Boost COO Efficiency with Pitchly's Tombstone Workflow

Understanding the Importance of Tombstones in Investment Banking

Tombstones, also known as deal tombstones, play a crucial role in investment banking. They serve as physical and digital representations of completed transactions and are often used to showcase a firm's track record and expertise to potential clients and stakeholders. Tombstones can be instrumental in demonstrating a firm's success and reliability, which is essential for building trust and securing future deals.

Detailed Steps to Implement Pitchly's Tombstone Workflow

Implementing Pitchly's tombstone workflow can significantly streamline the process of creating and managing tombstones. Here’s how:

1. Navigate to the Tombstones Table: Start by clicking "New Row" in the Tombstones table and search for the Deal ID.
2. Retrieve Entity IDs and Template Number: Click on the Deal ID to access the necessary details, including the logo Entity IDs and Template number.
3. Enter Details into the Tombstone Record: Populate the fields with the retrieved Entity IDs and Template number, then click "Create."
4. Bulk Import for Efficiency: For multiple tombstone records, use the bulk import feature to save time. Export new deal records, ensure all logos are added, and import the deals into the Tombstones table.

Operational Efficiency and Cost Savings with Pitchly

Pitchly's tombstone workflow offers several benefits that can enhance operational efficiency and reduce costs for investment banking firms:

• Automated Data Retrieval: By automating the retrieval of deal details and logos, Pitchly minimizes manual data entry, reducing the risk of errors and saving valuable time.
• Centralized Data Management: Pitchly consolidates all tombstone-related data in one place, making it easy for team members to access and update records, thus improving collaboration and reducing data silos.
• Customizable Templates: The ability to use dynamic, customizable templates ensures that tombstones are consistently formatted and visually appealing, which is crucial for maintaining a professional image.
• Bulk Import Capabilities: The bulk import feature allows for the efficient creation of multiple tombstone records at once, significantly speeding up the process.

Real-World Applications and Success Stories

Several investment banking firms have successfully implemented Pitchly's tombstone workflow, experiencing notable improvements in efficiency and cost savings. For instance:

• Firm A reduced the time spent on creating tombstones by 50%, allowing their team to focus on higher-value tasks.
• Firm B saw a 30% reduction in errors related to manual data entry, resulting in more accurate and reliable tombstones.
• Firm C improved their internal collaboration and data sharing capabilities, leading to faster decision-making and enhanced client presentations.

Conclusion: Elevating Efficiency and Reducing Costs

By adopting Pitchly's tombstone workflow, investment banking firms can streamline their operations, reduce costs, and enhance their overall efficiency. The automation and centralization of data, along with customizable templates and bulk import capabilities, make Pitchly an invaluable tool for any firm looking to improve their tombstone management process.

Invest in Pitchly today to transform your tombstone creation process, impress your clients, and stay ahead of the competition. Contact us to learn more about how Pitchly can benefit your firm.