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Creative handover to Ansarada

Andy Clarke
June 13, 2018

Creative handover to Ansarada

A collection of Andy Clarke’s creative work for Ansarada; developing the creative direction and visual identity, plus ideas and planning for telling stories across media.

Andy Clarke

June 13, 2018
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  1. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Creative handover
    A collection of Andy Clarke’s creative work for Ansarada; developing
    our creative direction and visual identity, plus ideas and planning for
    telling our stories across media.

    View Slide

  2. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Design principles
    For brand and company values to properly influence designs, they
    need to be backed by a clear set of design principles. Here are ours:

    View Slide

  3. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Bold
    Be confident and make choices which drive positive change
    Design principles
    Design notes: Bold colours and execution matter, but boldness must have meaning

    View Slide

  4. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Clear
    Direct people to follow the right path
    and include nothing to distract them
    Design notes: Strong lines and shapes matter, but they shouldn’t be the only basis for our visual execution
    Design principles

    View Slide

  5. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Intentional
    Deliberate precision communicates who we are and what we stand for
    Design notes: Bold colours and execution matter, but boldness must have meaning
    Design principles

    View Slide

  6. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Reassuring
    Credibility and familiarity tells people they’re making the right choice
    Design notes: High-contrast and graphic shapes are powerful, however we must balance them with other
    attributes as part of our visual language
    Design principles

    View Slide

  7. View Slide

  8. Andy Clarke creative handover June ’18 @malarkey [email protected]
    1. Strong shapes with signature circle and confident use of colour
    2. Signature lines: horizontal, vertical, or at intentional angles. Clarity of content
    emerging from patterns. Intentional placement of focal point.
    3. Raised perspective and different view of familiar spaces. Moving forward and up.
    People provide scale. Clear definitions of 3D-spaces.
    Design principles

    View Slide

  9. View Slide

  10. Evolving our visual identity

    View Slide

  11. Evolving our visual identity

    View Slide

  12. Evolving our visual identity

    View Slide

  13. Bold
    Reassuring
    Evolving our visual identity

    View Slide

  14. Bold
    Reassuring
    Evolving our visual identity

    View Slide

  15. Fire your
    analysts
    Be ready for
    what's next
    Hope isn’t
    a strategy
    Bold
    Reassuring

    View Slide

  16. Reassuring
    Uncomfortable
    Evolving our visual identity

    View Slide

  17. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Indicators
    1. New format and editorial focus
    2. Four new sets of InDesign templates
    3. More flexibility of layouts
    4. Faster design for future issues
    5. More opportunity for creativity
    6. Potential for online version

    View Slide

  18. Indicators ISSUE 002 April 2018
    Spotlight on
    real estate
    Singapore is paving
    the way for future-
    ready real estate
    Asset diversity boom:
    Alternative property
    sectors heating up
    Turn hindsight
    into foresight
    Sam Riley, Ansarada CEO
    Our second edition of Indicators is here. We’ve
    rounded it out to bring you more exclusive
    insights from our extensive data, more news
    stories, and more trends to watch. In this edition, we take
    a closer look at Singapore’s rising interest in Australian
    real estate, the alternative asset classes that are driving
    activity, and the growing importance of transaction
    readiness in the market. We’ll also reveal emerging trends
    in your sector based on new deal commencement, so you
    can get the advantage of foresight and confident
    decision-making.
    Just like our inaugural issue, we’ll be using indicators
    from more than 20,000 deals, including those that are
    active and ongoing. While this doesn’t necessarily mean
    that a deal will close successfully, it allows us to show
    you the leading trends before the rest of the market is
    aware of them.
    This information is valuable for several reasons;
    firstly, because it typically gives dealmakers a head
    start of 6-9 months when it comes to recognising
    developments and opportunities (the average deal process
    taking the better part of a year to complete).
    It also enables them to make better,
    more informed decisions – without
    needing to rely on guesswork
    or instinct.
    Getting accurate insights based
    on real data is an important first step
    toward knowing exactly where you stand and having the
    foresight to see ahead; acting early and proactively is a
    huge advantage in today’s fast-paced business world.
    Readiness is an increasingly important metric for
    deal success. We’d even go so far as to say it is the
    most important. To pull off an assertive deal strategy,
    you must have a clear vision and readiness to act. The
    winning dealmakers know where they stand and what’s
    coming next, so they can adapt quickly to the fluctuating
    landscape.
    This report is for advisors and business leaders who
    want to unearth those market insights, so they are across
    the trends and ready to seize the opportunities first.
    That’s what really makes the Indicators information so
    powerful. We hope you enjoy it.
    Regular indicators
    Regular leading indicators of deal activity from our data rooms, both
    closed and active/ongoing. We look at deals by type and industry to
    compare year-on-year activity.
    Deals commencing by type
    Recent drive of M&A deals appears to have
    slowed in the early part of 2018, with 20% fewer
    deals starting in the March quarter compared
    to the final quarter of last year. The energy and
    financial services sectors both saw increases of
    50% and 200% respectively.
    Consumer
    discretionary
    DEALS COMMENCING BY INDUSTRY
    30%
    Deals were down 30%
    compared with last quarter.
    Healthcare
    DEALS COMMENCING BY INDUSTRY
    64%
    After an increase in the final
    quarter of last year, healthcare
    activity dropped 64% in the
    first quarter this year.
    Technology
    DEALS COMMENCING BY INDUSTRY
    68%
    Whereas technology deals
    were up 40% over the
    previous year in December,
    this quarter saw activity drop
    by 68%.
    Energy
    DEALS COMMENCING BY INDUSTRY
    50%
    Last quarter, energy data rooms dropped 20%, probably fuelled
    by a continuation of the slump in the energy sector. However this
    quarter saw data rooms up 50%.
    Financial services
    200%
    After a slow end to 2017, M&A deals in
    the financial services sector returned to
    DEALS COMMENCING BY INDUSTRY
    typical levels in
    the first quarter
    of 2018.

