Evenco had strong credibility and technical proof within the asset management community but needed to shift its story, from an events brand to a technology-driven financial intelligence provider. The challenge was to bridge the gap between technical accuracy, commercial scalability, and investor readiness. It required sharp messaging, an investable model, and a deck that could hold up under institutional-level scrutiny while communicating a fast-growth opportunity.

We developed Evenco’s full investor materials suite: a structured investment narrative, a complete financial model, and a revised pitch deck ready for investor meetings. The story focused on how Evenco Analytics turns fund data into predictive intelligence, supported by quantitative validation and market size clarity. The financial model detailed the SaaS-driven revenue logic, pricing tiers, and scalability across asset management verticals. The outcome: a coherent, investor-tested story that repositions Evenco as a high-value data technology business ready for funding.

We began with deep research into global asset management analytics, aligning Evenco’s strengths: access, data, and relationships, with measurable market demand. Our team built the financial model structure, validated assumptions with benchmarks, and rewrote the entire deck around investor logic: product defensibility, recurring revenue model, and commercialization timeline. The final materials connected technical precision with clarity, ensuring Evenco could communicate its technology and traction with confidence in investor rooms.