Capital Markets Training & Equity Research

Ascend Financial Education & Equity Research was a startup venture founded by a group of Wall Street professionals. It sought to provide institutional level education in the capital markets as well as sell-side equity research for small cap companies. The education services included in-person training and mentoring, with an emphasis on advanced topics such as options trading.

A Complete Identity & Digital Media

We worked the Ascend team in a number of ways, including branding, marketing, and digital media production. We produced Ascend’s entire identity and written content emphasizing their independence and institutional level understanding. We helped create seminars, designed & developed 3 independent company websites, drafted sell sheets, and came up with targeted marketing plans.

Pitchbooks, Sell Sheets & EdTech Demo

We created a number of pitchbooks and presentation / sales decks tools for Ascend. Most were targeted at a range of prospects for equity research services, while a few were for strategic partnership with the trading platform (a Bloomberg terminal competitor). For the latter, we ventured into the “EdTech” space, designing & developing a brief online demo of an educational & certification tool.