    View Slide

  19. Indicators ISSUE 002 April 2018
    Spotlight on
    real estate
    Singapore is paving
    the way for future-
    ready real estate
    Asset diversity boom:
    Alternative property
    sectors heating up
    Future ready,
    asset diverse
    Alternative Australian property
    sectors are attracting forward-
    thinking Singapore investors
    Singapore is investing in Aussie
    real estate at an exponential rate
    Based on activity seen in deals recently completed for the
    quarter, our indicators show the island nation’s interest in the
    Australian real estate sector was significant in the first quarter
    of 2018, representing 50% of total offshore interest. This is a huge leap
    compared to Singapore’s interest throughout 2017, which – at 24%
    – was less than half that amount. So why is Singapore becoming so
    active in Australia’s real estate market? What’s causing this spike in
    activity?
    The signs point to the primary cause being a rising interest in what
    many see as ‘alternative sectors’ within the industry, including data
    centres and student accommodation – both of which there are ample
    opportunities for in Australia. While these sectors have previously
    been viewed by investors as too volatile or challenging, the competitive
    market and evolving demographics are driving demand, and Asian
    countries are seeing the potential.
    Singapore is looking ahead. Their movement into these niche
    real estate sectors aligns with their interest in transforming their own
    property market, cementing their position as a globally recognised
    technology hub and leading the way forward in the digital economy.
    Singapore is transforming
    its real estate industry-
    and several others
    One of the 20 smallest countries in the world and one of only three
    remaining city states, Singapore is a highly developed and wealthy
    country. Globally, the nation is a powerful commercial hub, and last
    year ranked third in the world for ‘most competitive financial centre’
    after London and New York. (1) Singapore is also widely considered to
    be one of the most tech-savvy countries in the world.
    At home, Singapore’s real estate market is seeing the tail end of a
    two-year slump, and the outlook is positive. The government is actively
    encouraging the integration of new technologies into real estate, and
    capital is flowing into the sector.
    In March, they launched the Real Estate Industry Transformation
    Map, to ‘provide a roadmap for the transformation of the real
    estate industry to be future-ready’, with the ultimate goal of driving
    innovation and productivity in the climate of fast-paced change. This
    includes smart building solutions, including ‘real-time monitoring,
    predictive maintenance, and automation that improves a building’s
    operational efficiency’. (2)
    11%
    Growth in overseas interest
    in Australian deals during the
    past 12 months
    50%
    Of overseas interest in real
    estate this quarter came
    from Singapore

    View Slide

  20. Andy Clarke creative handover June ’18 @malarkey [email protected]
    ansarada.com / indicators
    Utility deals grow 55%.
    Battery storage and
    hydrogen show
    significant movement
    Wireframes (obviously)
    Advertising feature
    ansarada.com / indicators
    Australian healthcare
    deals up 56% largely
    due to Chinese
    investment
    ansarada.com / indicators
    Melbourne and
    Sydney take the lion’s
    share of Australian
    real estate deals
    Online advertising

    View Slide

  21. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Bar advertising
    ansarada.com / indicators
    Utility deals grow 55%.
    Battery storage and hydrogen
    show significant movement
    Wireframe (obviously)

    View Slide

  22. Andy Clarke creative handover June ’18 @malarkey [email protected]
    ansarada.com / indicators
    Mining slump may be over as
    materials deals grow 16%
    Wireframes (obviously)
    ansarada.com / indicators
    Melbourne and Sydney take
    the lion’s share of Australian
    real estate deals
    Regular story posts on social channels

    View Slide

  23. Regular story posts on social channels

    View Slide

  24. Regular story posts on social channels
    Regular story posts on social channels

    View Slide

  25. ansarada.com / signals
    Melbourne and
    Sydney take the lion’s
    share of Australian
    real estate deals
    ansarada.com / signals
    Battery storage and
    hydrogen show
    movement as utility
    deals grow 55%.
    Teaser emails

    View Slide

  26. Melbourne and Sydney take the lion’s
    share of Australian real estate deals
    ansarada.com / indicators
    Art directed website, optimised for mobile

    View Slide

  27. Art directed website, optimised for mobile
    Utility deals grow.
    Battery storage and
    hydrogen show
    significant movement
    Art directed website, optimised for mobile
    ansarada.com / indicators

    View Slide

  28. Story rig Templates
    ansarada.com / indicators ansarada.com / indicators

    View Slide

  29. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Readiness is
    An umbrella for use cases and case studies across media, including
    series of social posts, blog entries, other marketing activities and
    collateral, and internal comms. A possible umbrella for the Ansarada
    Readiness Series.

    View Slide

  30. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Readiness is
    The best way to create a category is to tell stories about what
    readiness is. To articulate our promise, we should decide the true
    benefits of readiness. What does it mean for a business and for
    peoples’ lives?

