Selected spreads from annual whitepapers supporting global thought leadership.
Role: Brand Systems Designer
Scope: Identity Framework · Global Rollout
Scope: Identity Framework · Global Rollout
Impact
• 10+ thought leadership reports produced annually
• 25% faster design delivery
• Unified identity across 4 continents
• 10+ thought leadership reports produced annually
• 25% faster design delivery
• Unified identity across 4 continents
Overview
Probitas Partners, a global investment advisory firm, needed a scalable brand system that could align offices in San Francisco, New York, London, and Hong Kong under a consistent identity. The goal: balance regional autonomy with a unified global presence.
As Creative Lead, I brought structure to complexity—developing scalable systems, streamlining workflows, and elevating thought leadership. From whitepapers to web to boardroom decks, I helped Probitas show up with clarity and authority across every touchpoint.
Challenge
The firm needed a stronger creative strategy to:
• Enhance brand consistency across offices and marketing channels
• Streamline creative workflows for faster execution
• Elevate pitch materials and research publications to reinforce industry leadership
Solution
I led a full-scale creative strategy and execution plan that delivered:
• Unified Global Branding & Visual Identity → Established a cohesive design ecosystem across all materials, reinforcing a premium brand presence worldwide.
• Optimized Creative Processes & Workflows → Reduced inefficiencies and improved speed of execution.
• Redefined Data Visualization & Infographics → Elevated pitch decks and research reports with clear, and compelling visuals.
• Enhanced Thought Leadership Content → Created high-quality publications positioning Probitas Partners as a leader in investments insights.
Deliverables
A cross-channel brand ecosystem built for consistency, clarity and speed:
• Thought Leadership Reports → Designed a full visual system for high-impact whitepapers—used to publish industry insights across private equity and alternative investments.
• Data Visualization Templates → Developed flexible chart, table, and infographic styles to help teams present research with clarity and authority.• Marketing Decks & Sales Collateral → Created a comprehensive slide library with standardized templates and formatting best practices for global teams.
• Internal Tools → Defined detailed formatting standards for PowerPoint, Word, and Excel deliverables—balancing clarity with brand fidelity for high-use internal documents.
• Global Website Refresh → Redesigned the company website to reflect a unified global presence and align with refreshed visual identity and messaging.
Testimonials
“Lisa is a rare talent who seamlessly blends strategic brand thinking, creative excellence, and leadership. She delivers high-impact work that drives brand growth and sets new industry standards.”
— Michael Hoffmann, Founder and CEO, Prospective Partners
“Lisa has a tremendous sense of style and color necessary when putting together creative marketing presentations as well as standardiszed templates. she is well organized, focused, and capable of juggling conflicting viewpoints.”
— Kelly DePonte, former Head of Research, Probitas Partners
Results
The unified identity system didn’t just improve perception—it fundamentally reshaped how Probitas operated and communicated globally.
• Strengthened investor confidence by aligning over 10 annual research reports under a cohesive visual system.
• Streamlined production timelines with reusable templates and tools, enabling faster global execution.
• Improved internal collaboration through standardized design systems and shared creative workflows.
• Increased brand trust among global clients through consistent, premium-quality materials across all touchpoints.
• Reduced design redundancies, freeing up resources for higher-impact work.
