Investor Pitch Deck & Brand Repositioning for CX Assist
Merve Okutan
Investor Pitch Deck & Brand Repositioning
Client: CX Assist (formerly ClinicVA.AI)
Industry: AI call-handling platform for service-based businesses
Year: 2025
Need: The founders approached me at the very beginning with only a rough direction and website. They needed a full investor-ready pitch deck, including content, storytelling, and design, to secure partners and funding.
The Challenge
Initially focused on healthcare clinics under the brand ClinicVA.AI, the company’s draft materials lacked structure, clear storytelling, and strong visual identity. The founders wanted a deck that was not only visually compelling but also flexible enough to evolve with their early-stage strategy.
After successfully landing a partner, the company rebranded as CX Assist, broadening its positioning from healthcare-specific to a multi-vertical, service-based solution. This meant the pitch deck had to be rebuilt and repositioned to reflect the wider market opportunity while staying investor-friendly.
The Solution
I guided the project through two phases:
Initial Deck Creation
Built the narrative from scratch, structuring the story around Problem → Solution → Market → Product → Team → Traction.
Designed a bold gradient system and visuals that gave the early brand clarity, freshness, and confidence.
Delivered a professional, investor-ready deck that played a key role in attracting a strategic partner.
Rebrand & Repositioning
Adapted the deck to match the new CX Assist brand identity.
Expanded the cooler, lighter palette to restore vibrancy through custom gradients, ensuring slides remained striking and memorable.
Streamlined and reframed content to highlight the broader, multi-sector opportunity while keeping investor appeal front and center.
This is really incredible. So exciting to see it set out like this, thank you!”
-Oliver, CX Assist
The Outcome
The first deck helped secure a strategic partner, sparking the rebrand to CX Assist.
The redesigned deck successfully reflected the broader market strategy while maintaining credibility with investors.
Established a visual system and storytelling foundation that continues to scale with the company’s growth.
Ongoing role as a creative and strategic design partner, supporting marketing assets beyond the deck.
Need to elevate your pitch deck or rebrand it for a bigger vision? Let’s collaborate and create a presentation that grows with your business.
Like this project
Posted Oct 16, 2025
Built an investor-ready pitch deck from scratch, then rebranded and repositioned it as CX Assist expanded beyond healthcare.
Likes
2
Views
5
Timeline
May 15, 2025 - Jul 16, 2025
