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
Featured Blog
Presentation Design Services within Financial Services
The biggest challenge for investment bankers is speeding up turnaround time while working on detailed and informative pitchbook presentations. Investment banking clients of Evalueserve can take use of a full range of presentation design services, including the templates and layouts creation, formatting support, and the pitchbook support using our in-house bankers’ productivity suite - Pitchready.
Related Products
AI-optimized products that scale.
We offer a distinct suite of products with careful attention to client-specific agility and seamless integration into existing platforms.

Pitchready
Modernize pitchbook creation with Pitchready, a PowerPoint add-in for faster, easier access to client-ready logos, tombstones, and templates.

Researchstream
Facilitating modern workflow with superior proficiency, reliability, and configurability for research and design.

Compsbuilder
Accelerate the valuation process with a one-stop platform for trading comps and benchmarking data. Automatically remove duplications and standardize data for re-use.

- 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.