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Meet Rosh

Your next investor publication, produced to the standard your fund deserves

Information Memoranda. Quarterly reports. LP updates. Fund overviews. Investor outlooks. One publication, produced end-to-end by a senior practitioner, delivered in 4-6 weeks from approved brief. Booked against your cycle deadline.

Lock a production window now to hold the calendar.

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The publication lands on your desk six weeks out from the cycle. The investment team has drafted the content. Legal review is scheduled for week four. The printer needs final files by week five. Last cycle, the document went through seven versions in the final ten days, two of which were rebuilt from scratch. This cycle you'd rather not run that play again.

The Intensive exists for firms that want the next publication to be the one that changes that.

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who it's for

This page is for you if

If your firm sits inside one of these categories and your next publication is 6-12 weeks away, the window to start is now.

You're producing an Information Memorandum, a quarterly investor update, or a fund profile against the rhythm of a wholesale property capital raise window, and the next publication is the one the next raise depends on.

You're building the next LP update, annual review, fund overview, or capital raise document for a venture capital, private equity, private credit, or boutique investment firm with a growing institutional investor base.

You run investor relations, marketing, or communications for a private wealth firm, and your quarterly client publications or annual investment outlook are the documents your sophisticated clients actually read and file.

THE SOLUTION

The Investor Publication Intensive

The Investor Publication Intensive is a 4-6 week engagement producing one investor publication end-to-end. IM, quarterly report, LP update, fund overview, or investor outlook.
 
Senior practitioner. 15+ years inside investor communications. 
Brand Guidelines and Report Templates for SFO
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Commercial Real Estate Report Design

Initial Strategy Session – to map your investment philosophy, goals, and legacy priorities.

Weekly communication and transparent updates – so you’re never guessing where things stand.

Two-week creative intervals – where we review moodboards, directions, and conceptual work together.

A 5–8 week project timeline, with optional 12-month brand maintenance – for ongoing design support and refinement.

An approachable, steady feedback loop – no overwhelm, no jargon, no chasing.

The Intensive: Core
3–4 weeks

For firms producing a single publication inside their existing brand.

Up to 24 pages of custom design

+

Cover, executive summary, asset/strategy profiles, financial visualisation, compliance typography

+

Two internal review rounds + up to four compliance revisions

+

Templated source files for future reuse 

+

Print-ready and digital delivery

The Intensive: Extended
4-6 weeks

For firms producing a flagship publication that carries the weight of the firm's story.

 

Everything in Core, plus:

Up to 36 pages of custom design

+

Narrative editing and copy refinement before design begins

+

Custom data visualisation built around your performance figures

+

A 30–60 second motion reel for investor meetings and LP distribution

The Intensive: System
6–8 weeks

For firms whose publication will carry a full year of investor communications.

Everything in Extended, plus:

Up to 50 pages of custom design

+

Strategic narrative positioning across all subsequent publications

+

Five evergreen assets repurposed for LP updates, pitch decks, website, investor meetings

+

Interactive landing page version of the publication

+

Six months of post-launch support

Book your 20-minute Comms Review

Flagship investor publication produced for four years, redesigning reporting and data visualisation for the firm's primary investor-facing document.

Jarden Wealth Investment Outlook
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The first publication for intergenerational wealth planning in New Zealand, end to end design  across layout, data and narrative structure.

JBWere Bequest Report
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Full end-to-end production including cover, asset profiles, financial visualisation, and compliance-reviewed risk typography, delivered in two weeks.

Real Estate Information Memorandum
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"At Jarden Wealth, we have worked with Ästhetik Studio for over 4 years. Rosh has been instrumental in producing our flagship Investment Outlook, and redesigning our client communications. Outstanding in suggesting and implementing improvements that have continually lifted brand standards over the years."

— Tim Agar, Jarden Wealth
The outcome

What changes

One publication, institutional standard, your cycle.

The document goes out on time. No apologies, no last-minute rebuilds.
Structure holds, language is consistent, financials read at a glance.
Next cycle starts from a working template. Production time drops from two weeks to a few days.
Compliance review gets shorter because the structure is already tested against legal.
The publication becomes the document you forward to new LPs without a caveat.
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the next step

Book a 20-minute Comms Review

Twenty minutes on the specific publication you're producing this cycle.

 

ou'll leave with a clear read on where the document actually sits, the structural issues that will slow the next cycle if they're not addressed, and an honest view on whether the Intensive is the right fit.

If it's a fit, a written scope follows within 48 hours. If it isn't, you'll still leave with the read.

Limited slots each week. Most reviews book 7–10 days out. 

What you can expect

Before we start

Call to establish suitability · Contract signed · 50% deposit · NDA · Easy pain-free onboarding.

Kickoff

2-hour deep-dive workshop with you and your team. We collect all assets you currently have: current decks, reports, past rejections, allocations.

Research

We benchmark your current brand and story against SFOs and MFOs who never get turned away. Gap analysis + short interviews with your key people.

Strategy & Narrative

We write your positioning statement, investment philosophy, governance story, and core narrative. Locked in via a 60-minute presentation and sign-off.

Identity & Collateral

We design a complete brand system, subtle crest (optional), master deck, one-pager, email signatures and template library. Two review rounds allow you to personalise your brand suite as we go.

Digital Home

We design your digital homebase, built for credibility not SEO. This can include password-protected portals, and investor profiles.

Bonus Inclusions

We include a complete template library – including monthly, quarterly and annual reports, pitch decks and company brochures. This bonus pack is included in your client portal and yours to use as you please.

Our Guarantee

Our Full-Access option includes 12-months of design support, brand maintenance and report design for one flat fee. We will tweak and refine brand assets for a whole year, to support your growth.

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