Summit Retail was raising a $30M fund to acquire neighborhood retail centers, but their pitch materials were a patchwork: a deck from a previous raise, a one-pager built in Word, and a portal landing page that didn't match either. Prospective LPs were getting inconsistent signals about a firm asking them to commit serious capital, and the materials gave no unified sense of strategy or discipline.

We designed a cohesive investor materials system: a refined pitch deck that led with the fund thesis and track record, a printable offering summary, and a gated investor portal landing page that tied the whole raise together. Every piece shared one visual language and one narrative arc, so an LP moving from email to deck to portal experienced a single, confident firm rather than three disconnected documents.