Sales deck - Before (click to review)
Sales deck - After (click to review)
Urban Lending Solutions
ULSA: I enjoy taking a mess of information and transforming it into a useful and effective finished product. For ULSA, a B2B service provider for the banking and lending industry, I worked with both the CMO and COO. At the time, they had about $75M in revenue/year and 1500 employees; they sold in 2017. I saw the sales deck they had been using and asked if I could have a go with it. I reorganized, rewrote, and worked with Randall to redesign it from start to finish. Here is the overhauled version I did.
I continue to work with Brian Simons, the former COO at ULSA and now the CEO of Maxwell, a fintech that’s embedding fulfillment into lender platforms. Most recently, we drafted a 28-page sales prospectus for another company he is involved with. (I am not at liberty to share the prospectus.)