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eReportalDeck }
                                    How responsive is your
                                    investment marketing and                                                     Scheduled
                                    sales content strategy?
                                                                                                                 Unscheduled

Collateral & Pitchbook Software                                                                                  Coffee Talk

                                                                                                                 No Worries.




                                  eReportalDeck is a content production, governance,
                                  presentation and distribution platform. It serves the symbiotic
                                  strategies of Investment Marketing and Sales as they push for top-line.
     Start a Conversation
          Minh Nguyen
                                  Empower both groups by achieving a content strategy that can be
     Director, Relationships
                                  responsively custom, data driven, and interactively enriched. Produce
      mn@vardentech.com
                                  pitch books, tear sheets, and other public collaterals effectively with
       617.482.5902 x309
                                  data and graphical power. Gain governance, risk management, and
     PitchbookSoftware.com
                                  greater presentation mediums.




                                                           Overview
                                                           Data Driven Native PowerPoint®
                                       Select
                                                           Standard PowerPoint® has an integrated eReportalDeck toolbar for
                                      Refine
                                                           injections of data-driven content. Callable values, across enterprise
                                     Distribute
                                                           sources, can dynamically populate charts, graphs, and tables. Sourced
                                       Track               textual content can be set to merge with static ones (e.g. Dear
                                                           [FromCRM.Prospect_Name], please note that content here-in apply only to
                                                           [FromAcctSys.CurrentDate]). Creative flexibility remains at the user level

                                       +            +      while enterprise governance provides for otherwise manual maintenance
                                                           of at-risk data content.
                                                +

                                                    +      Graphical Template Designer
                                                           Alternative to PowerPoint®, there is a deployed Template Designer with
                                                           multiple graphical engines and design intelligence. PowerPoint® and
                                  Industry Presence        Designer-based content can be merged – defining enterprise vs. desktop.

                                                           Privileged Controls of Content
                                                           Content can be managed by privileged internal users. Audited and
                                         MMI               workflow-guided controls can be as great as slide deletion/shifting, run-
                                       Sponsor             time data change, and desktop content merge with enterprise set.

                                  Money Management         Privileged Self-Servicing Functions
                                  International Sales      Some self-servicing functions include capabilities for privileged internal
                                    and Marketing
                                                           users to gain ad-hoc data aggregation. On-demand packaging can be
                                                           privileged to merge static and dynamic slides into data-driven decks.
                                                           Self-service targets user-level flexibility while limiting production labor
                                                           with multiple risk suppression logics.


                                        AIMSE              Data/Operational Governance
                                       Sponsor             From custom data validations, responsive system intelligence, to
                                                           operational and compliance guidance, enterprise governance can be
                                    Association of         defined in relations to user-level self-servicing and controls.
                                     Investment
                                  Management Sales
                                                           Workflow
                                     Executives
                                                           Document workflow as well as open-ended process and data recon
                                                           interrogation enable cross-enterprise participation.

                                                           Presentation Mobility / Portal Publication
                                        PAICR              Custom mobility via such devices as iPad® enables internal users’
                                       Sponsor             leverage of interactive presentation platforms where operational guidance
                                                           and intel can be gained. Secure custom portals can be deployed for
                                  Professional Assoc.      valued audiences to review expiring custom content. Digital distribution
                                     of Investment         of content focuses on usage/operational intelligence while limiting risk.
                                   Communications

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eRportalDeck - Pitchbook Software

  • 1. eReportalDeck } How responsive is your investment marketing and Scheduled sales content strategy? Unscheduled Collateral & Pitchbook Software Coffee Talk No Worries. eReportalDeck is a content production, governance, presentation and distribution platform. It serves the symbiotic strategies of Investment Marketing and Sales as they push for top-line. Start a Conversation Minh Nguyen Empower both groups by achieving a content strategy that can be Director, Relationships responsively custom, data driven, and interactively enriched. Produce mn@vardentech.com pitch books, tear sheets, and other public collaterals effectively with 617.482.5902 x309 data and graphical power. Gain governance, risk management, and PitchbookSoftware.com greater presentation mediums. Overview Data Driven Native PowerPoint® Select Standard PowerPoint® has an integrated eReportalDeck toolbar for Refine injections of data-driven content. Callable values, across enterprise Distribute sources, can dynamically populate charts, graphs, and tables. Sourced Track textual content can be set to merge with static ones (e.g. Dear [FromCRM.Prospect_Name], please note that content here-in apply only to [FromAcctSys.CurrentDate]). Creative flexibility remains at the user level + + while enterprise governance provides for otherwise manual maintenance of at-risk data content. + + Graphical Template Designer Alternative to PowerPoint®, there is a deployed Template Designer with multiple graphical engines and design intelligence. PowerPoint® and Industry Presence Designer-based content can be merged – defining enterprise vs. desktop. Privileged Controls of Content Content can be managed by privileged internal users. Audited and MMI workflow-guided controls can be as great as slide deletion/shifting, run- Sponsor time data change, and desktop content merge with enterprise set. Money Management Privileged Self-Servicing Functions International Sales Some self-servicing functions include capabilities for privileged internal and Marketing users to gain ad-hoc data aggregation. On-demand packaging can be privileged to merge static and dynamic slides into data-driven decks. Self-service targets user-level flexibility while limiting production labor with multiple risk suppression logics. AIMSE Data/Operational Governance Sponsor From custom data validations, responsive system intelligence, to operational and compliance guidance, enterprise governance can be Association of defined in relations to user-level self-servicing and controls. Investment Management Sales Workflow Executives Document workflow as well as open-ended process and data recon interrogation enable cross-enterprise participation. Presentation Mobility / Portal Publication PAICR Custom mobility via such devices as iPad® enables internal users’ Sponsor leverage of interactive presentation platforms where operational guidance and intel can be gained. Secure custom portals can be deployed for Professional Assoc. valued audiences to review expiring custom content. Digital distribution of Investment of content focuses on usage/operational intelligence while limiting risk. Communications