Pitch Builder
From target list to branded pitchbook — end to end.
Business Benefits
- Hours of manual pitch prep become a structured first draft
- Every number in the book traces to a source
- 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
- Assembles the book on the firm's template and brand
Interaction Channels and Integrations
Connects to
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Google Drive
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MS SharePoint
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Anthropic Web Chatbot (Claude)
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S&P Capital IQ
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FactSet
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PitchBook
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Canva
User Interaction Channels
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Google Chat (Read, Reply)
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MS Word
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MS Excel
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MS PowerPoint
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Google Docs
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Google Sheets
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Google Slides
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WebChat (Widget)
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Slack
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Microsoft Teams (Chat)
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ElevenLabs
At a Glance
Trigger
a pitch or client meeting is scheduled
Human in the loop
bankers keep sign-off on every book
Modelled time saving
64% across 5 core processes
The first draft of the book is ready before the kick-off call ends.
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