Cresta Fund Management
Private Equity
Modernizing a private equity brand ahead of a strategic fund launch.
6 mo
Pre-launch engagement
Full
Brand refresh delivered
AGM
Investor experience designed
PR
Strategy and agency onboarded
Overview
Executive summary.
Cresta Fund Management is a private equity firm investing across conventional and sustainable energy. With a new fund in the pipeline and institutional LPs to win over, Cresta needed a modern brand and a full marketing rollout before the go-to-market date. The challenge was differentiation. Cresta had a strong investment thesis but an outdated digital presence, no in-house marketing team, and a market full of PE firms making similar pitches. They needed a brand system that reflected the evolving thesis and created credibility with sophisticated LPs.
01
The challenge.
We joined six months before the fundraise, led the brand refresh, launched a new LP-facing digital presence, built guidelines, onboarded a PR partner, and designed the investor experience for their annual general meeting. Cresta entered the fundraise with a modern brand, a unified story, and a premium LP experience.
02
The approach.
Modernized the visual identity and positioning while maintaining the professional credibility institutional LPs expect from an energy-focused PE firm.
Developed a comprehensive style guide so every touchpoint, from pitch decks to website to deal memos, spoke with a single unified voice.
Designed and launched a fully branded digital presence tailored to limited partners, stakeholders, and the sophistication of the Cresta investor base.
Identified and onboarded a PR firm with deep expertise across conventional and sustainable energy, giving Cresta a press strategy aligned with the fund thesis.
03
The results.
By the time the go-to-market date arrived, Cresta had a refreshed brand, a new LP-facing website, comprehensive guidelines, a PR partner, and an investor experience designed to match the sophistication of their thesis.
Invstly used a keen and creative eye to modernize our look while also keeping it professional. They were patient and understand how to balance their client’s desires while also encouraging them to go a bit further with their marketing.
Jessica Groshek
Cresta Fund Management
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