Pitch Builder
From target list to branded pitchbook — end to end.
Business Benefits
- Hours of manual pitch prep become a structured first draft
- Analyses built on live, governed market data
- Consistent branding and formatting across every book
- Bankers refine content instead of assembling it
Key Features
- Builds targeted prospect and buyer lists ahead of client meetings
- Runs comparable company, precedent transaction and LBO analyses
- Drafts complete branded pitchbooks in PowerPoint, end to end
- Pulls live market data via FactSet, S&P Capital IQ and PitchBook
- Stages every draft for banker review — humans keep sign-off
Interaction Channels and Integrations
Connects to
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FactSet / S&P Capital IQ
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PitchBook
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Microsoft 365 (PPT, Excel)
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Internal document store
User Interaction Channels
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Chat (Claude / Cowork)
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PowerPoint add-in
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Excel add-in
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Managed agent (API)
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