A Pitchly agent for DealCloud
Streamline the creation, updating, and publishing of pitch book slides with the Pitchly DealCloud integration.
Live pitch book assets in DealCloud
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Pitch Book Agent
Built to seamlessly integrates with DealCloud, enabling intuitive and efficient pitch creation.
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Generative Assets
Harness generative AI to update tombstones, bios, and case studies inside DealCloud.
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Autonomous Efficiency
Eliminate 100% of the manual time spent creating tombstones, bios, and case studies across the firm.
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Build Once
Once configured, tombstones, bios, and case studies require no further attention, freeing up valuable time for higher-level tasks.
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Integrated Publishing
The agent automatically publishes directly within DealCloud and integrates with PowerPoint Add-Ins.
Creating better business content
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We selected Pitchly because they are the market leader in this category and demonstrated a short time-to-value with their innovative approach.
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By automating the more tedious aspects of pitchbook production, we can improve banker experience, dedicate more time to strategic work, and deliver better value to our clients.
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Pitchly has become part of the ordinary course of business for us. It is ingrained in our work.















