Investment Banking Advisory
Presentation & Design Services
Providing holistic presentation and design support to investment banks, private equity firms, investment management firms, and other financial institutions for creating custom client-ready pitchbooks and marketing material
Investment Banking Advisory
Presentation & Design Services for Financial Services Firms
Evalueserve’s Presentation & Design services simplify the everyday design requirements of our investment banking and private equity clients. We help them create engaging and high quality pitchbooks by leveraging our trained presentation specialists and automated solutions. We provide leading Financial Services firms with solutions that are customized to meet their unique needs and provide 24×7 global coverage to deal teams.
Our industry-leading banker productivity suite, Pitchready, allows bankers to create pitchbooks and creative designs more efficiently. Pitchready hosts repositories for artefacts commonly used in pitchbooks and marketing decks such as logos, icons, infographics, templates, and more.
Our Capabilities
Creating High Quality Pitchbooks Using Human Creativity and Automation
Pitchbook Support
1. Formatting pitchbooks
2. Rebranding to new templates
3. Converting hand-written notes to standard slides
Custom Templates
1. Template & layout creation as per company website
2. Conversion of decks to custom templates
Charts & Graphs
1. Creating standard & custom charts like varied width chart, waterfall charts, Treemap charts etc.
2. Formatting excel tables and workbooks
Simple & Complex Maps
1. Creating simple pin maps, as well as complex heat maps
2. Oil pipeline and Basin Maps
Visual Enhancement
1. Onscreen presentation
2. CIM word documents
3. Redactions & org charts
4. Email & marketing design
AdHoc Tasks
1. Animated presentation
2. CIM word documents
3. Redactions & org charts
4. Email & marketing design
Our Products
AI-Powered Products That Scale
Insightsfirst
AI-enabled platform that empowers you to get an edge in the market through differentiated insights and recommendations.
Spreadsmart
Automate financial data extraction for valuation. Improve accuracy and increase the speed of financial spreading by 70%.
Insightloupe
Combination of human expertise and best-in-class technology to patent landscaping; obtain expert–backed IP and R&D insights.
Publishwise
An AI-powered platform that lets users swiftly recommends content for proposal creation using intelligent search, NLP and ML.
- Solutions for Financial Services
Related Industries
Additional Industries.
Investment Banks
Corporate & Commercial Banks
Asset & Wealth Management
Talk to One of Our Experts
Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.