    View Slide

  31. Andy Clarke creative handover June ’18 @malarkey [email protected]
    https://readiness.is
    We already own this domain

    View Slide

  32. Andy Clarke creative handover June ’18 @malarkey [email protected]
    readiness.is / for / potential
    readiness.is / for / opportunity
    readiness.is / for / always-on

    View Slide

  33. Andy Clarke creative handover June ’18 @malarkey [email protected]
    readiness.is / for / companies
    readiness.is / for / industries
    readiness.is / for / real-estate

    View Slide

  34. Andy Clarke creative handover June ’18 @malarkey [email protected]
    readiness.is / means / business
    ansarada.com / means / readiness

    View Slide

  35. Andy Clarke creative handover June ’18 @malarkey [email protected]
    readiness.is / not / inefficiency
    readiness.is / not / missing-out
    readiness.is / not / guesswork
    Eliminate inefficiencies in your business with the Material Information Platform
    Readiness for your next acquisition, audit, capital raising, or IPO
    Ansarada AI-powered technologies mean you’ll alway know your business inside-out

    View Slide

  36. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Social
    Facebook
    LinkedIn
    Twitter
    Email
    Email footers
    Newsletters
    Transactions
    Blog
    Ansarada blog
    LinkedIn
    Medium
    Publications
    Readiness PDFs
    Industry PDFs
    Role PDFs
    Indicators cross-over
    Audio/video
    Interviews
    Showreels
    YouTube
    Events
    Demonstrations
    Presentations
    Showreels
    Collateral
    Post-first meeting
    (hand-over)
    Ads
    Plan for Readiness

    View Slide

  37. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Social
    Email
    Blog
    Publications
    Audio/video
    Events
    Collateral
    Readiness is opportunity
    Readiness

    View Slide

  38. Andy Clarke creative handover June ’18 @malarkey [email protected]
    readiness.is / always-on
    Readiness is always-on
    access to information
    whenever you need it
    readiness.is / always-knowing
    Readiness is always knowing
    when to take opportunities
    readiness.is / potential
    Readiness is the potential to
    execute whenever you need to
    readiness.is / seeing-risks
    Readiness is seeing risks before
    they swallow your business
    Posts on Facebook, LinkedIn, and Twitter on a monthly or quarterly theme aligned to our content strategy
    Wireframes (obviously)

    View Slide

  39. Andy Clarke creative handover June ’18 @malarkey [email protected]
    readiness.is /
    Readiness is always-on
    access to information
    whenever you need it
    Newsletters are obvious vehicles, aligned to a monthly or quarterly theme, but
    we should also consider standard footers and transactional emails

    View Slide

  40. Andy Clarke creative handover June ’18 @malarkey [email protected]
    readiness.is /
    Readiness is always-on access to
    information whenever you need it
    Posts on Ansarada blog, LinkedIn, and Medium

    View Slide

  41. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Readiness
    Industry
    Readiness
    Industry
    Readiness
    Topic
    Readiness
    Topic
    Stand-alone, modular content brought together to create topic-based ‘editions’

    View Slide

  42. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Readiness
    Industry and topic-based ‘editions,’ localised with information and stories from each region
    Role editions
    Readiness
    Industry editions
    Readiness
    Regional editions

    View Slide

  43. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Print designs
    New print designs and InDesign templates
    for all use-cases and customer stories

    View Slide

  44. 2
    Readiness Is for asset managers
    Achieve the highest
    value when selling
    Concentrate on high
    value activities
    Less time finding and
    verifying documents
    Asset management the Ready way
    3
    Reese is a real estate asset
    manager in New York and works
    with investment properties
    Reese is an asset manager who works at
    a global commercial office real estate
    company. It’s not uncommon for him to
    receive an unsolicited, off-market bid for
    one of the properties in his portfolio. This
    means Reese collating information on that
    property quickly so as not to miss out on a
    potentially profitable opportunity.
    Today he’s compiling material information for a sale of a
    property in Manhattan.
    Reese needs to react quickly to an unsolicited bid. This means
    him finding information about financials, general amenitives,
    health and safety, leases, and tenancy schedules. Much of what
    he’s looking for is scattered across multiple external services
    and internal systems, so often the easiest way to find something
    is to ask a property manager to send it to him.
    Reese finds this process frustrating, especially if there are
    multiple people involved, and the wait for important information
    can often be stressful. Reese wants to avoid this rush for
    information altogether and make the process of unsolicited bids
    much smoother.
    Accuracy matters and Reese spends a significant amount of
    time verifying the information he’ll provide to potential buyers or
    their agents is complete and up-to-date. With time at a premium,
    sometimes there’s no way to verify information other than by
    checking documents individually. It’s often only then that Reese
    notices issues which could risk jeopardising a sale or prevent it
    achieving the best value.
    Sometimes, when a property has been in his company’s
    portfolio for a few years, information is missing altogether.
    While this won’t necessarily mean that a sale will fall through, it
    may delay a deal, cost more in professional fees, and ultimately
    reduce the value from a sale. This could have a detrimental
    impact on Reese’s reputation.
    “As an asset manager, I often
    need to react to unsolicited,
    off-market bids quickly. For
    that I need to always know
    how ready a property is for
    sale and have easier access to
    accurate information about it
    so that I can inform potential
    purchases.”
    Since we launched our virtual data room software in 2005, we’ve
    been on a mission to improve the ways that business gets done.
    Our products span a company’s entire lifecycle, optimising
    processes from preparation to execution and close
    and we’re now the world leader in material information
    management.
    4
    What’s Reese’s story?
    Reese was approached by a potential buyer for one of his
    company’s properties and he began compiling material
    information about the property.
    The property manager in charge emailed Reese copies of
    some of the documents he asked for, and gave him access to
    a Google Drive folder used to store them. There were several
    versions of financials and there was no way for Reese to tell
    which was the most recent. It was the same story with other
    files. Worse still, he couldn’t find some information at all.
    Organising and verifying
    Reese and his team spent time organising and verifying
    all the information. He sent dozens of emails, had phone
    calls and meetings with his property manager to ensure
    information for the buyer was accurate and complete.
    Reese was asked to share information with the buyer’s
    law firm. The only way to share them was by giving the
    lawyers access to another Google Drive folder. That didn’t
    look professional. The law firm analysed the information
    provided and discovered a problem with a tenant.
    Months to resolve
    Reese and his team rushed to resolve the issue, but this
    took several weeks of re-negotiation with a tenant. The issue
    was resolved, but not without delaying the deal and costing
    his company unexpected legal fees. Finally the deal goes
    through, but not without frustration that Reese feels could
    easily have been avoided.
    We have this We don’t have this I’m not sure
    Revenue projections
    Shareholder agreements
    Top customer list
    Supplier list
    Organisation chart
    Property leases
    Access yourself
    Complete a series of questions
    about your material information
    Build documents
    Upload documents against the
    associated topics
    With Ansarada, information is
    stored securely in one place
    Improve
    Delegate tasks giving them
    responsibility for your material
    information
    Prepare
    Quick approvals
    As your information is loaded
    into the Platform, invite
    advisors to verify documents
    with a click.
    Green Dot Pty. Ltd
    %
    Current score
    Topics
    Grant Ronnie Raymond access to your information
    20 1 1
    1 9 65
    Not starte d In progress
    Ready for review Verified
    65 Projected score
    92%

