Designing an IPO
I was instrumental in taking Nerdy, Inc. (NRDY) public through a $1.7 billion merger with TPG Pace Tech Opportunities. My creative direction and strategic vision were critical in crafting key materials that conveyed the company's value to banks and investors.
Key Contributions:
- 75-Slide pitch deck presentation
- NYSE listing collateral and digital displays for bell-ringing ceremony
- Times Square billboard loops
- Corporate identity and document templates
- Quarterly financial reports and shareholder letters
- NYSE listing collateral and digital displays for bell-ringing ceremony
- Times Square billboard loops
- Corporate identity and document templates
- Quarterly financial reports and shareholder letters
Pitch Deck
I partnered with C-level executives to craft a 75-slide pitch deck that crisply conveyed Nerdy's business advantages. This project underscored my talent for transforming intricate concepts into clear, impactful visual stories.
Investor Videos
Video was essential in persuading financial institutions and investors. As the sole producer, I was personally responsible for coordinating interviews, editing footage, and animating 5 videos – in only 10 days.
- 6-minute "about us" video
- Product videos
- Customer testimonials
- Marketing reel
- Announcement for NYSE's social channels (below)
- Product videos
- Customer testimonials
- Marketing reel
- Announcement for NYSE's social channels (below)
Opening Bell Ceremony & Times Square
On listing day I joined the executive team in New York for the opening bell ceremony. The New York Stock Exchange required a large number of high-visibility assets, including video loops for Times Square billboards and digital displays throughout the trading floor. During the ceremony I directed a film crew to capture the events of the morning and put together a day-of cut to share with employees.
Key Deliverables
Continued PR & Shareholder Letters
After its initial public offering, I continued to work with the executive team to produce their quarterly shareholder letters and SEC earnings release documents. The shareholder letter is like the pulse of the company, not only sharing the financials but also giving readers a glimpse into product development and company initiatives. This required coordinating between finance and legal departments and aligning messaging between the directors of each department across the company. I also created branded Microsoft Office themes and Excel templates for the finance team to create on-brand visuals.
