Pitchly is a data-connected Proposal platform designed for professional services firms. The platform connects internal and external enterprise data sources to structured layout templates to automate the creation, updating, and publishing of pitchbooks, client proposals, deal tombstones, and capability statements.

Key Capabilities

Data-Driven Template Automation: Maps data fields from internal databases, customer relationship management (CRM) platforms, and financial systems into standardized document templates.
Automated Content Synchronization: Employs autonomous content agents to monitor connected data sources and update live metrics, deal lists, and bio pages across published pitchbooks when underlying data changes.
Multi-Format Publishing: Generates and exports structured documents and slide decks across Microsoft PowerPoint, Microsoft Word, PDF, and web formats from a unified workflow.
Enterprise Content Governance: Enforces role-based access controls, team workspace partitioning, and data security protocols across corporate pitch assets.

Audience & Use Cases

Audience: Investment bankers, corporate finance directors, legal marketing professionals, accounting managers, and business development leads in professional services organizations.
Use Case: Automating pitchbook production, generating deal tombstones and capability statements from deal databases, and publishing client proposals.

Technical Specifications

Supported Output Formats: Microsoft PowerPoint (.pptx), Microsoft Word (.docx), PDF, and web-based views.
Integration Interfaces: Pre-built data connectors for CRMs, enterprise resource planning (ERP) systems, deal databases, and content platforms.
Deployment Architecture: Cloud-hosted software-as-a-service (SaaS) application.
Vendor Claims: According to the vendor, the platform connects over 6.1 billion data points, manages 475 templates, and has generated 13.5 million content assets across client deployments including Raymond James, BDO, and Gunderson Dettmer.

Pitchly

What is Pitchly?

Categories & Use Cases