    View Slide

  45. 2
    Readiness Is for asset managers
    Achieve the highest
    value when selling
    Concentrate on high
    value activities
    Less time finding and
    verifying documents
    Asset management the Ready way
    3
    Reese is a real estate asset
    manager in New York and works
    with investment properties
    Reese is an asset manager who works at
    a global commercial office real estate
    company. It’s not uncommon for him to
    receive an unsolicited, off-market bid for
    one of the properties in his portfolio. This
    means Reese collating information on that
    property quickly so as not to miss out on a
    potentially profitable opportunity.
    Today he’s compiling material information for a sale of a
    property in Manhattan.
    Reese needs to react quickly to an unsolicited bid. This means
    him finding information about financials, general amenitives,
    health and safety, leases, and tenancy schedules. Much of what
    he’s looking for is scattered across multiple external services
    and internal systems, so often the easiest way to find something
    is to ask a property manager to send it to him.
    Reese finds this process frustrating, especially if there are
    multiple people involved, and the wait for important information
    can often be stressful. Reese wants to avoid this rush for
    information altogether and make the process of unsolicited bids
    much smoother.
    Accuracy matters and Reese spends a significant amount of
    time verifying the information he’ll provide to potential buyers or
    their agents is complete and up-to-date. With time at a premium,
    sometimes there’s no way to verify information other than by
    checking documents individually. It’s often only then that Reese
    notices issues which could risk jeopardising a sale or prevent it
    achieving the best value.
    Sometimes, when a property has been in his company’s
    portfolio for a few years, information is missing altogether.
    While this won’t necessarily mean that a sale will fall through, it
    may delay a deal, cost more in professional fees, and ultimately
    reduce the value from a sale. This could have a detrimental
    impact on Reese’s reputation.
    “As an asset manager, I often
    need to react to unsolicited,
    off-market bids quickly. For
    that I need to always know
    how ready a property is for
    sale and have easier access to
    accurate information about it
    so that I can inform potential
    purchases.”
    Since we launched our virtual data room software in 2005, we’ve
    been on a mission to improve the ways that business gets done.
    Our products span a company’s entire lifecycle, optimising
    processes from preparation to execution and close
    and we’re now the world leader in material information
    management.
    2
    Readiness Is for asset managers
    Achieve the highest
    value when selling
    Concentrate on high
    value activities
    Less time finding and
    verifying documents
    Asset management the Ready way

    View Slide

  46. 2
    M&A deals the Ready way
    3
    With our Material Information
    Platform, you never need
    to be concerned about your
    readiness to make targeted
    acquisitions. You’ll always be
    ready to grow your business.
    Contact our sales team to find
    out more about how Ansarada
    can help you get ready for
    your next acquisition.
    Assess your target—You’ve got your eye on a target company to acquire. You’ll
    need to assess the current state of their business, and that means taking a good
    look at their material information.
    Whether you’ll be taking steps to integrate all their processes and clients, or
    running autonomously, you’ll need to know exactly where they stand and how
    they operate. To do this, you’ll use scorecards which cover all areas of risk and
    material information, i.e. Finance, Legal. Instead of your typical excel spreadsheet
    of questions sent to target companies, these bespoke custom-built scorecards
    can be reused for each company and are benchmarked based on the intelligence
    of 20,000 deals.
    Start by inviting them to fill in basic information about their company, as well
    as any custom questions or requirements you want to add. Your scorecards
    may entail multiple stages. An initial, simple scorecard can be used for targets
    at scale, whereas a more complicated scorecard can be set up for stage two
    when the full due diligence commences. Contained within each are a series of
    questions or topics.
    Each topic contains requirements that define what material evidence
    is important, removing the need for you to explain how and why certain
    documentation needs to be provided. Their score will tell you where they
    stand in less than 15 minutes, and you’ll quickly be able to highlight both the
    opportunities and gaps
    in their material information, and ultimately their business—without chasing
    them for answers or documentation.
    Time to prepare
    Since we launched our virtual
    data room software in 2005,
    we’ve been on a mission to
    improve the ways that business
    gets done. Our products span
    a company’s entire lifecycle,
    optimising processes from
    preparation to execution and
    close and we’re now
    the world leader in
    material information
    management.
    A series of questions about your
    material information. For each
    topic, we’ll tell you what you
    need to get the best score.
    Your first score, and
    a projection for after
    you’ve filled gaps
    in your material
    information.
    We have this We don’t have this I’m not sure
    Revenue projections
    Shareholder agreements
    Top customers list
    Green Dot Pty. Ltd
    %
    Current score
    Topics
    Grant Ronnie Raymond access to your information Grant access
    20 1 1
    1 9 65
    Not starte d In progress
    Ready for review er fied
    65
    92%
    Projected score
    4
    The projected score will show you the acquisition’s potential, and the current
    score shows where they stand at that moment. The Platform enables you to
    assign priority to specific topics, guiding your targets to focus on what matters.
    To achieve their potential high score, your targets need to provide all the
    critical documents listed and have them verified; they immediately see how they
    can go from good to great, which gamifies the process.
    If your target company hasn’t been through the deal process before, they may
    struggle to understand what certain documents or requirements are. The topic
    profiles and content guides within the Platform’s content library clearly explain
    each of these and why they are important, enabling your clients to be self-
    sufficient and eliminating the need for any hand holding.
    They’ll upload their documentation and evidence into each of the topic areas,
    where it’ll be stored securely. They can also delegate responsibility across
    teams to get ready faster. They can assign a whole area, like ‘Finance’, or an
    individual topic, like ‘Employment contracts’ to the appropriate person. For
    example, John in Finance gets a notification to update all of the Finance topics
    and is accountable for completing this section. He goes on to upload all the
    documentation, with progress clearly visible as the score for this topic increases.
    Gather information
    6 Complete
    Tax
    Topics
    5
    Financials
    Topics
    22
    Human
    resources
    Topics
    11
    Policies
    Topics
    Topics let you know the
    gaps in your material
    information and tips on
    how to improve your score.
    6
    Insurance
    Topics
    65
    Operations
    Topics
    92
    Legal
    Topics
    1 1%
    %
    Green Dot Pty. Ltd.
    5
    Last 7 days
    %
    1 0
    Last 30 days
    20%
    %
    Circular Corp
    10
    Last 7 days
    %
    15
    Last 30 days
    Continuously monitor the state of your
    business readiness by watching its
    scorecards. Know at-a-glance which
    information is ready.
    Person responsible for contracts
    Third-party agreements
    Rachel Riley
    Delegate tasks to people on your team,
    giving them responsibility for that aspect
    of your information.

