Automating Tombstones for your law firm, investment bank or accounting firm is just one example of how you can create data-infused documents for your marketing and sales collateral or pitches.
With Pitchly, it is easy to search all of our experiences to isolate comparable transaction information and integrate with our pitchbook content.
–Quinn Pierson, Associate | Investment Bank
Investment Bank Case Uses
Accurate, complete comparable data
The average investment bank using Pitchly stores 87 data points for each deal and because they were the advisor each experience is complete and 100% accurate.
Capture experience before it walks out
Investment banks suffer from high staff turnover. Pitchly’s easy-to-use database and connected apps (i.e. Documents) incentivize analysts to record advisory experiences, so when they leave the firm’s intellectual property remains.
Streamlined forms, approval workflow
Make the deal collection process easier by creating multiple forms to accommodate different deal types and information needs. Host forms so assistants can input data, and include an approver user to accept input form into the database.
Secure data from external, internal threats
Protect data from external threats through robust encryption and access protocols, and internal threats by allowing administrators to restrict user access and export privileges to data, and capture user actions in logs and audit trails.
Reduce data entry for new clients, deals
Sync your billing solution or CRM to populate new records so new deals, clients and expierence are added to your database.
Tombstones linked to source data
Tombstones in old pitchbooks are often difficult to isolate the exact deal it relates to and leads to incorrect duplication. Link source data directly to each Tombstone with our integrated database approach.
Team CVs that are always up to date
Pitchly integrates Team CVs directly to automatically create proposal content from database input values for export to PowerPoint and Word for proposals.
How it Works
Connect Your Data
Import Excel files or connect to SQL database.
Set field types to normalize data across your records and databases.
Create a Branded Template
Design and add fields, logos, and other assets to created a custom document linked to your data in real-time.
Search, Filter & Segment
Find the most relevant experience, information to use in your proposal and segment as needed.
Export your content, such as Tombstones and CVs, to insert into your pitchbook or prosposal.
Connect Your Data in Seconds
It only takes seconds to connect your database to Pitchly.