Marcelo Portfolio DESIGNSOFNYC

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21:48:07

CONTACT NOW

LOCAL/

21:48:07

CONTACT NOW

RVMPD:

From SMB SaaS to Wealth Intelligence

RVMPD:

From SMB SaaS to Wealth Intelligence

RVMPD:

From SMB SaaS to Wealth Intelligence

RVMPD:

From SMB SaaS to Wealth Intelligence

B2B SaaS | Embedded Data + Intelligence | Wealth + RIA | Startup

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CONTEXT

RVMPD began as an AI-powered SMB business toolkit. As the platform evolved and leadership shifted, the company repositioned toward embedded financial intelligence and wealth-focused data infrastructure.

I led the brand strategy and product narrative through three stages of the company’s evolution.

• RVMPD 1.0 - AI SMB Toolkit
• RVMPD 2.0 - Data & Intelligence SaaS Platform
• RVMPD 3.0 - Premium Wealth Intelligence Positioning

Each stage required redefining the brand narrative, visual system, and product storytelling to support a new market direction.

Leadership Role

• Led brand strategy and creative direction across product, marketing, and investor communications

• Guided the company through three brand and positioning evolutions as the platform matured

• Partnered with leadership to align product narrative, website architecture, and sales storytelling

• Defined the visual identity and communication framework for each stage of the company’s evolution

Strategic Approach

• Reframed the product narrative from an SMB tool aggregator to an embedded intelligence platform

• Developed a scalable brand system capable of adapting across multiple positioning shifts

• Simplified complex product capabilities into clear platform storytelling

• Structured the marketing website and sales materials to support enterprise positioning

EXECUTION

• Designed the RVMPD brand identity, typography system, and visual language

• Directed the marketing website design and product storytelling framework

• Built presentation systems and sales decks used for investor and client conversations

• Developed UI design language and product visuals aligned with the platform’s new positioning

IMPACT

• Enabled RVMPD to reposition from SMB SaaS tooling toward higher-value intelligence services

• Created a scalable brand foundation supporting multiple product evolutions

• Improved clarity across product messaging, marketing materials, and investor communication

RVMPD 1.0

INITIAL IDENTITY: SMB tools + AI

[not my work - original branding, prior to both pivots]

RVMPD 1.0

INITIAL IDENTITY: SMB tools + AI

[not my work - original branding, prior to both pivots]

RVMPD 1.0

INITIAL IDENTITY: SMB tools + AI

[not my work - original branding, prior to both pivots]

RVMPD 1.0

INITIAL IDENTITY: SMB tools + AI

[not my work - original branding, prior to both pivots]