    View Slide

  47. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Website designs
    Mobile and responsive designs for a new
    Readiness section of the Ansarada website

    View Slide

  48. Readiness is
    Watch the video
    Get quote
    Log in
    Data Rooms Readiness Why Ansarada News
    Closing
    information
    gaps
    Reese
    Corporate development
    New York, USA
    Ricardo
    Real estate asset manager
    New York, USA
    Robin
    Start-up business owner
    Melbourne, Australia
    Readiness is
    Watch the video
    Get quote
    Log in
    Data Rooms Readiness Why Ansarada News
    Closing
    information gaps
    Reese
    Corporate development
    New York, USA
    Ricardo
    Real estate asset manager
    New York, USA
    Robin
    Start-up business owner
    Melbourne, Australia

    View Slide

  49. Reese is a real estate asset
    manager in New York and works
    with investment properties
    Get quote
    Log in
    Data Rooms Readiness Why Ansarada News
    Closing
    information
    gaps
    Reese
    Corporate development
    New York, USA
    Reese is an asset manager who works at a
    global commercial o!ce real estate company.
    It’s not uncommon for him to receive an
    unsolicited, o"-market bid for one of the
    properties in his portfolio.
    Two weeks ago, Reese was approached by a potential buyer for one of his
    company’s properties in midtown Manhattan and he began compiling material
    information about the property.
    The property manager in charge emailed Reese copies of some of the
    documents he asked for, and gave him access to a Google Drive folder used to
    store them. There were several versions of !nancials and apart from the Last
    Modi!ed date on the !les, there was no way for Reese to tell which was the
    most recent. It was the same story with other !les and worse still, he couldn’t
    !nd some information at all.
    As an asset manager, I often need to react to unsolicited, o!-
    market bids quickly. For that I need to always know how ready a
    property is for sale and have easier access to accurate
    information about it so that I can inform potential purchases.”

    What’s Reese’s story?
    Reese and his team spent time organising and
    verifying all the information that was sent to him.
    He sent dozens of emails, had several phone calls
    and face-to-face meetings with his property
    manager to ensure that the information he
    gathered for the buyer was accurate and complete.
    At one point Reese was asked to share
    information with the buyer’s law !rm. Even though
    his documents were then much better organised,
    important. The law !rm analysed the information
    Reese provided and discovered a potential problem
    with a tenancy agreement that had an impact on
    the sale.
    Organising and verifying
    This took several weeks of re-negotiation with a
    tenant. Fortunately the issue was resolved, but not
    without delaying the deal and costing his company
    unexpected legal fees. Finally the deal goes
    Months to resolve
    Engagement tracker
    65%
    We have this We don’t have this I’m not sure
    Green Dot Pty. Ltd
    65 Projected score
    92%
    Engagement tracker
    65%
    OK. Here’s what I found
    Which is the most recent tenancy
    schedule for 80 George Street?
    With Ansarada,
    information is stored
    securely in one place
    Delegate tasks giving
    them responsibility for
    your material information
    Material information is
    always on and ready for
    your next event
    Assess yourself
    Without Ansarada, contracts,
    !nancials, & leases are scattered &
    with multiple people
    With Ansarada, information is
    stored securely in one place.
    Share with others
    Sharing information via email or
    !le sharing serices is insecure
    and unprofessional
    Grant trusted colleagues access
    to your Ansarada Platform
    Know who’s interested
    Analyzes 57 factors of
    engagement using machine
    learning. Based on bidder
    outcomes in tens of thousands
    of deals in our Rooms.
    Improve Prepare Execute
    Compile and verify
    Checking every document manually
    meas risks may not be identi!ed early
    The veri!ed status of any document
    is visible on your dashboard
    Begin a transaction
    Re-packing information and
    transferring it to a thiord- party service
    Seamlessly transfer into an Ansarada
    Room at the touch of a button.
    Save on due diligence
    Up to 70% of time is spent running Q&A.
    Running a best-practice Q&A process
    through your Room can be set up in
    just a few simple steps.
    Engagement factors
    Document views
    3 day login avg.
    Daily document views
    Weekly change
    High advisor activity
    11% %
    5
    Last 7 days
    %
    Current score
    Topics
    Grant Ronnie Raymond access to your information Grant access
    20 11
    19 65
    Not started In progress
    Ready for review Veri!ed
    65
    Engagement factors
    July September
    Green Dot Pty. Ltd Assign the task of updating that
    schedule to Rachel.
    The most recent tenancy schedule for
    80 George Street was updated on the
    20th November 2017.
    Complete a series of questions
    about your material information
    Your !rst score and a projection for when
    you’ve !lled gaps in your information
    Running a best-practice Q&A process
    through your Room, set up in a few steps
    Analyzes 57 factors of engagement using machine learning. Based on bidder
    outcomes in tens of thousands of deals in our Rooms.
    Information about every property in Reese’s portfolio
    properties are now stored in The Material Information
    Platform, a software service that keeps information
    centralised and uses arti!cial intelligence to tell Reese at
    a glance which properties are ready to be sold. When
    he’s contacted about the potential sale of his midtown
    property, its dashboard shows Reese a 75% score and
    that’s high enough for him to share its material
    information. He grants limited access to the zone
    dedicated to that property where the buyer can review the
    documents he keeps there. Ansarada reporting features
    let Reese know when they have accessed his !les.
    Because of Ansarada, Reese feels in control of the
    management of his material information. He’s con!dent
    that when he’s contacted about an unsolicited bid, he’s
    able to respond faster and with more accurate
    information.
    Readiness means
    Identifying risks early Taking opportunities Reaching potential
    Raymond
    Start-up business owner
    Chicago, USA
    Read the story

