Your data, live in PowerPoint 

Create and automate client-ready PowerPoint presentations with live data from Pitchly.
  • kroll-1
  • barclays
  • brandfetch-1
  • templafy-3
  • mizuho-1
  • raymond-james-1
  • snowflake-1
  • thomson-reuters
  • upslide
  • macabacus
  • intapp
  • bdo
  • lazard
  • factset
  • wlrk

An add-in that adds value

  • PPT2

    Build in PowerPoint

    Work faster and smarter with an add-in that delivers everything you need inside PowerPoint.

  • Target Icon

    Guaranteed Accuracy

    The add-in feeds live Pitchly data directly into PPT to ensure presentations remain ready on-demand.

  • Data Slides Icon

    Data-Driven Slides

    Let the data do the work for you by embedding live Pitchly data in company slides.

  • Check Icon

    Always On-Brand

    Combine live structured data with compliant templates to ensure team-wide consistency.

  • Productivity Icon

    Enhanced Productivity

    Eliminate manual entry and editing with live Pitchly data updating slides in real-time.

 

Creating better business content

We selected Pitchly because they are the market leader in this category and demonstrated a short time-to-value with their innovative approach.

mkuniyoshi-1
Monica Rodriguez Kuniyoshi
CMO, Gunderson Dettmer

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.

download
Leslie Ann Brooks
Chief Experience Officer of Investment Banking, Raymond James

Pitchly has become part of the ordinary course of business for us. It is ingrained in our work.

susanna-boo
Susana Boo
Corporate Finance Director, BDO Global

Frequently Asked Questions

What is the Pitchly PowerPoint add-in?
It's an add-in that brings your Pitchly data directly into PowerPoint. Instead of exporting data, reformatting it, and pasting it into slides, you pull live, approved data into presentations without leaving the application your team already uses to build decks.
How is this different from copying and pasting data into slides myself?

Copy-paste creates a static snapshot that starts aging the moment you make it—and there’s nothing worse than pulling up a presentation and realizing your data is weeks or months old. The add-in embeds live Pitchly data in your slides so when the source data changes, the slides reflect it. Instead of rebuilding your deck every time, you’re building once and letting the data stay current.

Do we have to change how our team builds presentations?

No. Your team keeps working in PowerPoint. The add-in delivers Pitchly's data and templates inside the application rather than asking anyone to learn a separate tool and move work into it.

Will presentations still follow our brand and compliance standards?

Yes. The add-in pairs live structured data with compliant templates, so formatting and approved language hold consistently across everyone who builds a deck.

What kinds of presentations is this built for?

This add-in is great for presentations that get reused constantly, but involve numbers that change frequently. It’s also ideal for client-facing, data-heavy content like pitchbooks, credentials and experience slides, tombstones, and professional bios. If the data already exists in your firm’s systems, it’s easy to

Anywhere a deck is assembled largely from facts that already exist somewhere in your firm's systems

Who should use the Pitchly PowerPoint add-in?

Professional services firms like investment banking and finance, law, accounting, and executive search. If you’re an organization where pitch and proposal content is produced at volume and accuracy is non-negotiable, this AI tool has the power to save you time and money.

What security protocols does Pitchly have in place to protect my data?

Pitchly maintains SOC 2 Type 2 compliance, most recently completing its examination for a second consecutive year. Content permissions and team workspaces control who can access and publish which data.

How does the add-in fit with the rest of Pitchly?

It's one destination for content that Pitchly manages centrally. Data Studio governs the underlying data, the Integration Engine connects your existing systems, and Content Automation handles generating and updating content, with the add-in delivering it into PowerPoint specifically.

Ready to PowerPoint better?

Book a time to see what Pitchly can do for your business.