Company Presentation

Engaged by FINDIT.ID to create a compelling investor proposition around their new technology platform for returning lost objects from finders back to owners. The final presentation package included a business speech, slide deck and one-page summary highlighting the unique market positioning of the company on a global scale. Documents were used to help support a $100,000 seed capital raise targeted at angel investors in Australia.

Business Plan

Engaged by TNF Cricket to overcome fundamental issues with the investor message, transforming the company positioning to an easily understood proposition and removing barriers to financing. Final documents conveyed a clear investment story from end-to-end, highlighted the proposed execution plan, and demonstrated maximum value to help secure debt funding from a big four bank.

Company Presentation

Engaged by Velox.chat to help communicate business model and new business strategy to a select group of investors. The design of the document was crafted by a graphic designer. The words and structure for the presentation were created by me to help secure $500,000 in seed financing for Velox. 

Information Booklet

I was engaged by a Venture Capital (VC) firm in Melbourne to put together an information booklet on how to present to a venture capitalist—and individual or firm. The task required a lot of research and the most effective way to present to a VC. The final product was a succinct booklet aimed at generation Y tech entrepreneurs.

Company Brochure

The client in this case wanted a concise one-page flyer to help promote their private wealth management services to high net worth individuals. Three major benefits were identified after an initial review of client marketing materials. These three benefits were used as the main feature of the one page flyer and helped position the client as a leader in the provision of wealth management services to high net worth individuals and family offices.  

White Paper

Hired by a boutique private wealth management group to publish a white paper espousing the benefits of Individually Managed Accounts (IMAs) for legal executives. These accounts provide a truly tailored and customised approach to managing wealth for high net worth individuals and wealthy family offices. It was important to focus on the benefits of this particular type of service offering and how it could help save time and headaches for busy legal executives who may not have the time to manage their own investment portfolio.