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INSTITUTIONAL SERVICES

Built for Rooms Where Materials Matter.

We work with fund managers, PE operators, and growth-stage companies who need design that holds up under scrutiny—investor meetings, board presentations, due diligence processes.

WHO WE WORK WITH

We work with clients who understand that materials aren't just presentation—they're part of the process. LP meetings where trust is earned or lost. Investor conversations that determine whether a round closes. Board decks that shape strategic decisions.

  • Fund managers raising Fund I, II, or III
  • PE operators building portfolio companies
  • Growth-stage founders closing Series A through C
  • Family offices structuring permanent capital vehicles
  • Operators managing M&A processes

If your materials need to represent real capital and serious operations, we can help.

WHAT WE BUILD

Core services for institutional raises and operations.

Every engagement starts with clarity—what you're raising, who you're speaking to, and what needs to happen after the meeting. From there we build materials that can stand up in real rooms: LP meetings, board reviews, and diligence processes.

Service 01

Fundraising Materials

Pitch decks, LP presentations, and investor communications built for raises from pre-seed to institutional rounds. Structure, narrative, and design that earns attention and builds confidence.

For Venture-Backed Companies
  • Series A/B/C investor decks
  • Board presentations and strategy materials
  • Update decks for existing investors
  • Demo day and pitch competition materials
For Fund Managers
  • Fund I/II/III LP presentations
  • Quarterly and annual LP updates
  • Co-investment opportunity decks
  • Fund marketing materials
For Growth-Stage Companies
  • Late-stage fundraising materials
  • Pre-IPO investor presentations
  • Strategic partnership decks
Process: Strategy session → narrative structure & content architecture → visual design and deck build → refinement → final delivery with presentation guidance. Investment: $12K–$25K Timeline: 4–6 weeks
Service 02

Brand Systems

Visual identity and positioning for funds, PE firms, and institutional businesses. Brand systems that signal credibility, operational maturity, and long-term thinking.

Identity Development
  • Logo design and variations
  • Color palette and extended tones
  • Typography system
  • Visual language and design principles
Brand Guidelines
  • Logo usage and specifications
  • Color and typography standards
  • Photography and imagery direction
  • Templates and application examples
Digital Presence
  • Website design and development
  • Pitch deck templates
  • Email signatures and digital assets
Collateral Systems
  • Business cards and letterhead
  • Presentation templates
  • One-pagers and leave-behinds
  • Signage and environmental graphics (coordination)
Process: Brand strategy & positioning workshop → visual exploration → refinement & system build → guidelines & asset delivery → templates & team training. Investment: $18K–$35K Timeline: 4–6 weeks
Service 03

Custom Builds

Portals, data rooms, and specialized systems for investor relations, due diligence, and operations. Built for security, clarity, and professional presentation.

LP Portals
  • Secure investor login and authentication
  • Performance reporting and document access
  • Quarterly update distribution
  • Capital call and distribution notices
  • Custom branding and design
Due Diligence Data Rooms
  • Organized document structure
  • Secure file sharing and permissions
  • Activity tracking and analytics
  • Professional presentation layer
  • Custom categories and navigation
Internal Dashboards & Microsites
  • Operations and performance tracking
  • Portfolio company monitoring
  • Deal pipeline visualization
  • M&A microsites and transaction portals
Process: Requirements gathering & system design → information architecture & user flows → design & development → testing & security review → launch & handoff. Investment: $15K–$40K Timeline: 4–8 weeks

ADDITIONAL CAPABILITIES

Extended services for institutional teams.

Beyond our core services, we handle additional materials and systems that institutional clients need.

Board Materials & Internal Presentations

Strategic decks, quarterly reviews, and internal alignment materials—built with the same rigor as investor-facing work.

Pricing: $5K–$15K per deck Timeline: 2–3 weeks

Investor Update Design

Template systems for quarterly LP updates, performance reports, and recurring communication—consistent and on-brand without needing a designer each time.

Pricing: $8K–$15K for template system Timeline: 2–3 weeks

Event & Conference Materials

LP meeting presentations, conference keynotes, and investor day materials designed for rooms where the stakes are high.

Pricing: $5K–$12K per presentation Timeline: 2–3 weeks

Transaction Materials

CIMs, teasers, and M&A marketing materials that present the opportunity clearly for both buy-side and sell-side processes.

Pricing: $10K–$25K depending on scope Timeline: 3–5 weeks

Portfolio Company Support

Branding, decks, and institutional-grade materials for portfolio companies—standardized templates and systems that CEOs can actually use.

Pricing: Custom based on portfolio needs

Not sure which you need? We can scope the right mix in a single conversation.

Talk through a project
OUR APPROACH

How we work.

We've been in the rooms where these materials get used. We know what holds up under questions, what builds confidence, and what creates momentum.

  1. STEP 01
    We start with strategy, not aesthetics.

    Every project begins with understanding your business, your audience, and what needs to happen after the presentation. Beautiful work that doesn't convert isn't useful.

  2. STEP 02
    We ask the right questions upfront.

    What's the business model? Who's the audience? What are the objections? What's the competitive landscape? This shapes everything we build.

  3. STEP 03
    We build for scrutiny.

    Institutional investors, LPs, and board members ask hard questions. Materials need to be clear, accurate, and defensible. We build with that standard.

  4. STEP 04
    Senior team, every project.

    The people scoping your work are the people building it. No handoffs, no juniors learning on your project.

  5. STEP 05
    Fixed scope, fixed price.

    You'll know exactly what you're getting and what it costs before we start. No hourly rates, no scope creep.

WHAT TO EXPECT

What’s included in an engagement

Every engagement includes:
  • Strategy session and narrative development
  • Senior team from start to finish
  • All source files and editable assets
  • Clear documentation and guidelines
  • Two rounds of structured feedback
  • Post-delivery support (30 days)
  • Presentation training (for decks)
What we don't do:
  • Fundraising strategy or investor intros
  • Financial modeling or projections
  • Legal document preparation
  • Ongoing content management
  • Monthly retainer work (unless structured separately)
We build the materials. You run the process. We stay in our lane.

WHAT WE’VE WORKED ON

Recent work for institutional teams.

Most of our work is confidential. Here’s what we can share:

Fund I Pitch Deck | Emerging Manager

LP presentation for a first-time fund manager in healthcare services.

Built a clear strategy, defensible thesis, and institution-ready presentation for LP meetings.

Result: Closed first close within 90 days.

Series B Investor Deck | Vertical SaaS

Complete rebuild of fundraising materials for a B2B software company.

Clarified model, sharpened positioning, and restructured narrative for investor diligence.

Result: Secured lead investor in 6 weeks.

Brand System | PE-Backed Rollup

Identity & collateral system for a healthcare services platform.

Cohesive visual system used across add-on acquisitions and portfolio operations.

Result: Positioned for add-on transactions with unified presence.

LP Portal | Growth Equity Fund

Custom investor portal for a $200M fund.

Quarterly reporting, document access, and secure communications in a unified portal.

Result: Reduced admin time by ~60%.

Data Room | M&A Process

Due diligence data room for a $40M acquisition.

Organized structure & professional presentation layer for buyer review.

Result: Diligence completed early; buyer praised organization.

If you’re serious about working together, we can share relevant case studies in a call.

Get in touch

Ready when you are.

We work best with teams who care about materials that hold up under scrutiny.

hello@theprojektco.com
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