Your Firm’s Single Source of Truth Is a Shared Library
Every banker has had that moment: you know a market overview slide or industry chart exists somewhere, but finding it means digging through previous decks or frantically sending messages to your colleagues. Multiply that by dozens of slides a week, and you’ve got a serious drag on productivity.
Shared libraries solve that problem. Imagine what your teams could accomplish if they could access a single central repository for your approved slides, charts, disclaimers, and bios. Team members just pull what they need, and it’s ready to drop into your pitchbook.
- Efficiency: Analysts spend less time searching and doing what they do best
- Consistency: Every office, whether it’s in New York or London, works from the same set of materials
- Speed: Client-ready decks built with fewer, faster review cycles
Here’s what that might look like in practice. When a Managing Director calls for a deck update by tomorrow morning, you don’t have to start over from the beginning. Instead, you assemble a polished presentation from pre-approved building blocks.
Streamlining Deal Credentials with Tombstones
Tombstones are proof that your firm can do what it claims. They highlight real-world achievements and outcomes for potential clients or existing clients about to start a new project. The problem is that tombstone management is rarely simple. Without a structured system, tombstones get buried in past presentations, inconsistently formatted, or, worse, end up out of date.
A tombstone library changes that. With a DAM platform, you can:
- Store all deal credentials in one centralized, presentation-ready database
- Filter tombstones however you need (by sector, deal size, geography, or time period)
- Insert them into a deck in just a few clicks, perfectly formatted every time
Let’s say you need to highlight all software M&A deals closed in the past 18 months. Instead of scrambling through folders, you filter, select, and drop them in.
Brand Accuracy With No Guesswork
Logos might seem pretty inconsequential, but in client-facing materials, they matter a lot. These are things that your clients expect you to get right. The wrong or outdated logo, or a low-resolution version pulled from the web, can often reflect poorly on your firm.
Macabacus’ logo library is powered by Brandfetch, the leading platform for real-time access to brand data, giving you access to over 22million up-to-date logos: Find, then add the logo you need directly in PowerPoint
- Be confident you’re using the most up-to-date version
- Save time hunting through files or asking colleagues for “the right one”
Brand Compliance at Scale with Dynamic Presentation Templates
Every pitchbook has an agenda slide, disclaimers, standardized layouts, and branded formatting. The challenge is in keeping them consistent while working under the pressure of a deadline. Manually fixing margins, numbering, or fonts wastes time and increases the chance that you’ll make a mistake.
Presentation templates powered by DAM tools automate compliance, so your decks are always client-ready.
- Dynamic agendas update automatically as slides move around
- Pre-populated slides make sure disclaimers and standard sections are never missed
- Formatting controls set standards for layout/design, fonts, and more in just a few clicks
DAM Tools in the Real World
The value of these tools shows up in daily workflows, like the following:
- Pitchbook creation: Instead of piecing together slides from old decks, analysts assemble a pitchbook fast with pre-approved slides, tombstones, and logos from shared libraries
- Quarterly reporting: A shared library makes sure that every team pulls from the same templates and charts, so reports are right every single time
- Client updates: When a client needs an updated deck overnight, a DAM library lets you deliver fast and with confidence
The result is measurable: hours shaved off every week, fewer last-minute errors, and decks that reflect the professionalism of your firm every time.
Why the Right Tools Matter at the Decision Stage
At this point, it’s not whether a DAM platform is valuable. You already know the risks of disorganized assets. The question is which tools deliver the most value in real workflows.
For banking and finance professionals, the answer is clear. Macabacus is purpose-built to meet the needs of firms that work under tight timelines, to create high-polished, on-brand, high-stakes deliverables, with features such as:
- Shared libraries for centralized access to approved digital assets
- Tombstone management for accurate credentials
- Logo libraries for simplified logo management and access
- Presentation templates for standardized slide layouts and formatting
