Positioning & Website Proposal
Trident Strategic Partners
Prepared by: Vercept Digital
Date: August 20, 2026
Valid until: August 29, 2026
Prepared for Chris Wrenn and the Trident team. This outlines the recommended scope, process, timeline and investment to bring the website in line with the brand you’ve already built.
A refined brand, and a website that hasn’t caught up
( 01 )
Trident operates as an investment advisor at the top of the funnel and as a direct investor underneath it, across real estate and operating companies. Three years in, roughly $20m raised, largely from individuals.
( 02 )
The next stage is family offices and institutional wealth managers. That audience arrives with different expectations, and the site is the first thing they see.
The brand is settled. The structure underneath it isn’t.
The Opportunity
Move upstream with a platform that reads as institutional
A fourth real estate deal closes in September with a co-mingled fund behind it. The new platform should be ready to carry that track record, not built after the fact. Starting 15 September puts the platform live before the fund launch.
Settle the strategy and structure first, then design and develop a brand new online presence.
* COPYRIGHT - VERCEPT DIGITAL. PRE-PROJECT CONCEPT.
( 01 )
A minimal, restrained platform built on your existing brand refinement, extended into the components and layouts a website needs but a brand deck doesn’t cover.
( 02 )
Structured so wealth managers, allocators and founders each reach the proof they came for. Your team publishes insights and adds deals without a developer.
Phase 01
( week 1 )
Discovery
Competitive review
Audience mapping
Vertical architecture
Positioning recommendation
Creative brief
Phase 02
( week 2 )
UX & Design
Sitemap & hierarchy
Wireframes
Design system
Page layouts
Phase 03
( week 3-4 )
Development
Responsive build
CMS integration
Content migration
Performance optimization
QA & testing
Phase 04
( week 5 )
Launch
Go-live
Firm overview deck
Strategy, Positioning and Wireframing
Digital Design System, Copywriting, Website Design & Development
Identity application, Firm Deck, Site Go-Live & Transfer
Total
$15,000
( Payment Schedule )
25% DUE BEFORE EXPIRY, TO SECURE THE PROJECT
25% at kickoff
25% at design approval
25% at pre-launch
Four steps to get started
I work exclusively with US financial firms repositioning for institutional investment
VERCEPT Digital is Kelsey. Senior work end to end, one point of contact, no juniors and no handoffs.
years
in the industry
Days
Avg. Until First Inquiry
%
Institutional Finance Focused
$
B
CAPITAL INFLUENCED
Recent Clients Include:
Saif & Nate
Co-Founders, SIGU Capital
"
Kelsey is the person you need in your corner with all things digital. He is thoughtful, responsive and delivers high quality products and services for his clients. Kelsey has our highest recommendations.
proposal valid UNTIL August 29, 2026. After that, scope and pricing are re-quoted against availability at the time.
DEPOSIT REQUIRED BY: 29 August 2026, 5PM EDT