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Capital Access
Capital Access, LLC is a leading, multi-tiered,
investment bank providing clients equity, municipal & fixed income
securities, debt, and strategic partnering services.
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Access believes each client has unique needs, goals and business
challenges. We strive to determine these unique needs and thereby
provide value at every stage of our client's development - from
finding strategic and institutional investors to evaluating
liquidity options. |
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While the Company's roots
are in the Pacific Northwest, our team has served clients
in Europe, Asia and throughout the United States. At present,
the Company has bankers and associates working throughout
the United States, Mexico and Japan. Our clients include
privately and publicly held corporations, non-profit organizations,
and governmental entities.
Traditionally, when our bankers have prepared to
make initial group presentations to prospective clients,
they have had a significant amount of number crunching and
subsequent preparation in putting together a finely tuned
presentation illustrating the significant added value Capital
Access offers. A less than desirable alternative would have
been to present a standard "canned" presentation which neither
reflected the prospective client's business situation nor
their desired funding.
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| Using PresentationPoint 's DataPoint
software, Capital Access now has a unique means of generating
the same high quality custom presentations, each tailored specifically
to the prospective client, in under 2 minutes! Armed
with the DataPoint , we created a template from our polished
PowerPoint presentations which is linked to a sophisticated
Excel spreadsheet.
Now, when a banker is preparing
for a group presentation, they simply enter key information
into the spreadsheet and a few
mouse clicks later all of the relevant information (both
calculated - e.g. financial data, and non-calculated - e.g.
client name, objective, etc.) are
seamlessly inserted into the PowerPoint template. This has been
previously not possible between Excel and PowerPoint. We
have further refined automated this process by creating a user
friendly Excel workbook (color coded and locked cells, error
checking, code for printing, naming and saving presentations,
etc.) with function buttons including one to "Generate Presentation".
The support we received from PresentationPoint Software was
instrumental and invaluable in making this project a success.
Thanks to the DataPoint solution, bankers
at Capital Access now create highly polished, in-depth, custom
presentations while benefiting from:
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a significant savings in time.
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a reduction
in the potential for content errors. |
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a consistent marketing message. |
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positive feedback from prospects who
are impressed by the depth and quality of the presentation
materials as well as the innovative approach in their
creation. |
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significant competitive edge over the
competition. |
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the
increase in time available to generate new business.
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As Capital Access continues
to expand and add new bankers to serve our clientele, the tools
we are building using DataPoint scale into many areas of our
business. To learn more about Capital Access, LLC visit their
website at http://www.capitalaccessllc.com/.
Written by David Gorney, Managing Director
Capital Access.
Capital Access
Seattle, Washington
United States
http://www.capitalaccessllc.com/ |
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