Document design for fund sponsors

Your fund. Investor-ready.

We design a complete five-page investor overview for your fund — built from your public SEC filing and your own website. You see the finished package before you pay. The preview is the complete package under a watermark; the version you receive is clean.

See a completed sample How it works

The work, up front

Judge the finished product first: the Meridian Cove sample brochure (download the PDF) is a completely fictional fund, finished end to end — the same standard every client package is produced to, with its one-page executive summary alongside. Sponsors who receive a personal preview get their own fund's complete package, built the same way.

We build your preview

Your overview is assembled from your public filing and website only. Nothing is invented — sources and notes live on our site, not in your document.

You review the real thing

Not a mockup or a template — the complete five-page package your investors would see, under a preview watermark.

Approve, and it's yours

One flat fee. The clean package is delivered automatically — then your edits make it final, in one included revision round.

Scope — exactly what the $999 covers

$999 flat fee · one package · no hourly billing

The complete five-page investor overview you previewed — fund overview, strategy and underwriting, leadership, track-record context, structure, key terms, risks and contact — finalized as your clean package
Print-ready PDF: vector layout with embedded fonts, sharp at any size — home printer, office, or commercial press — plus a lightweight screen-sharing PDF
The watermark removed; clean files delivered automatically on purchase
One revision & customization round, included: you supply the exact wording, figures and content you want changed, and we apply your edits — text, numbers, names — plus format and color adjustments to match your brand
Key terms completed from your supplied figures, replacing every “sponsor to confirm” line
Revised final delivered within 3 business days of receiving your complete edits
Not in scope: writing new content beyond your supplied wording, additional pages, and extra revision rounds — available as a quoted add-on, agreed before work starts
Full refund if we are unable to deliver the agreed package, subject to the published service terms

Purchase the design package — $999

Questions first? Send us a message or book a 15-minute intro call — weekdays 9 AM–3 PM Pacific.

By purchasing you agree to the Terms of Service and Refund Policy.