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Meridian Capital · Private Equity
A PE firm standardized investor decks across 12 portfolio companies
Meridian rolled out the same on-brand deck templates to every portfolio company from one workspace.
12
portfolio companies on one deck standard
5 days
faster quarterly board decks
1
consistent look across the portfolio
The challenge
Each portfolio company built board and investor decks differently. Meridian had no consistent look across the portfolio and spent every quarter rebuilding update decks from scattered spreadsheets.
How Preso helped
- Built a standard board-deck template for monthly and quarterly updates.
- Cloned the same brand kit and layouts into each portfolio company workspace.
- Pulled KPIs from spreadsheets straight into on-brand charts.
- Generated LP update decks on a schedule via the API.
“We hand every company the same board-deck template on day one. Preso turned our reporting into something we can actually copy and paste.”