Investor Fundraising Materials
A global cable and energy infrastructure company engaged a leading investment bank’s Capital Solutions team to support a fundraising process and investor outreach.
The Challenge
Design a 180+ slide clickable investor report that allowed users to quickly find information and navigate complex content with ease. The presentation needed a clear visual hierarchy, easy navigation, and consistent structure to make dense financial easy to scan, understand, and compare.
My Role
Presentation Design | Visual Systems | Data Visualization | Interactive PDF Design
Team
Corporate Finance Advisory Team | Client Executive Stakeholders
Digital Report with Navigation & Structure
Designed a modular slide system with a clickable table of contents, section dividers, and persistent navigation elements, allowing investors to quickly jump between sections and compare information without losing context.
This case study is a representative sample based on real-world experience. All company names, data, and details have been modified for confidentiality.
Visual Language
My design strategy focused on clarity, speed of navigation, and credibility. A persistent vertical navigation on the left ensured consistent orientation, while the middle and right sections remained flexible for varied content. Color followed brand guidelines and was applied sparingly to establish hierarchy and highlight key information, making the report readable and confident.
Impact
The final clickable report improved the investor review experience by making complex information easier to navigate and compare, while establishing a clear, consistent visual system that could scale across a 180+ slide document.