This financial services group has over 70 years of experience helping their clients find a suitable solution across public markets and private investments. The team of portfolio managers, economists, traders, and strategists provides comprehensive expertise to service their clients.


A new venture for an untapped market.

This company was in the early stages of launching a new product. They were preparing to pitch their idea to potential investors and wanted a high-impact, highly visual presentation to help tell their unique story.

Previous engagements with another design agency did not hit the mark on design or usability—files were shared as non-editable PDFs. As a result, senior leaders at this company approached Stinson to storyboard and design an investor presentation from scratch. They provided a Word document with source content and data, and asked us to build a robust, animated presentation with a fresh take on the visual style.

Info tip

The following slides contain modified content to protect clients’ confidential information.

How We Worked Together

Creating a professional brand look and feel.

Due to the company's lack of branding, we kicked off the project by speaking to key decision makers through an in-depth discovery session. After learning about the company's vision and launch plan, we identified their brand priorities and aligned on the visual direction. Using modern graphic elements and a streamlined color palette, we developed a new style that eventually formed the foundation of their brand identity.

We worked closely with the team to understand key messages for investors and the quantitative data that backed these statements. We highlighted these main talking points using typography, icons, transitions, and compounded animations to guide the investors through the story.

Services Used


Project Impact

Confident meetings with investors.

Transforming this company's vision from plain words to a dynamic investor presentation deck gave key stakeholders a visual tool to confidently present their business story and secure funding.

Why Partner with Stinson?

We integrate story and design to help our clients achieve more.

89% of first-time clients come back to us for our presentation design services.

Over $300 million in funding raised through our focused pitch decks.


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