Challenge

Richard came to us with an existing deck in Tome that needed a full redesign and restructuring - ahead of an important investor meeting with billion-dollar RIA firms and strategic partners. With a tight deadline and a technically complex product, the deck needed to clearly communicate the problem, the platform's competitive edge, and the business opportunity in a way that would resonate with both financial services operators and institutional investors.

Solution

We rebuilt the full deck with multiple revision rounds - restructuring the slide order, adding AI workflow diagrams, incorporating real product screenshots, refining the competitive comparison, and tightening the GTM and growth projections. We delivered two versions of the deck (with and without an AI agent visualization slide) plus a Google Slides version for easy editing by the team.

Results

Richard walked into his investor meeting with a polished, investor-ready deck - and followed up noting only a few minor remaining tweaks were needed.

Fintech

Artificial Intelligence

Building the Investor Deck for Quanto's AI Wealth Management Platform

Quanto is an AI-powered all-in-one platform built for independent RIAs - automating the 100+ manual process steps and 20+ legacy systems that the average advisor juggles today. Founded by three operators who previously built, scaled, and exited a wealth management firm to $500M in AUM, Quanto consolidates portfolio management, tax strategies, compliance, client communications, alternatives, and hedging into a single platform at 50-80% lower cost than fragmented alternatives.

Let's Plan Your Raise

"Thank you so much for everything so far!"

Richard Corral

Building the Investor Deck for Quanto's AI Wealth Management Platform

$50M

AUM Committed at Time of Deck

$100T

AUM Market Being Targeted

50-80%

Cost Reduction vs. Fragmented Alternatives

Ready to raise faster and on better terms?

We start with a 30-minute call to understand where you are in the fundraising process, what you need, and what our engagement could look like. No prep needed.

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