Overview

How can we provide lucrative US opportunities to Canadian Investment Funds?

Services Delivered

UX/UI | Web Dev | Graphic Design | Branding | Marketing Strategy | Social Media Creation | Systems Integration | Marketing Automation

Background

More investors are shifting to alternatives to boost returns, generate income, lower volatility and diversify from traditional investments. Steepe & Co provides US high yield private credit funds to Canadian advisors. Stable and consistent, US high yield distributions with low volatility.

Challenge

Steepe & Co desired a brand refresh to differentiate themselves in the private fund sector. Although they sought a modernized look, it was important to maintain a classical and trustworthy image, as they operate in the banking industry. Setsail was able to balance contemporary and traditional elements to deliver the perfect blend, culminating in the successful launch of an all-new Steepe & Co in 2022.

It’s the first impression that counts

A stunning new website

Setsail built a beautiful website that creates a positive first impression, builds credibility with potential investors, attracts and retains investors, provides a better user experience, and gives the fund a competitive advantage in the market. A well-designed website can communicate that the fund is trustworthy and well-established, while also highlighting its investment strategy, performance, and track record. A well thought out, user-friendly interface improves engagement and increases the likelihood of conversion, while also differentiating the fund from competitors and positioning it as a leader in the industry.

Turn your website into a powerhouse with system integrations

Reducing friction for clients

To streamline the onboarding process for new clients, Setsail simplified a complex subscriber agreement into a multi-step form with DocuSign capabilities. This allows new clients to review and sign the required paperwork online before making a purchase, eliminating the need for physical signatures and reducing administrative burdens.In addition, Setsail developed a password-locked data room to share key financial information with both clients and leads. This secure platform ensures that sensitive information is only accessible to authorized individuals, providing an extra layer of protection for the fund and its investors.

Consistently beautiful assets

A unified look across all collateral

In addition, Setsail built out consistent collateral that could be used online, on social media, and in person at conferences, such as brochures, banners, flyers, and business cards. We also created templates for corporate slide decks, ensuring that Steepe & Co's presentations had a cohesive look and feel.

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