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Meridian Capital Cuts Pitch Creation Time by 75% with UpSlide

30+

years in business

4x

faster pitch creation

275+

transactions closed

UpSlide has enabled us to improve consistency, efficiency and quality across multiple levels within our firm.

We’ve had the tool for 8 years now and we’re still astounded by how much value our whole team continues to gain from it.
Headshot of Brian Murphy, Meridian Capital

Brian Murphy, President and MD
Meridian Capital

Objectives

Ensure teams can create highly-customized deliverables efficiently.

Standardize internal document templates in a centralized library.

Reduce the risk of human error with intuitive automation tools.

Context


Meridian Capital serves as a trusted advisor to business owners on corporate finance, M&A and strategic challenges.

 

The firm differentiates itself through its deep industry insights, highly customized service approach and end-to-end commitment to execution.

 

Back in 2015, the firm became concerned that presentation creation was becoming time intensive. Therefore, they needed an all-in-one solution to help them produce customized deliverables quickly.

UpSlide's UX when building a pitchbook

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.

Headshot of Benton Sturt from Meridian Capital

Benton Sturt, Director
Meridian Capital

Challenge

Meridian’s commitment to their clients meant junior staff spent too much of their time creating highly customized presentations.

 

The three main improvements they wanted to make were: increasing efficiency, improving brand compliance and fostering collaboration.

 

Having experience with Microsoft Office add-ins at previous firms, the team knew the type of tool they needed and had high expectations for the solution.

The UpSlide Project

UpSlide's Content Library for marketing teams, enabling efficient management and distribution of branded content.

Meridian began using UpSlide in 2016, with the UpSlide team customizing the tool and training all users in just three weeks. “The process was simple, and our users picked up key functionality automatically,” says President and Managing Director Brian Murphy.

 

After a couple of years, the Meridian team needed their presentation materials revamped. After initially using a third-party design agency to create their new materials, they found these difficult to adopt. They needed a partner who truly understood their work, so they turned to UpSlide’s design team to help.

 

“Once we learned UpSlide had a design service, we spoke with them and could tell they really knew how to design slides that are easy to update and look beautiful.”

UpSlide's Content Library for marketing teams, enabling efficient management and distribution of branded content.

Having beautifully designed slides and a tool enabling our team to make quick and easy use of them is invaluable for us.

Headshot of Brian Murphy, Meridian Capital

Brian Murphy, President and MD
Meridian Capital

Impact

Trust us to help you build better documents faster