Deal credentials were difficult to find, assemble, and format consistently
An investment banking advisory team needed to create tombstones and credential slides for pitchbooks, confidential information memoranda, and client presentations. Deal details, logos, and text were distributed across existing assets, making creation and reuse time-consuming.
The team needed a more organized way to maintain transaction information and generate consistent outputs without repeatedly assembling each credential manually.
A centralized deal intelligence application
We built a web application for managing deal information and generating tombstones and credential slides from structured records and preformatted templates. The source describes personalized access, dashboards, bulk editing, tagging, categories, search, and exports to PDF and PowerPoint.
The implementation brought several related tasks into one workflow:
- Maintain structured deal and credential information.
- Organize records using tags and categories.
- Find relevant past transactions through search and filtering.
- Apply logos and text to predefined layouts.
- Generate presentation-ready outputs.
- Support bulk operations for larger sets of tombstones.
The source also describes migration and structuring of legacy tombstones, including links to deal metadata and logo assets. This transformed an archive of static documents into information that could be searched and reused.
Reported impact
The source claims a 70-80% reduction in tombstone creation time, alongside less manual formatting and faster preparation of pitchbook content. The percentage should be confirmed with the project owner and the client's approved measurement before publication.
The qualitative benefit is a more repeatable process: deal credentials can be located, assembled, and presented with more consistent formatting rather than recreated from scattered source files.
Why this workflow matters
Credential creation may look like a small production task, but it sits close to business development. A structured credential library helps teams retrieve relevant experience quickly and reduces the repeated effort involved in preparing client-facing material.
A similar application should be designed around the firm's actual credential formats, metadata, access roles, and export requirements. The purpose is not to replace judgment about which deals belong in a pitch, but to reduce the mechanical work required to produce accurate, consistent materials.
If your team repeatedly rebuilds pitchbook credentials from old files, a searchable deal library and template-based generator may be worth evaluating.
