← Services / Case Studies Case Study 01 / Investor Deck

From book platform to institutional pitch, in three weeks.

A consumer IP company with an eleven-novel library, a $28M valuation, and a feature film in active development needed an investor pitch deck for institutional capital. They had product materials. They needed a financing instrument. Here is what changed, and what it cost.

Engagement
Investor Deck
Sector
Consumer IP, Film
Time to Deliver
3 weeks
Year One Value
> $100,000
01 / The Client

An 11-novel library, a valuation, a film attached.

The client is a consumer IP company with an eleven-novel library written by its founder and a feature film adaptation in active development. The company is founder-led, with a leadership team of three. The most recent capitalization framework set the company's enterprise value at approximately $28M, anchored to existing IP rights, film attachment, and a defined consumer storefront roadmap.

The library had built an audience over more than a decade. The film attachment had moved into financing conversation. What the company did not yet have was the document that opens an institutional check.

02 / The Problem

Product materials cannot raise a round.

The brand had earned a fair amount of paid attention. Lookbooks, cover sheets, founder bios, a printed brand book. Every page was crafted with care. Every page was also written for a consumer reader, not for a check writer.

When the founder began conversations with institutional capital and strategic partners, three issues surfaced quickly. First, the materials did not anchor a valuation: there was no comparable-company set, no market sizing, no use-of-funds breakdown. Second, the deck did not position the company as a platform: it read as a portfolio of titles instead of as a single financial instrument with multi-format upside. Third, the existing materials and the proposed film raise lived in different documents in different visual systems, which forced every potential investor to do the integration work themselves.

The room kept ending without a follow-up meeting. The team did not need a redesign. They needed a financing tool.

We had every asset except the one that makes someone write a check.

Composite Source · Founder, $28M Consumer IP Company
03 / The Process

Three weeks, in daily moves.

The engagement opened with a free strategy call, then a signed scope. From kickoff to delivery: 21 days. We worked in three week-long sprints, with the founder reviewing drafts in real time on a shared workspace so nothing landed as a surprise on Friday.

Week 01

Position and Anchor

  • Strategic positioning workshop with founder + CEO
  • Comparable-company research (creative IP platforms + media holdcos)
  • Valuation anchor methodology drafted
  • Market frame: TAM, SAM, beachhead
  • Brand-and-financing-document audit complete
Week 02

Model and Visual

  • Financial model integration (revenue projection, use of funds)
  • Custom visual system mapped to existing brand
  • 24-slide grid built with founder voice maintained
  • Look book sourcing: chapter art + IP imagery
  • First full-deck review with leadership team
Week 03

Tighten and Ship

  • Two rounds of revisions (founder + film producer notes)
  • One-pager deck companion built
  • Gated look book deployed on client's domain
  • Investor follow-up email templates drafted
  • Final files delivered + 30-day support window opened

The shared workspace is the unlock. We saw the deck form a slide at a time. There was nothing to react to at the end, only the choice of how fast to start sending it.

Composite Source · CEO, $28M Consumer IP Company
04 / The Deliverable

Three documents, one financing instrument.

What shipped on day 21 was not "a deck" in the singular. It was a three-document financing system, designed so that no investor would have to assemble the picture themselves.

The 24-page investor deck

A full institutional pitch in print-ready PDF. Positioning, market frame, founder and team, IP library, film attachment, comparable companies, financial projection, use of funds, valuation anchor, ask, and timeline. Built in a custom visual system that extends the company's existing brand without rewriting it.

The one-pager

A single-page deck companion designed for the warm-intro pass: the version that gets forwarded inside a fund, gets read in 90 seconds, and gets the meeting booked. Anchored by the same valuation logic so nothing contradicts the 24-page version downstream.

The gated look book

A live web property hosted on the company's domain, behind a soft-gate email capture. Cover art from across the library, in-world illustration, lookbook spreads from the film adaptation. The look book gives the deck a second life: every prospect who clicks the link self-identifies, and every visit deepens the financing relationship without the founder having to email another asset.

05 / The Outcome

What followed the file.

The deck did the work of opening the conversation. What mattered more is what happened in the two weeks after delivery.

Deck Fee $10,000
Retainer Signed $7,500/mo
Equity Participation 2% IP entity
Finder's Fee 2% introduced capital
Credit Attached Co-Producer, feature
Year One Value > $100,000

Within two weeks of deck delivery, the client signed a Consulting Producer retainer at $7,500 per month, with three-month minimum and month-to-month thereafter. Attached to the retainer: 2% equity in the IP entity, a 2% finder's fee on introduced capital, and a Co-Producer credit on the feature film. Total first-twelve-month engagement value above $100,000 in fees alone, with equity and credit upside on top.

The deck was not the win. The deck was the door. The retainer is what made staying in the room a financial event for both sides.

Chris brought a producer's eye and a designer's hand. The deck did more than open meetings. It set the valuation.

Composite Source · Founder + CEO, $28M Consumer IP Company
06 / The Lesson

What actually made this work.

On the surface, this looks like a design engagement. It was not. Three disciplines converged, and removing any one of them would have collapsed the result.

Positioning came first, and stayed first

Before any slide was designed, we spent five days arguing the right answer to one question: what kind of company is this, in the language a fund analyst already speaks. The company was not a publisher. It was not a film production company. It was a creative IP platform with multi-format expression. Naming that, holding it through every section, and refusing to drift back into "book series with a movie attached" is what set the valuation anchor.

Financial discipline read as credibility

Every claim in the deck mapped to a number, and every number mapped to a source line in the appendix. Comparable-company revenue multiples cited and disclosed. Market sizing built from published reports, not from confidence. Use of funds itemized to twelve months and tied to milestones. The deck never says "we will figure that out." That alone separated it from 90% of what institutional readers see.

Visual restraint, not visual ambition

The temptation on a creative-IP pitch is to design loud. We designed quiet. The font system reduced. The image grid disciplined. The color palette tied to the company's existing brand instead of layered on top. Investors are reading text, not admiring art direction. The look book carries the wow. The deck carries the case.

One project, never sold as one project

We were not selling a $10,000 deck. We were selling the start of a financing relationship. The strategy call set the frame. The deck set the valuation. The retainer kept us in the room. The equity participation aligned the long-term incentive. Pricing the deck low alone, or selling the retainer first, would have broken the sequence. The chain only works in order.

Same Treatment

If your project needs the same treatment.

Every Matista engagement starts with a free strategy call. Thirty minutes, written punch list within 48 hours. No card required, no obligation. The same gate the client above walked through, the same craft that followed.

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