Framing core use cases Flashcards
What challenges does UpSlide’s document automation solve for our clients?
- slow deal velocity (can send off more winning proposals that are on-brand + consistent)
- wasting time on low value tasks (freeing up time to spend on high value client work)
- unhappy staff
What challenges does UpSlide’s brand compliance features solve for our clients?
- weak brand reputation
- sloppy deliverables
- time wasted on low value tasks
- poor collaboration across offices / teams
Why is UpSlide useful for rebrands?
Slide converter can easily take old slides and convert them into new colours
Slide check can make sure practitioners aren’t using old logos/slides
What challenges does UpSlide solve with it’s financial reporting automation features?
- slow and inaccurate production of reports
- low value tasks taking up a lot of time
- low brand consistency / good looking reports
What challenges does UpSlide solve with it’s content enablement features? (marketing)
- low quality templates that not everyone has access to
- too much time taken to find content they need
- sloppy client facing deliverables
What are the 3 core issues solved by UpSlide for Marketing?
damaged brand reputation
compromised identity
splintering effect
How should you show a Marketing demo? What are the typical things to show?
start with templates, TOC, paragraph styles, fonts etc.
THEN Library
What does FTE stand for? And why is it important?
Full time employee. You need to quantify the impact/value in these terms
If you have a senior person / head of / leadership, how should you start your questioning?
You should really try and find things out at the high level; strategy, overall goals, plans for the future, how to get there.
Do this FIRST, process questions aren’t as important
Before going into the demo, just quickly go through the process + understand what the lay of the land is. If they mention any particular pain, dig in. If not, just get the lay of the land and move on
What are the 3 key Modelling Tools that will impress investment professionals in PE?
- smart track
- autocolour
- explorer
What is it important to establish with any client-facing team?
You need to establish exactly what they will spend their time on if you save them 10 hours a month
What high value tasks will Investment Professionals reallocate time to? And where from?
They will reallocate time from formatting in PPT, reviewing data accuracy in PPT (Excel Link) + working in messy models
to
Building the narrative and storytelling in an IC. They need to spend time here so they can impress investors + raise more funds
If you’re struggling to get traction from a prospect, how can you get something out of them?
You need to prove your credibility and knowledge.
‘Correct me if I’m wrong, but other [titles] at [client refs] use UpSlide to spend less time on low value tasks like XYZ and more on high value work like ABC. Could you see yourself doing similar?’
How do investment committee’s view the figures of PE firms?
Guilty until proven innocent; they are looking for errors. So to ensure data is accurate is really important.
What is an LP?
Limited Partner (PE) - they are investors in the equity fund but have no managerial power
What’s the difference between neutral and branded UpSlide?
Neutral is basically just the Link + Precision Tools
However, we will provide them with a basic template that admins on their side can edit and adjust to their custom colours using native MS Slide Master
How many errors does the average finance professional make a year?
- There WILL be errors in prospects reports even if they say they don’t
Why is the renewal rate so high?
Two things:
1 - user interface is so easy to use and so integrated into workflows that people just love using it (new joiners at Mazars get trained on UpSlide in their first week)
2 - CSM support + hyper care
Where will competitor landscapes crop up? Need to know for logo finder
FA - Pitches / due dil
IB - Pitches, teasers, IMs
PE - Pitches
What’s a good habit to get into saying whilst demo-ing?
‘I’m showing you this because…’
e.g., ‘I’m showing you this Excel Link because it is a solution to your current way of linking data from excel to ppt which leads to errors in data and wastes a lot of time’
Why are linked slides useful for prospects?
Typical use case?
If one slide appears in multiple decks (e.g., an intro slide), then someone will waste a lot of time manually updating one slide across these 50 decks.
Linked slides saves the time BUT ALSO ensures they are the same across all decks.
Typical use case = asset management + private equity, but also any marketing team
What’s the difference between the sell side and the buy side?
Sell side = company selling shares to a buyer (PE firm or bank)
Buy side = PE firm or bank buying shares in a company
–
Both sides will definitely get financial advice from FA firms (which they pay for by service).
Sell side will definitely have an IB helping them through the process, buy side might also get IB advice (which they pay for at the end of the transaction ~2%).
Document timeline of a transaction for IB’s and FA?
For IB’s: Pitch -> Teaser IM (short version of the FA firm’s DD) -> Agreement
For FA: Pitch -> (sell side) DD Report of company being sold -> (buy side) Financial DD -> Agreement
Why do certain IBs get chosen?
It’s all about reputation. If they have a good reputation then it sends a positive message to the buyers; this is a proper business that we would want to buy.