    View Slide

  50. Readiness is
    Data Rooms Readiness Why Ansarada News Get quote
    Closing
    information
    gaps
    Reese
    Corporate development
    New York, USA
    Data Rooms Readiness Why Ansarada News Get quote
    Reese is a real estate asset
    manager in New York and works
    with investment properties
    Closing
    information
    gaps
    Reese
    Corporate development
    New York, USA
    Reese is an asset manager who
    works at a global commercial o!ce
    real estate company. It’s not
    uncommon for him to receive an
    unsolicited, o"-market bid for one
    of the properties in his portfolio.
    Two weeks ago, Reese was approached by a buyer for one of his company’s properties in
    midtown Manhattan and he began compiling material information about the property.
    The property manager in charge emailed Reese copies of some of the documents he
    asked for, and gave him access to a Google Drive folder used to store them. There were
    several versions of !nancials and apart from the Last Modi!ed date on the !les, there
    was no way for Reese to tell which was the most recent. It was the same story with other
    !les and worse still, he couldn’t !nd some information at all.
    What’s Reese’s story?
    As an asset manager, I often need to react to unsolicited, o!-
    market bids quickly. For that I need to always know how ready a
    property is for sale and have easier access to accurate
    information about it so that I can inform potential purchases.”

    Reese and his team spent time organising and verifying all the information that was sent
    to him. He sent dozens of emails, had several phone calls and face-to-face meetings with
    his property manager to ensure that the information he gathered for the buyer was
    Organising and verifying

    View Slide

  51. Readiness is
    Robin
    Start-up business owner
    Melbourne, Australia
    Closing
    information
    gaps
    Reese
    Corporate development
    New York, USA
    Ricardo
    Real estate asset manager
    New York, USA

    View Slide

  52. Q4 Q1 Q3
    Start interviews
    for all themes
    Readiness.is schedule
    Q4
    Launch theme one Launch theme two
    Design of social post
    templates
    Social for theme one Social for theme two
    Update website
    with theme three interviews
    and stories
    Planning and research 

    for theme one 

    (real estate)
    Planning and research 

    for theme two. 

    Commission artwork
    Planning and research 

    for theme four
    Launch theme three
    Update website
    with theme two interviews
    and stories
    Update website
    with theme one interviews
    and stories
    Commission artwork
    Social for theme three
    Planning and research 

    for theme three

    Commission artwork
    Email for theme one Email for theme two Email for theme three
    Design and development 

    of website
    Design and development 

    of email templates

    View Slide

  53. Month one Month two Month three
    Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 10 Wk 11 Wk 12
    Kick-off Final 

    review
    Launch
    Produce 

    second

    email
    Produce 

    first

    email
    First
    editorial
    meeting
    Decide
    feature story
    Commission
    artwork
    Launch 

    first

    email
    Launch 

    second 

    email
    Launch 

    third

    email
    Launch 

    pre-launch

    email
    Produce 

    third

    email
    Produce 

    fourth

    email
    Second
    editorial
    meeting
    Research
    feature story
    Write feature
    story
    Write
    editorial
    Approve
    artwork
    Launch
    social
    5x1
    Feature
    social
    1x1
    Feature
    social
    1x1
    Feature
    social
    1x1
    Regular
    social
    1x1
    Regular
    social
    1x1
    Regular
    social
    1x1
    Regular
    social
    1x1
    Regular
    social
    1x1
    Regular
    social
    1x1
    Regular
    social
    1x1
    Content
    deadline
    Pre-launch
    social
    Produce
    website
    Launch
    website
    Commission
    website
    Update
    website
    Update
    website
    Update
    website
    Indicators schedule

    View Slide

  54. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Customer journey
    through our design

