Excelsior Energy Capital
A bespoke AGM presentation enhances the LP experience
Every fund manager knows the scene: annual investor meeting, a full room of LPs, and crucial portfolio metrics to share. While Excelsior Energy Capital had the performance and expertise covered, they needed visual communications that could match their sophisticated reporting and capture the excitement of renewable energy investing. That’s where we came in.
Our role
AGM presentation design
Team offsite emblem
Location
Excelsior, MN
Portland, OR
The challenge
Excelsior is a leading force in North American renewable energy, with over $1.5B in assets under management. When a new Director of Investor Relations joined the firm, she recognized an opportunity to elevate their materials to match their market position. The transformative impact of their sustainable infrastructure investments called for a visual language to match.
Over the course of the project we identified opportunities to enhance communication further. We transformed complex data into clear visuals, crafted designs that would resonate with a global audience, and built a scalable system to support Excelsior’s rapid growth.
The solution
We redefined Excelsior’s presentation materials with a bold, multifaceted concept that merged investment precision with the intrinsic beauty of their portfolio offerings.
A geometric pattern inspired by solar panels served as a central design element, enabling a distinctive modular identity. Earth textures—rocks, grass, and fields—grounded visuals in the tangible impact of Excelsior’s renewable energy projects. The color palette blended deep blues, warm golds, and natural tones suggestive of sunlit landscapes while modern sans-serif typography underscored the firm’s forward-thinking ethos.
For Excelsior’s AGM, we designed a dynamic widescreen template with vibrant imagery, refined data visualization, and elegant layouts. The presentation seamlessly bridged technical rigor with emotional resonance.
Team Offsite Emblem
For Excelsior’s Portland offsite, we crafted an illustrated emblem inspired by the ‘City of Roses.’ Featuring natural Portland motifs, it drew from the vivid palette of Excelsior’s new design concept, transforming a keepsake into a bold expression of their team’s energetic spirit and culture.
The Outcome
Overwhelmingly positive feedback from LPs validated the success of the design initiative. Beyond a successful AGM, Excelsior now looks the part of an industry leader in full. Through the trust we established, we next turned to collaborating on Exelsior’s website redesign.
Next Case
Applied Storytelling