Words Plus Numbers
Respect prospective investors' time.
Impress them with concise messaging and high-impact visuals.

What we do

Tier 1

Assessments

  • We evaluate your existing materials
  • 3 C's: Content, Creative & Compliance
  • Ready to move from assessment to implementation?
  • Proceed to Tier 2

Tier 2

Messaging Strategy & Visual Strategy

  • We begin with foundational work
  • Core messaging playbook
  • Visual strategy playbook
  • Next to Tier 3 for your marketing deliverables

Tier 3

Marketing Collateral

  • The integration of messaging and design
  • Pitch books
  • Fact sheets
  • Websites
  • Investment cases

How we work with you

Words + Numbers collaborates with you on messaging, visuals and key differentiators. We then create the content. And, finally, we integrate graphic design and regulatory advertising compliance.

Discovery

We start with your core story: strategy, differentiators, experience, target market and so on.

Playbook

We then create a custom playbook that forms the basis for consistent messaging.

Content Creative Compliance

Lastly we integrate three essential factors: content, creative and compliance.

Deliverable

The 3 C’s for institutional materials

Content that is written at the appropriate level of detail and complexity for prospective investors.

Creative design and graphic elements that bring the investment approach to life, and project the professionalism expected by investors trusting you with their capital.

Compliance with regulatory directives for messaging and data that demonstrates awareness of and adherence to industry rules.

*Note: Words + Numbers does not provide legal advice. All materials should be reviewed and approved by your legal counsel prior to use.