Dynamic Tombstone Library

Insert perfectly formatted, up-to-date credentials into your pitchbooks and proposals, without leaving PowerPoint.
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Productivity

Search for the relevant deals and build tombstone slides in one click, directly in PowerPoint

Compliance

Guarantee that all teams are inserting up-to-date, brand-compliant credentials into their documents

Flexibility

Showcase your deals in a variety of formats, such as case studies, simple logos, or tombstones

Easily access the correct tombstones for your pitchbook or proposal

Enable teams to filter and search for deal data according to specific criteria, within PowerPoint.

 

These filters can be personalized to perfectly suit the specifics of your company.

Create tombstones in multiple formats, on demand

Choose which branded format you’d like to present it as: be that a tombstone, complete case study or logo. Formats are totally customizable based on your needs.

 

Your credentials will then be created on-demand, incorporating the most up-to-date information and visuals.

We can also help you include up-to-date bios into your pitchbooks.

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Manage tombstone data easily via a centralized source

Has a recent deal closed? Admins can update their tombstone database within seconds. All transaction history will be stored, updated and maintained in a central Excel file and image folder. Rest assured that teams are inserting consistent, accurate tombstones into their pitchbooks or proposals.

 

Plug the Dynamic Tombstone Library onto your existing deal database or CRM. Ask us for our ever-growing list of integrations.

Even your most complex needs are taken care of

Need a different tombstone layout for a particular deal type? Or, want to customize user editing access? Our team will ensure that your Dynamic Tombstone Library handles all complex logic with ease.

 

Your Dynamic Library will cater to all deal types and user variations from day one; then, moving forward, your administrators will have full autonomy!

  • Our bankers used to spend hours sourcing or creating tombstones, then liaising with marketing to check their accuracy. Now, they are confident that all updated, brand-compliant content is in the centralized Dynamic Tombstone Library, so they can pull together quality pitch decks much faster.

    Joanna Osborne
    Head of Marketing, Singer Capital Markets

  • Our teams can quickly select up-to-date corporate slides from the Library, then filter and insert perfectly formatted tombstones to showcase our credentials.

    Richard Ellis
    Director, Clearwater International

  • UpSlide allows us to focus on the most important parts of our jobs. It runs seamlessly in the background and is intuitive to use. UpSlide is so integrated into our processes now that you forget it’s even an add-in!

    Aakash Kotak
    Executive, Campbell Lutyens