Agilis Family Office Presentation

Accounting & Financial

We invest in small industrial companies. The target audience is potential sellers of businesses, bankers that will lend to us, and investors that may want to partner with us.

-The Title page will include our company name, our logo, date (month and year) and the word "Confidential" -We like bullet points and sub bullet points in our simple pages ('heading and text' page) -We will want one page where there are three headshots and a brief description of each of our professional backgrounds -We will want a sub-section intro page - in case we break the presentation up into sections. A section divider/intro slide. -Please keep the color palette limited to the approved brand colors, and grays.

"Agilis" means "nimble" or "quick" in latin. A few of the attributes that we would like the design to convey include: trust, experience, and maturity. But we would also like to reassure potential sellers that we are a family (i.e., warmth, collegial, easy to work with). The arrow in our logo is significant - and we would be open to ideas of understated arrows pointing to the right or pointing up and to the right. The idea of "moving forward" is an opportunity for a visual.

Every design category has flexible pricing for all budgets. PowerPoint template starts at $199.