Branding for Investment Platform
- Branding Commercial Financing
- Less than $10,000
- April 2026
- Quality
- 5.0
- Schedule
- 5.0
- Cost
- 5.0
- Willing to Refer
- 5.0
"The engagement was very strong, and there are no material areas for improvement."
- Financial services
- Perth, Australia
- 1-10 Employees
- Online Review
- Verified
10Turtle transformed a Word document into a graphically professional, institutional-grade information memorandum for an investment platform. The team improved the document's readability, consistency, and more.
10Turtle elevated the document to an institutional-grade information memorandum suitable for distribution to sophisticated investors. The team applied a consistent style system, improved readability, and standardized financial tables and charts. 10Turtle's project management was excellent.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of Fitzgerald Equity
Describe what your company does in a single sentence.
We are an Australian-based investment platform, Ferrum Steel, focused on the consolidation of the industrial services sector. We acquire and integrate profitable, founder-led businesses across steel fabrication, engineering, and infrastructure. Our platform provides a consolidated, institutional-grade service offering to high-stakes industries, including Defence, Mining, and major Infrastructure projects. We bridge the gap between specialist, high-quality industrial work and the professional governance required by Tier-1 clients and sophisticated investors.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 10turtle to accomplish?
- We hired 10Turtle to take an existing 120-page, text-heavy Word document and transform it into a graphically professional, institutional-grade Information Memorandum.
- Our main objectives were: Style & Discipline: To move away from a standard 'marketing brochure' look and instead create a restrained, private equity-grade aesthetic that would appeal to sophisticated investors and lenders.
- Our main objectives were: Industrial Positioning: To ensure the document reflected the heavy industrial sectors we operate in, specifically Defence, Mining, and Infrastructure, without losing its clean, authoritative feel.
- Our main objectives were: Complex Document Management: To establish a consistent typographic hierarchy, professional table formatting, and clear visual rhythm across a very large, complex document, while ensuring it remained fully editable in Microsoft Word.
- Our main objectives were: Proactive Enhancement: To leverage Jay’s expertise in identifying structural or design gaps we hadn’t considered, ensuring the final output was ready for immediate distribution to Tier-1 institutional partners.
SOLUTION
How did you find 10turtle?
Online Search
Why did you select 10turtle over others?
- High ratings
- Pricing fit our budget
- Good value for cost
How many teammates from 10turtle were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
The scope of work involved transforming an existing 120-plus page Information Memorandum into a fully institutional-grade document suitable for distribution to sophisticated investors and lenders. This was not a marketing redesign, but a disciplined layout and structuring exercise. The objective was to significantly improve readability, consistency, and visual clarity while preserving all underlying content and maintaining a restrained, private equity aesthetic.
Key deliverables included:
- Full Document Transformation: Reformatting the entire IM within Microsoft Word to establish a consistent and scalable design system across all sections.
- Typography & Hierarchy System: Development and application of a clear typographic structure, including section headers, sub-headings, and body text, ensuring strong hierarchy and ease of navigation throughout a long-form document.
- Section Structuring: Redesign of section openers, headers, and spacing to create a clean, institutional flow and improve overall document rhythm.
- Financial Tables & Data Presentation: Standardisation and enhancement of complex financial tables to ensure clarity, consistency, and professional presentation aligned with investor expectations.
- Chart & Visual Integration: Creation and integration of clean, analytical charts to support key financial and strategic narratives without introducing unnecessary visual complexity.
- Callouts & Key Information Blocks: Introduction of structured callout boxes for highlighting critical investor information such as returns, platform metrics, and key insights.
- Imagery Integration: Professional incorporation of key personnel imagery in a manner consistent with the overall tone of the document.
- Word-Based Style System: Implementation of a robust, fully editable Microsoft Word style framework to ensure the document can be easily updated and scaled for future use.
Overall, the engagement delivered a highly structured, professional, and investor-ready Information Memorandum that aligns with mid-market private equity and infrastructure standards.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The project delivered a clear step change in the quality and usability of our Information Memorandum. Key measurable outcomes included:
- Institutional Standard Achieved: The document was elevated from a basic Word draft to a fully institutional-grade IM suitable for distribution to sophisticated investors, lenders, and credit committees.
- Consistency Across 120+ Pages: A complete and consistent style system was applied across the entire document, eliminating formatting drift and significantly improving readability.
- Improved Readability and Navigation: Clear typographic hierarchy and structured section layouts reduced cognitive load, making the document easier to review and assess, particularly for time-constrained investors.
- Professional Financial Presentation: All financial tables and charts were standardised and cleaned, improving clarity and making key data points easier to interpret.
- Faster Investor Engagement: The improved structure and presentation enabled more efficient investor review, with key sections such as the Executive Summary and financials becoming far more accessible.
- Reusable Document Framework: The final output is a fully editable Word document with a scalable style system, allowing us to efficiently produce future IMs and related materials with a consistent standard.
Overall, the outcome was a document that not only looks professional, but performs effectively as an investor communication tool.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
10Turtle’s project management was excellent throughout. Jay was highly organised and structured in his approach, which was particularly important given the size and complexity of the document. He worked in a clear, methodical way by establishing the style system upfront and then applying it consistently across the full IM, which ensured both efficiency and quality.
He delivered all items on time and maintained strong communication throughout the process. He was responsive, easy to work with, and quick to incorporate feedback or adjust direction where needed. Importantly, he was proactive rather than reactive.
He identified issues and opportunities for improvement without being prompted and communicated these clearly, which added significant value beyond the original brief. Overall, the process was smooth, professional, and well managed from start to finish.
What was your primary form of communication with 10turtle?
Email or Messaging App
What did you find most impressive or unique about this company?
What was most impressive about 10Turtle was their ability to combine high-level design discipline with a deep understanding of institutional requirements. Unlike many designers who focus on visual flair, Jay understood that an Information Memorandum for sophisticated investors requires restraint, authority and extreme consistency. He was able to reflect our industrial positioning in a way that felt authentic and grounded rather than marketed.
His proactive approach was particularly unique. He did not just follow instructions; he interrogated the document and identified structural improvements and design nuances that we had not even considered.
This capability to think like an investor and a designer simultaneously was invaluable. The final result was a long-form document that felt exceptionally well resolved and authoritative, delivered with a degree of professionalism and technical skill that is rare to find.
Are there any areas for improvement or something 10turtle could have done differently?
Overall, the engagement was very strong and there are no material areas for improvement.
If anything, the only challenge was the inherent complexity of working within a large, 120-plus page Word document, which is more a constraint of the format than anything specific to 10Turtle. Jay handled this well and navigated the limitations of Word effectively while still delivering an institutional-grade result. From our perspective, the process and outcome both met or exceeded expectations.
RATINGS
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Quality
5.0Service & Deliverables
"He went well beyond the initial scope to ensure our Information Memorandum met the highest standards for sophisticated investors. We will certainly be working with him again."
-
Schedule
5.0On time / deadlines
-
Cost
5.0Value / within estimates
-
Willing to Refer
5.0NPS