    View Slide

  55. View Slide

  56. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Product experience

    View Slide

  57. Material Information Platform
    STEP 1
    STEP 2
    STEP 3
    STEP 4
    STEP 5
    STEP 6
    Begin a transaction
    Grant trusted colleagues access to
    your Ansarada Platform
    Readiness score
    Your !rst score and a projection for
    when you’ve !lled gaps in your
    material information
    With our Material
    Information Platform, you
    never need to be concerned
    about the readiness of your
    portfolio. You’ll always be
    ready to capitalize on any
    opportunity.
    Save on due diligence
    Running a best-practice Q&A process
    through your Room can be set up in just
    a few simple steps.
    Assess yourself
    With Ansarada, information is
    stored securely in one place.
    Compile and verify
    The veri!ed status of any document
    is visible on your dashboard
    We have this We don’t have this I’m not sure
    Know who’s interested
    Analyzes 57 factors of
    engagement using machine
    learning. Based on bidder
    outcomes in tens of thousands of
    deals in our Rooms.
    Document browser
    Veri!ed
    Updated
    Green Dot Pty. Ltd
    %
    Current score
    Topics
    Grant Ronnie Raymond access to your information Grant access
    20 11
    19 65
    Not started In progress
    Ready for review Veri!ed
    65 Projected score
    92%
    Assign the task of updating that
    schedule to Rachel.
    The most recent tenancy schedule for
    80 George Street was updated on the
    20th November 2017.
    Which is the most recent tenancy
    schedule for 80 George Street?
    Engagement tracker
    Engagement factors
    July September
    65%
    Green Dot Pty. Ltd
    OK. Here’s what I found
    Engagement tracker
    Engagement factors
    Document views
    3 day login avg.
    Daily document views
    65%
    Weekly change
    High advisor activity
    11% %
    5
    Last 7 days

    View Slide

  58. Engagement tracker
    Engagement factors
    Document views
    3 day login avg.
    Daily document views
    65%
    Weekly change
    High advisor activity
    11% %
    5
    Last 7 days
    Material Information Platform
    With Ansarada,
    information is stored
    securely in one place
    Delegate tasks giving
    them responsibility for
    your material
    information
    Material information is
    always on and ready for
    your next event
    Assess yourself
    Without Ansarada, contracts,
    !nancials, & leases are scattered &
    with multiple people
    With Ansarada, information is
    stored securely in one place.
    Share with others
    Sharing information via email or
    !le sharing serices is insecure
    and unprofessional
    Grant trusted colleagues access
    to your Ansarada Platform
    Know who’s interested
    Analyzes 57 factors of
    engagement using machine
    learning. Based on bidder
    outcomes in tens of thousands of
    deals in our Rooms.
    Improve Prepare Execute
    Compile and verify
    Checking every document manually
    meas risks may not be identi!ed early
    The veri!ed status of any document
    is visible on your dashboard
    Begin a transaction
    Re-packing information and
    transferring it to a thiord- party service
    Seamlessly transfer into an Ansarada
    Room at the touch of a button.
    Save on due diligence
    Up to 70% of time is spent running Q&A.
    Running a best-practice Q&A process
    through your Room can be set up in just
    a few simple steps.
    We have this We don’t have this I’m not sure
    Green Dot Pty. Ltd
    %
    Current score
    Topics
    Grant Ronnie Raymond access to your information Grant access
    20 11
    19 65
    Not started In progress
    Ready for review Veri!ed
    65 Projected score
    92%
    Engagement tracker
    Engagement factors
    July September
    65%
    Green Dot Pty. Ltd
    OK. Here’s what I found
    Assign the task of updating that
    schedule to Rachel.
    The most recent tenancy schedule for
    80 George Street was updated on the
    20th November 2017.
    Which is the most recent tenancy
    schedule for 80 George Street?
    Complete a series of questions
    about your material information
    Your !rst score and a projection for when
    you’ve !lled gaps in your information
    Running a best-practice Q&A process
    through your Room, set up in a few steps
    Analyzes 57 factors of engagement using machine learning. Based on bidder
    outcomes in tens of thousands of deals in our Rooms.

    View Slide

  59. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Ready, set, create
    A manual for using our distinctive brand assets

    View Slide

  60. Ready
    Set
    Create
    A manual for using our
    distinctive brand assets
    0.9 December 2017
    Our typography is always
    Ansarada’s transforming, from
    revolutionising M&A to the Material
    Information Platform. The typefaces we
    choose communicate this transformation.
    Trustworthy
    Often
    Conversational
    Sometimes even
    Spirited
    To illustrate how our business is evolving from an
    easy-to-use product to a platform people form
    relationships with—in some cases they literally talk to—
    our typefaces should be conversational and trustworthy.
    We’re transforming how the world sees our
    products by introducing two new typefaces. They’re
    Activ Grotesk and Lexia.
    What’s the di!erence between a
    font and a typeface?
    A typeface is what you see in the
    design of alphabets, numerals, and
    symbols whereas a font is what
    you use. Today, a font is a digital
    !le, whereas in the past it was a set
    of metal blocks that embodied a
    particular size and weight of type.
    2 Ready, Set, Create
    We set feature
    numerals at display
    sizes in Lexia Thin.
    Stand!rst paragraphs
    help us to convey key
    messages clearly.
    abcdefghijklmnopqrstuvwxyz
    ABCDEFGHIJKLMNOPQRST
    UVWXYZ0123456789
    Light
    For longer passages of written
    copy in our marketing and
    product content and for
    blockquote citations.
    abcdefghijklmnopqrstuvwxyz
    ABCDEFGHIJKLMNOPQRSTU
    VWXYZ0123456789
    Bold
    Use Bold sparingly for adding
    emphasis to text elements in
    product and marketing content
    where required.
    abcdefghijklmnopqrstuvwxyz
    ABCDEFGHIJKLMNOPQRST
    UVWXYZ0123456789
    Thin
    For feature numerals at display
    sizes, and display size
    headlines on signature
    moments.
    We use three weights of
    Lexia; Thin, Light and Bold
    A robust business plan provides
    focus to a team, a framework for
    prioritising projects.
    Lede paragraphs
    introduce our topics or
    summarise the important
    points we’re making.
    Tip: Use drop-caps to
    focus someone’s eye
    on where they should
    start reading. Match
    caps to the colour of
    nearby illustrations.
    A robust business plan provides focus
    to a team, a framework for prioritising
    your projects.
    %
    A robust business plan provides focus to a team, a
    framework for prioritising projects and reduces the
    risks of being impacted by the forseeable actions of
    other market players.
    robust business plan provides focus to a
    team, a framework for prioritising
    A
    projects and reduces the risks of being impacted by
    the forseeable actions of other market players.
    8 Ready, Set, Create

