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Credentials and tombstones

Client work to credentials, without the risk.

Turn a client book into a credentials or tombstone deck you can share. Client names become “Client A”, figures become ranges, and every change is listed for review.

Names anonymized
Clients, targets and people become “Client A”.
Figures as ranges
Deal values and metrics shown as ranges.
Every change listed
A full change log for the deal team and compliance.
A new file, every time
The original book is never changed.
How it works

From a live book to a shareable deck.

01

Pick the book

Start from a pitch book, CIM or client deck, or find precedents with Super Search.

02

Darwin sanitizes it

Names, logos and identifying figures are replaced, and the deck is rebuilt on your template.

03

Review and share

Check the change list, adjust anything you want, and share a deck that is safe to send.

Before and after

What changes, line by line.

An illustrative example of how a transaction summary is sanitized.

Client book
Credentials deck
Client
Northwind Holdings
Client A, a regional industrials group
Target
Contoso Logistics
A logistics business in the GCC
Deal value
$1.24bn
$1–1.5bn
EBITDA multiple
11.3x
10–12x
Logos
Client and target logos
Removed, layout kept

Illustrative example with fictional company names.

Who uses it

Built for teams that win on track record.

Investment banking

Tombstones and credentials pages, always current and on brand.

auxi for banking →

M&A advisory

Show relevant deal experience without exposing client details.

auxi for M&A →

Consulting

Turn client work into case studies for the next proposal.

auxi for consulting →
FAQ

Questions about credentials decks.

Book a demo

Is the original book changed?

No. Darwin always returns a new file; the source is never changed.

Who checks the result?

Every change is listed, so the deal team or compliance can review the deck before it is shared.

Which plan includes it?

Credentials and tombstone workflows are part of auxi Enterprise.

See your own deck, on your brand, in 30 minutes.

Book a live demo with our team, or try auxi Pro free for 14 days.

Free 30-minute demo · SOC 2 · GDPR · PowerPoint 2016+ on Windows and macOS