Yousif Capital Management’s Post

Portfolio Design is imperative for success and here’s why.

Unveiling the Future of Investment Document Management: Explore my work on Invesdocs. Case Study 🚀 From Concept to Clicks: Invesdocs Strategic Branding and Seamless Website Design/Development https://lnkd.in/drx-xv3F

How to Convert Investors with Your Capital Website 👇🏼 70% of financial businesses skip a critical step in building a high-converting website: Identifying their Ideal Client Profile (ICP) Without it, you’re speaking to the wrong audience and losing potential investors. Here’s how to change that: 1: Define Who They Are → What financial services do they need? VC, investment management, private equity? 2: Understand Their Problems → Are they looking for high-growth opportunities, or struggling with risk management? 3: What Motivates Their Decisions? → Higher ROI? Long-term growth? Diversification? 4: Map Their Buying Process → Are they researching or ready to invest? 5: Tailor Your Site for Conversions → Now you know your ICP, use this to guide design decisions Follow these steps, Your website will become a conversion machine for high-value investors 💼💰 Found this helpful? 👍 Like this post so your network can benefit from this too

To help you understand how it’s possible to manage the creative process in a business structure, we’ve created a simple guide that should provide you with enough information to help you get started. https://lnkd.in/drkmZ8VN

According to recent research, while 80% of IROs said IR sites are an effective tool for engaging investors, only 65% of investors said they find these websites useful. Is your site effectively telling your company’s investment story? Learn more ➡️ https://ow.ly/P2Qn50SkPIY #InvestorRelations #IR #Storytelling

Have you ever poured your heart (and wallet) into a project, only to find out it wasn't quite what you envisioned? Design consultations aren't just about getting you started; they're about helping you avoid those costly missteps that can derail your entire project. Imagine this: Through a collaborative process, we can explore design solutions that perfectly align with your vision and budget. This proactive approach prevents expensive last-minute changes, ensuring your project stays on track financially from the beginning. We'll provide tailored recommendations that optimise value and prevent unnecessary spending, so you get the most out of your design investment. A consultation can help prevent financial headaches, letting you focus on the exciting part – bringing your project plans to life! Ready to discuss your vision and discover the hidden value of a design consultation? Schedule one today! #RemarcableDesign #InteriorDesign #Project #DesignConsultation #Cost

5 Things You’re Overlooking When Starting Conversations with Designers—And How to Get More Value from Your Investment #CommercialDesign #WorkplaceDesign #TenantAttraction #BusinessRelocation #OfficeUpgrades #StrategicDesign #DesignThatWorks

When building a pitch to raise capital, you have two traditional options: 1 - Design agencies: "Here's your beautiful deck with IRR labeled as ROI. Whoops lol." 2 - Investment banks: "Here's a template with numbers copy/pasted from excel. Just sent the six-figure invoice over." There’s a massive gap in the market. DESIGN AGENCIES: - Don't understand cap stacks - Confuse basic financial terms - Require endless revisions - Need financial education - Make critical mistakes INVESTMENT BANKS: - Charge premium fees - Provide recycled templates - Use junior staff - Deliver basic materials - Offer minimal customization When I set out to raise capital for the first time… I quickly realized that we need something in between. So we built it: - Analysts who understand the deal - Designers who know financial visualization - 7-10 day turnaround - Professional project management - Institutional-grade output The market validated this approach: - 2-3% penetration in lower middle market real estate - 96/100 average client rating - 316+ presentations delivered - 17+ industries served This isn't about being the cheapest or most expensive option. It's about being the right option for sophisticated sponsors who need institutional-grade materials without the investment bank price tag.

Creating a digital portfolio? Standing out isn't easy. Check out our tips on developing a portfolio that will attract attention for all the right reasons. https://bit.ly/3ODdIYu

Imagine handing $45,000 to a top design agenc to create your pitch deck... And getting slides back with IRR labeled as ROI. (at least the colors and fonts are pretty) As ridiculous as it sounds, stuff like this happens all the time. And they aren’t trivial mistakes - it's the difference between getting a check and getting laughed out of the room. Here's what we've learned after creating 316+ institutional presentations: Financial design is its own discipline. The problem: - Design agencies don't understand cap stacks - Investment banks don't prioritize design - In-house teams lack specialized expertise What sophisticated firms actually need: ANALYSTS who: - Understand the deal fundamentals - Can interpret complex financial models - Know how to tell the investment story - Speak the language of institutional investors - Validate technical accuracy AND DESIGNERS who: - Understand financial visualization - Know institutional standards - Can represent complex strategies - Make data tell a story - Maintain professional polish One of our real estate clients had their internal team spend 40+ hours explaining basic financial concepts to their previous design agency. With our integrated team approach? 7-10 business days from kickoff to institutional-grade deck. Because financial expertise + design capabilities = effective capital-raising materials. This is why we built both disciplines in-house. It's not just about efficiency - it's about getting it right. When you're raising $30M+ (our average deal size), you can't afford to have either piece missing.