    View Slide

  61. The Ansarada logo that we’ve all come to know suited a
    young company, growing globally and connecting people via
    deal rooms. It did exactly what it needed to, but the logo had
    its challenges. It didn’t contain a ‘peelable’ element that could
    be separated from our name, it was di!cult to scale to the
    small sizes we now need in the world of mobile apps, and the
    triangular shape of the 48 dots often created uncomfortable
    white space. These were three of the challenges we faced
    while designing our new logo.
    Our creative teams worked with San Francisco based
    Godfrey Dadich Partners to design our new brand and
    marketing strategy that includes a new logo that suits a
    mature company that’s con"dent and self-assured.
    This logo includes a distinctive peelable
    mark that can be separated from our name for
    use on app icons and merchandising. The
    logo-mark contains four shapes that come
    together to form a characterful letter ‘a.’
    4
    Introducing our new logo
    Ready is reminiscent of the shape of the dots in our previous logo. Go suggests the !uid
    nature of our customers’ businesses. The circle echoes dots from our previous logo and
    represents the 360 degree view our products give customers.
    Ready, set, go, Ansarada
    We set our wordmark using Rockwell, a slab-serif
    typeface that was designed way back in 1934. Rockwell
    is a geometric slab-serif that sits solidly on its baseline.
    Its strokes appear similar in width, perfectly
    complementing Aktiv Grotesk, our primary typeface.
    5
    Rockwell
    In our original logo, the dots formed the top of a globe. Godfrey Dadich cleverly
    incorporated a reminder of this shape into our logo-mark.
    Just a few of Godfrey Dadich’s logo-mark explorations.
    8
    You‘ll need to visit our o!ces around the world to pick up one of
    these special badges and stickers.
    Be at one of the Ansarada o!ces on special occasions such as
    Doughnut Day, St. Patrick’s Day, New Year’s Eve or Halloween to
    collect one of these special badges and stickers.
    These playful treatments are for
    internal use only. Ask our design
    team before you use them.
    ANSARADA
    THE ONE
    PLACE TO
    CONFIDENTIAL:
    DO NOT
    DISTRIBUTE OR
    Our new logo-mark allows us to be playful
    and provocative with presentations we create
    for internal audiences only. For example, on
    celebrations and special occasions we may
    change its colours to match photographs.
    Our logo is !exible
    Brand green logo-mark and
    near-black wordmark on
    coloured background.

    View Slide

  62. Green is the colour of our
    brand and we it extensively
    across our products, marketing
    materials and website.
    Green Flash
    Core colours
    HEX: 32A31A
    RGB: 50 163 26
    PANTONE: 7739C
    CMYK: C79 M15 Y99 K2
    RGB: 34 34 34
    HEX: 0B0B0E
    RGB: 255 255 255
    HEX: FFFFFF
    RGB: 113 204 82
    HEX: 71CC52
    RGB: 9 104 2
    HEX: 096802
    We combine our green with near
    black and white to create a
    con!dent look.
    Green Near-black
    White
    When we need darker or lighter
    green accents, it’s permissable to
    use one of these variants:
    Accents
    Do: Use green to represent positive
    results consistently across our
    products. For example, a green tick
    or border around a success
    message.
    Don’t: Use green for calls to action,
    including buttons.
    13 Ready, Set, Create 36
    Ready, Set, Create
    Use white #FFF or black #000 device
    frames against dark backgrounds. Use light
    grey #EFEFF1 or near-black #0B0B0E
    device frames against light backgrounds.
    Laptop screens
    Although we appreciate that not everyone uses an Apple device,
    the minimal aesthetic of Apple’s MacBook laptops emphasises
    our product screenshots. You’ll !nd Sketch templates for these
    devices in Design / Global Assets on Google Drive.
    Tablets
    Apple iPad: black and white
    Apple MacBook Pro: silver
    Apple MacBook: gold, silver, and space grey
    Apple devices montage

    View Slide

  63. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Ready, set, present
    A tutorial on how to designing inspiring presentations at Ansarada,
    workshop materials, and the Ansarada Slide Library.

    View Slide

  64. Chart title
    0
    5
    10
    15
    20
    Oct Nov Dec
    Target Actual
    1932
    The Hound of the Baskervilles
    Sherlock Holmes Ba!ed 1900 Arthur Marvin 30 seconds
    Adventures of Sherlock Holmes 1905 Alfred L. Werker 1 hour 25 minutes
    Arsène Lupin contra Sherlock Holmes 1910 Viggo Larsen 5 episodes
    A Study in Scarlet 1914 Edwin L. Marin 1 hour 17 minutes
    Der Hund von Baskerville 1914 Rudolf Meinert 65 minutes
    The Valley of Fear 1916 Alexander Butler 108 minutes
    Sherlock Holmes 1916 Arthur Berthelet 116 minutes
    Sherlock Holmes 1922 Albert Parker 136 minutes
    Der Hund von Baskerville 1929 Richard Oswald 65 minutes
    Sherlock Holmes

    View Slide

  65. Andy Clarke creative handover June ’18 @malarkey [email protected]
    Cutting room floor
    In every project, there are designs that never make it beyond the
    concept stage, and Ansarada was no exception. Here are just a few of
    my working draft designs since January ’18.

    View Slide

  66. View Slide

  67. Andy Clarke creative handover June ’18 @malarkey [email protected]

    View Slide

  68. View Slide

  69. View Slide

  70. View Slide

  71. View Slide