Building value with Microsoft

Deploy Pitchly's solutions across the Microsoft universe to take the impact of your firm's work further.
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Microsoft Integrations

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    Pitchly PowerPoint Add-In

    Create and automate client-ready PowerPoint presentations with live data from Pitchly.

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    Microsoft Office

    Connect and deploy Pitchly across the Office apps.

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    Microsoft Dynamics

    Integrate your Dynamics CRM to Pitchly.

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    Microsoft Teams

    Integrate content from Pitchly to Teams.

  • SQL

    Microsoft SQL

    Connect your SQL feed to Pitchly.

  • PowerBI

    Microsoft PowerBI

    Connect your PowerBI feed to Pitchly.

 

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.

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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.

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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.

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Susana Boo
Corporate Finance Director, BDO Global

Ready to deploy Pitchly with Microsoft?

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