Pitchly for Banking & Finance

Watch a 3-minute platform overview

Access a cloud library of deal data to improve content consistency, accuracy, formatting & availability 

Pitchly automatically generates your pitchbook content including team bios, deal tombstones, deal case studies, and client logo slides. All content assets are custom-formatted and exportable in minutes into PowerPoint, Word, PNG, website and email templates.

Learn how Pitchly automates time-consuming, manual data collection, removes this task for junior advisors and improves productivity, job satisfaction and pitch response time.

✔️ Firms using Pitchly see a 93% reduction in time taken to locate, create, format, arrange, and generate pitchbook materials
✔️ Pitchly is delivered via a SaaS model so your firm receives expedited time to value

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Popular Pitchly Uses Cases in Banking & Finance

Live Team Bio/CV Slides

Pitchly integrates team CVs directly from data to automatically create pitchbook-ready content from the team database. Export to PowerPoint pitchbooks, Word proposals and engagement letters.

Employee Retention

By automating tedious data collection processes, your high-value employees are empowered to do the specialized strategy work they were hired for, which improves engagement and job satisfaction.

Case Study & Tombstone Creation

Automatically generate content from deal and client records. Incorporate custom branding, layout, enforce client confidentiality, and display client-approved logos for export to PowerPoint and Word.

Pitch Material Templates

Create templates that auto-populate experience, logos, advisor bios, case studies and other data points from Pitchly directly into branded assets.

Deal Data Management

Easily collect and access all key information about deals, and reference all relevant data points. Include all clients, advisors and proposal credentials to share deal insights.

Firm Overviews

If your creative team has to recreate an overview sheet each time they need a new one, then this process is for you. When you update content in your database, changes automatically populate in your content.

Put your deal data to work

Do more than just collect and view your data - put it to work with Pitchly’s Data Enablement Platform. Pitchly is built to power accuracy and efficiency by turning your data into automated workflows and on demand content assets.

Generate deal assets in real time

Combine on-brand templates with a live stream of your data to create deal tombstones, case studies, bios and more. Pitchly's Data Productivity Suite allows you to build once and then publish on demand to increase efficiency, accuracy and confidence.

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Any source, any destination

Using Pitchly is a better way to manage and use both your data and your content. Whether it's bringing data in, or sending content out, Pitchly's library of integrations and extensions enable you to optimize your work. 

Our Clients Include:

“Pitchly has become part of the ordinary course of business for us. It is ingrained in our work.”
Susana Boó
Corporate Finance Director | BDO Global
"Pitchly is a highly useful tool for investment bankers. The Pitchly platform has enabled our team to turn decades of deal tombstones into an optimized, interactive library that is easy to sort and filter, yielding significant time savings."
john cooper
John Cooper
Founder and Managing Partner | Capital Clarity Investment Banking

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Pitchly can integrate with most commonly used systems by investment banking firms

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Resources for Banking & Finance Professionals

Blog Posts


Pitchly’s Data Enablement Helps Investment Banking Marketers Earn New Clients


You already have more data that you could ever know what to do with. The key to landing new business is to leverage this existing database. 

Pitchly makes it easy and intuitive to transform this data into actionable insight that sets you apart from the competition. 

Read more > > 

Pitchly tombstone builder


How the Pitchly Tombstone Builder Makes your Job Easier


Your time is too valuable to waste it tracking down data and pasting it into tombstones. Pitchly can take that burden away and automate your tombstone generation with our Tombstone Builder. 

Read on to see how you can save 5+ hours each week. 

Read more >> 

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Why You Need Data Management Software


Data is at the heart of every business decision your firm makes. And if you’re not using data management software, you’re not using your data to its fullest. Data enablement programs are used to deliver data to firms at the right time.

Data management software can help accomplish this.


Video Content

What does Pitchly do?



Watch this quick and simple overview of what exactly Pitchly's Data Enablement Platform does, and how it can impact your business outcomes.

Pitchly's Tombstone Builder in Action



Learn how to use Pitchly's tombstone builder to quickly and seamlessly put your data to work and save hours each week in creating this valuable pitch asset.

Streamline your deal data

processes with Pitchly

Talk to one of our team members to see how Pitchly's Data Enablement Platform
can save you hours each week and help you win more new business.