Founded
Financial Services Design, Marketing Communication & Technology Solutions
Unlike traditional agencies, Ovis combines award-winning creative, marketing communication and technology solutions that drive innovation and growth for our hedge fund, private equity, financial advisor and family office clients. We bring a deep understanding and industry specialization to deliver creative alpha through design, technology and communications.
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Our Top Services
Pitchbook Creation
& Services
Your pitchbook, including family office pitchbooks, hedge fund pitchbooks, and private equity pitchbooks, must be intelligently crafted and have a distinct verbal message and visual identity.
Web Development
& Technology Solutions
We will design a look and feel for your online presence that stays true to your brand, while providing a convenient way for your target audience to engage with your thought leadership through intuitive navigation.
Branding
& Corporate Identity
We do everything from creating a totally original and distinctive logo - with a unique mark and attractive typography - to producing and activating your full brand architecture.
Branding & Corporate Identity
- Logo Marks
- Business Cards, Letterhead & Envelopes
- Typographic Treatments
- Banners & Signage
Messaging & Strategic Content
- Pitchbook & Presentation Writing
- Naming & Tagline Creation
- SWOT Analysis & Competitive Landscape Evaluation
- Core Messaging including Positioning, Value Proposition, Mission Statement, Elevator Pitch & Platform Descriptors
Marketing Materials
- Pitchbooks & Presentations
- Factsheets & One Pagers
- Custom Brochures
- DDQs
- Research/Performance Reports
- Newsletters & Investor Communication
- Infographic Design
- Event/Conference Materials
Print Management & Fulfillment
Backed by three decades of pre-press and printing knowledge, we manage the entire design and print process. Our leadership team has the creative vision, project management skills and technical background to create the most sophisticated and dynamic print materials, from the simplest data sheet to the most complex prospectus, pitchbook and executive presentation.
Websites & Technology Solutions
- Website Design & Development
- Hosting & Support
- Investor Relations Portals
- Microsites
- Splash Pages
- Online E-Marketing
- Multi-Tiered Access Data Rooms
- SEO (Search Engine Optimization)
IR Engine and Data Room Development
Ovis enables alternative asset managers to produce accurate and timely information on an investor level, fund level and a firm level. We ensure fast, effective and compliant access to information, such as performance attribution, portfolio liquidity, fund performance, investor net and gross returns, tax data, audit information and fund exposure.
Helpdesk, Security & Hosting
At Ovis, we understand that service and support are critical components of our clients' success. That's why we offer comprehensive service and support packages that cover hosting, security, compliance, and help desk support.
Software Services
- Data warehouse/lake (ETL)
- Compliance planning
- Ongoing maintenance & management
- Online applications & APIs
- Process & Security Managemen
- Project consulting
Consulting
The OCMO responsibilities include, but are not limited to, facilitating brand awareness and accelerating growth by developing a comprehensive strategy and execution plan...
Our Edge
Specialized Expertise
Ovis specializes in catering to the unique needs of the financial industry, extending tailored services to private equity firms, financial advisors, hedge funds, and other specialized groups. Our expertise is finely tuned to meet the distinctive demands of this dynamic sector, ensuring comprehensive and effective solutions for our esteemed clients.Data-Driven Approach
With a robust client base and nearly two decades of industry experience, Ovis boasts a rich history of data that serves as a valuable resource to ensure you receive nothing but the best. This wealth of information not only accelerates our ability to deliver meaningful results but also reinforces our commitment to efficiency and excellence in every aspect of our services.Customized Solutions
Ovis offers a diverse array of products and services meticulously designed to cater to the unique needs of firms of varying sizes and types. Recognizing that our clients harbor a spectrum of goals, we tailor our solutions to align seamlessly with their distinct aspirations. At Ovis, we understand that one size does not fit all, and our commitment lies in providing customized offerings to ensure the success of businesses across the board.
Industry Thought Leadership
Capitalizing on our extensive client network and robust industry connections, Ovis stands in a distinctive position to offer unparalleled and detailed insights to private equity firms, financial advisors, and hedge fund clients. Our unique vantage point allows us to deliver specialized perspectives, ensuring that our clients receive the highest caliber of insights tailored to their specific needs.Testimonials
—John O'Connor, CEO
Please contact us to schedule a consultation.
