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Dynamic Tombstone & Bio Library

Deck-Ready Credentials in Seconds, Not Hours

Access your entire deal database and team directory instantly in PowerPoint – searchable, always current, perfectly formatted.

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Build Pitchbooks 75% Faster

Insert pre-formatted tombstones and team bios in one click instead of manually sourcing deals, checking titles, copying logos, and formatting credentials.

One Source of Truth

Centralized database for deals and team: admin updates in minutes, changes appear instantly for all users firm-wide.

Fully Brand-Consistent

Marketing controls all formats centrally – tombstones and bios always match your brand, no manual formatting required.

Rothschild & Co logo featuring a bundle of arrows, relevant to outlook signature manager solutions.
Greenhill tombstone logo for Mizuho M&A Restructuring.
BNP Paribas logo featuring three stylized stars in a square.
UniCredit logo. Outlook Signature Manager for banking.
KPMG logo displayed against a background of vertical lines.
Santander logo. Outlook Signature Manager.
Meridian Capital Group logo: three vertical bars and the company name.

Complete Credential Management, Directly in PowerPoint

Searchable databases for deals and team members, accessible directly in PowerPoint with customizable filters and one-click insertion.

Elementor editor interface in WordPress showing page “Tombstone,” with sidebar panel, preview area, and loading overlay visible

Find Deals and Team Info Instantly

Filter tombstones and bios by name, sector, deal size, date, or your firm’s personalized filters.

Instead of hunting through shared folders, Excel lists, or outdated decks, bankers and deal teams can surface exactly the most up to-date transactions and profiles for each pitch in seconds.

Insert in Multiple Formats

Choose from standard tombstones, case studies, or logo grids for deals. Select short bios, long bios with headshots, or team grids for people.

Every credential inserted is presentation-ready, with no manual resizing and alignment, logo adjustments, or formatting corrections required.

Team directory software interface showing profile options and search filters.
Deal database showing Biblio Capital data, investment banking information, and available formats.

Easily Update and Distribute Firm-Wide

When a deal closes, a banker is promoted, or someone changes offices, your admin updates the centralized database once. Changes are reflected immediately across all users and future pitchbooks, eliminating outdated titles, incorrect deal data, or inconsistent bios.

Access Your Existing CRM and Data Sources

Rather than re-entering information manually, leverage your existing data sources to populate tombstones and bios – ensuring accuracy and efficiency while maintaining full control over formatting and presentation in PowerPoint.
Biblio Capital tombstone examples: investment banking M&A deal, expanded tombstone with features, and logo. Administrator panel open.

Works With Your Complete Workflow

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AI Consistency Check

Validates that tombstone and bio data matches references throughout your pitchbook for guaranteed accuracy.

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Content Library

Access other approved firm materials (case studies, sector reports) alongside tombstones and bios.

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PowerPoint logo finder: White "C" in an orange circle.

Logo Finder

Instantly insert high-quality, on-brand company logos into your deck without leaving PowerPoint.

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Color picker tool with a green plus sign for adding colors.

PowerPoint Formatting

Apply firm formatting standards automatically to complete your credentials slides.

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PowerPoint Track Changes

Compare two versions of a presentation to instantly see and review every edit.

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Excel to PowerPoint Link

Keep financial tables and transaction data synchronized between Excel and PowerPoint. When deal figures change, update them across your pitchbook in seconds.

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Financial Modeling Tools

Build, audit, and navigate complex financial models faster with intuitive Excel tools that help you add formulas, track precedents, and solve errors in just a few clicks.

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Built for Investment
Banking Teams

See how leading investment banks use Dynamic Tombstone & Bio Library to create premium pitchbooks 75% faster – with perfect brand compliance and always-current credentials.

Discover UpSlide for Investment Banking
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Trusted by Leading Finance Firms

Meridian Capital Group logo: three vertical bars and the company name.

We’ve cut the time spent on pitch creation by up to 75% by using UpSlide. Before UpSlide, we would spend two hours creating an initial pitch. Now, we can create that same highly customized pitch in 30 minutes or less.

Professional headshot of a man in a blue suit and light blue shirt.

Benton Sturt,
Director, Meridian Capital

Read Meridian Capital's Story
UniCredit logo. Outlook Signature Manager for banking.

UpSlide frees up time to concentrate on the real pitching activity. It eliminates the time spent organizing the pitch, checking and proofing – you can rest assured that part is done correctly and instead concentrate on idea generation and adding value.

Professional man in glasses and suit, smiling confidently.

Peter Dieler,
Associate Director DCM,
UniCredit

Read UniCredit's Story

Build Pitchbooks in Minutes, Not Hours

See how Dynamic Tombstone & Bio Library eliminates manual

credential creation for investment banking and M&A advisory teams.

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FAQs

How Does Dynamic Tombstone & Bio Library Work?

Dynamic Tombstone & Bio Library centralizes your firm’s transactions and team profiles in a structured database that is accessible directly within PowerPoint.

Bankers and deal teams can filter deals by any personalized filter set up at company level. Once selected, tombstones and bios are inserted in one clic – fully formatted to match your firm’s brand guidelines automatically.

There is no need to copy, paste, resize, or manually adjust layouts. Every credential is presentation-ready from the moment it’s inserted.

Can I Integrate With Our Existing Deal Database and People Systems?

Yes. You can leverage your CRM or internal data sources to import and refresh transaction and team data.

Rather than replacing your CRM, Dynamic Library uses your trusted data sources to populate tombstones and bios in PowerPoint. This ensures accuracy and consistency while keeping full control over formatting and presentation within your pitchbooks.

What Formats Are Available for Tombstones and Bios?

Dynamic Library supports multiple firm-approved formats to suit different pitch scenarios. These are decided with your team at implementation.

All formats are customized to your brand and centrally managed by Marketing or your chosen admin to ensure consistency across the firm.

How Does this Compare to Native Microsoft Functionality?

Microsoft 365 currently has no dedicated functionality for building tombstones within PowerPoint. Having specialized in finance-specific enhancements to the Microsoft 365 workspace, UpSlide’s Dynamic Tombstone Library offers the most efficient and reliable tombstone-building interface for investment bankers and financial advisory professionals.

How Long Does Implementation Take?

UpSlide’s implementation involves a few main steps: kick-off, setup, user acceptance testing and rollout. Its length will then depend on the level of customization needed, the number of users to train, and the options you choose.

 

On average this process lasts less than six weeks, during which our in-house team will be on-hand to answer any questions and ensure the deployment is a success.

Do We Need to Manually Enter All Our Historical Deals and Team Bios?

No. Dynamic Library supports bulk import from Excel deal lists, and HTML exports from CRMs and other Data Sources.

For firms with hundreds – or thousands – of transactions and team members, data migration is handled efficiently to avoid manual re-entry wherever possible.

How Do We Keep the Database Current?

Your designated admin – typically within Marketing, Operations or Business Development – updates the centralized database when deals close or team information changes.

 

Updates take minutes and are reflected instantly for all users. This eliminates outdated credentials, incorrect titles, and multiple conflicting versions across the firm.

 

By maintaining one controlled source of truth, every pitchbook reflects accurate, up-to-date credentials.