Tombstones and credentials are an integral part of any investment banking pitch or marketing collateral. Analysts and presentations specialists at all investment banks and advisory firms spend a significant amount of their time creating the perfect credential slide. The typical challenges are dis-organised deal information, inconsistent formats and templates, and highly manual effort of formatting.
Acuity’s TombstoneHub is SaaS based solution to these challenges that streamlines and automates the cumbersome process and creates fully formatted credential slides in any client template instantly.
- Web-based platform – Easy to use SaaS platform with individual user authentication
- Centralised data – Collates and centralises deal data on a single platform by importing data from Excel/PowerPoint or integrating with SQL databases or other applications such as Salesforce
- Logo library – An easy-to-source and easy-to-create centralised library of high-quality logos. Automatic download of new logos
- Custom filters – Ability to build customized deal lists through multiple filter options
- Template-agnostic solution – Creates formatted and organised tombstones in any template, through dynamic customisation functionality
Approach & Impact
- New Credential slides: Create customized deal list based on various filter options, select required slide template and download ready-to-go credential slides
- Update existing credential slides: Upload existing slides, add new deals or remove any existing tombstones, and download updated credential slides
- Potential time savings of up to 80%
- Improved operational efficiencies through data centralisation
- Fully automated solution, removes reliance on DTP team