Portola Creek Capital
Invest With Impact
Portola Creek at the time was a San Francisco bay area startup that merged into a sustainable wealth management firm. The company's goal was to make corporations accountable in regards to Environment Social and Good Governance ESG and drive social change.
In addition, they wanted to integrate technology into their investment strategy that would allow them to identify corporate ESG scores as a sell and buy signal and to align clients' portfolios with their sustainable values.
They had a vision and a niche. The problem was they had no brand, corporate identity, technology, marketing, website or business operations in place. GrahamAgency provided digital and design solutions and set up technologies across the entire business.
107% increase revenues
64% increase high net-worth clients
8,673% increase in page visits
Co-founding a company that believes in sustainability and social change
As a firm believer in sustainability, equality, diversity and the values the founders adhere to, GrahamAgency joined forces as a co-founded for Portola Creek Capital to make change in regards to Environment, Social, and corporate Governance ESG issues.
Creating the Brand: The Niche
Trust. Authenticity. Loyalty. Values.
We believe there is an art to telling your story and persuading action.
Not your average investment platform. The founders were determined to change the way we invest by focusing on environmentally sustainable, socially responsible companies with good governance. We required an image of trust and professionalism.
GrahamAgency, created Portola Creek a compassionate narrative and impactful tag lines and weaved this throughout all content. This significantly contributed to creating a trusted name across the sustainable investment sector within the San Francisco Bay area.
Discovery
As a co-founder in Portola Creek, GrahamAgency collaborated with founders, engineers, vendors and investment advisors to build a new brand and provide technologies to support daily business operations and acquire clients.
Working onsite and remotely GrahamAgency conducted group meetings and brainstorm sessions to understand the following in-depth in regards to creating the clients digital experiences across the website, apps, marketing and print …
What is the purpose?
Why are we doing this?
Who are we building for?
What is the problem / need?
We apply Design Thinking Methodologies into our design processes. We clarify problem, opportunities, clientele, challenges, industry and competitors and focus designs around solving the problems.
Detailed designs from low fidelity to high fidelity
GrahamAgency delivered a beautiful eye-catching website with an intuitive user experience with clear navigation and calls to action and weaved a compelling narrative throughout the entire site.
Client Dashboards: AppStore and GooglePlay
GrahamAgency understood the demands of the business and facilitated supporting technologies required for clients to view their account information and holdings. We worked with developers on the design and guided a consistent brand experience.
Marketing: Social Platforms and Events
Consistent distribution of branded content across high-demand and high-consumption platforms.
As a newly formed company and the desire to be an icon for the sustainable investment industry, it was vital that content was published across multiple web platforms.
GrahamAgency extended Portola’s marketing by setting up all social accounts consistent with the branding including Facebook, Instagram, LinkedIn, Medium, and Google Business. In addition, we created subscription lists and gathered subscribers with website incentives, and sent a series of custom marketing emails. Furthermore, we delivered marketing material for live events such as banners, and magazines.
Branded Videos
With a goal of social impact and acquiring clients with similar values. The founders wanted to interactively voice their values and beliefs.
GrahamAgency developed a series of brand awareness and informative videos that was broadcasted across social platforms and websites. As a result, strengthening the company's authenticity, brand awareness, and investor trust.
In summary GrahamAgency delivered an end-to-end product solution and setup technologies to support the day-to-day business operations.
We delivered an authentic brand that is a bold symbol of the company, sustainability and the founders values.
We collaborated with the team on design, strategy, and concepts and continuously strategized for growth and client acquisition.
Furthermore, we delivered a user experience that solved the needs of the users by following user centered design UCD methodologies and lead the design and development of all the companies technologies across mobile, desktop and apps for marketing and client dashboards.
In addition we setup CRM marketing platforms, analytics and ran ad campaigns that increased brand awareness and leads.
Our entire efforts with Portola Creek Capital was critical to the continued growth and success of the company today.