Case study · ILA Capital
ILA Capital
An on-brand PowerPoint template for ILA Capital, a Boston research-based investment firm, built as the baseline for every client and investor report.
01 — Context
One template for every investor report
ILA Capital is a Boston investment firm with a clear point of view: research based investing. Founded by Harvard Business School professors and a career banker, the firm manages a marketplace lending credit strategy for family offices and high-net-worth individuals.
ILA's team produces a steady stream of presentations: internal reporting, client updates and investor meetings. Without a shared starting point, every deck depends on whoever happens to build it, and time goes into formatting instead of content. For a firm whose brand promise is rigour, the reports themselves need to look rigorous. ILA needed investor presentation template design that would serve as the baseline for all of those decks.
We designed a PowerPoint template that anyone on the team could open and use, with a set of ready-made layouts for the kinds of slides they make most often.
02 — Brand
Bringing a research-led brand to the slide
ILA Capital's logo pairs a network of connected dots with the wordmark and the tagline Research Based Investing. That network became the template's signature. Large, soft-blue nodes and connecting lines drift across the background of key slides, a quiet nod to data, connections and analysis that never competes with the content.
The palette stays close to the logo: deep navy, a mid blue and a fresh mint accent, on a clean white background. Headlines are set in a light, modern sans serif, which keeps dense financial content feeling open and calm. Circular icon badges in the brand blues mark each idea, and the logo and slide number sit in the same place on every page.
The introduction slide shows the approach at work. ILA is presented as leaders in academe, innovators in credit and investors in marketplace lending, with each point in its own white card under a simple icon.
03 — Layouts
Layouts built for real reporting
A template only works if it covers what people actually need. We built layouts for the slides ILA's team makes again and again: a three-line heading beside a chart, a content trio featuring a photo, and a series of three content cards for text, bullets or a mix.
Charts were styled in the brand colours so data drops in looking finished. The bar chart layout uses navy, blue and mint series with light gridlines and a clear legend, inside a white card with an icon badge at the top. Placeholder text shows exactly how much copy each space holds, so the team knows when to edit down.
The result is a reusable system for corporate communications. Every report ILA sends now looks like it came from the same firm. We have designed similar decks for other finance clients, including an animated client presentation for Fortified Retirement and an investment report in our BioGas deck.
What we delivered
A reusable presentation system for ILA Capital's internal and external reporting.
