Formulate

BACKGROUND

Please describe your company and your position there.

Nvirovate Materials produce the world's only vegetable oil based adhesive portfolio that eliminates petroleum, is compostable, and closed-loop.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Formulate, and what were your goals?

To develop our brand, investor package and logo.

SOLUTION

How did you select this vendor?

Based on their reputation.

Describe the scope of their work in detail, including any steps and the final deliverables.

Several iterations of brand/logo development, deck development, business plan.

How many people from the vendor's team worked with you, and what were their positions?

The Founder of Formulate Studios.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Formulate Studios delivered purpose-driven design and brand identity as sharp as the Nvorvate founding team to help them wow investors. The team worked at the intersection of brand impact, business strategy & cost-effectiveness to deliver what was needed: PPT, logo, color palette, graphics, and thought leadership!

Describe their project management style, including communication tools and timeliness.

Timely, excellent communication, creative and excellent follow through.

What did you find most impressive or unique about this company?

They have the ability to work from minimal direction to proper execution.

Are there any areas for improvement or something they could have done differently?

I would recommend Formulate - I give the group my highest endorsement!

BACKGROUND

Please describe your company and your position there.

I am the owner and we provide outsourced C-Suite and Investment Operations services to asset managers

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Formulate, and what were your goals?

Slide deck and website. Goals were modern look and feel

SOLUTION

How did you select this vendor and what were the deciding factors?

linkedin

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

set goals and objectives, mock ups along the way woth detailed discussions

How many people from the vendor's team worked with you, and what were their positions?

a project manager and a developer

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

state of the art slide deck and website

Describe their project management style, including communication tools and timeliness.

regular communications, they always met the project's requirements.

What did you find most impressive or unique about this company?

quality of work

Are there any areas for improvement or something they could have done differently?

none

BACKGROUND

Please describe your company and your position there.

I am the CEO of an investment firm with a new fund that needed some impressive marketing materials to begin our marketing campaign.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Formulate?

We needed a high quality, well-designed, concise pitchbook to tell our story and describe the benefits of our approach.

What were your goals for this project?

We wanted an attractive design, including charts that told our story in an interesting way that were clear and easy to understand.

SOLUTION

How did you select Formulate?

Formulate was strongly recommended by another investment firm who had used them successfully on a number of projects.

Describe the scope of their work in detail.

We had a logo that didn't work and an outline for the pitch that was too long and boring. We had a few charts from a previous pitch that were helpful, but everything needed a new look. We also had limited time and budget, but Formulate was willing and able to jump in and make it happen for us.

What was the team composition?

We worked directly with Michelle and she took care of everything for us.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Everyone who sees our pitchbook says it is concise, clear, and compelling. They get what we are trying to do and what differentiates our fund and approach.

How effective was the workflow between your team and theirs?

Very effective work approach on the project.

What did you find most impressive about this company?

I was impressed with the quality of the design and the distinctive look of the pitchbook.

Are there any areas for improvement?

No. Work was timely and responsive and high quality.