AI TOOL PROFILE
Pitchly Review: Sales Enablement and Pitchbook Software
- Sales
- Sales Enablement
- Investment banks
- Law firms
- Accounting firms
- Executive search firms
- Sales and business development teams
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Investment banks, Law firms, Accounting firms, Executive search firms, Sales and business development teams
- Key use cases
- Pitchbook and Proposal Creation, Deal Tombstone Management, Professional Bio Automation, Website Content Updates
- Integrations
- DealCloud, Templafy, ThriveTRM, MS SQL Server, Zapier
- Official website
- Visit pitchly official website
How AI is used
Pitchly is a data enablement platform designed to support the production of pitchbooks, proposals, and other business assets. The software connects to live data sources to generate content that can be exported to PowerPoint and Word.
The tool is primarily built for professional services firms, such as those in banking, law, accounting, and executive search. It focuses on turning deal data, bios, and tombstones into a searchable library and structured presentation assets.
Buyers should confirm the platform's ability to connect to their specific data stacks. It includes a PowerPoint Add-In and an integration engine to maintain a connection between the data warehouse and the final document.
Security features include SOC 2 certification and a hybrid approach that allows data to remain behind a company's own firewall.
Key Features
Autonomous Content Agents
AI agents that generate and publish business content from connected data sources.
PowerPoint Add-In
Supports the export of content, such as tombstones and bios, into PowerPoint as editable elements.
Integration Engine
Connects the platform to internal and external data sources to support content updates in real time.
AI Assist
Generative AI tools used to enrich data through simple queries.
Data Studio
A workspace used to manage and organize data for content creation.
Forms
Tools for gathering necessary data internally or externally to populate the database.
Use Cases
Pitchbook and Proposal Creation
Using autonomous agents to generate structured pitch decks and proposals from live data.
Deal Tombstone Management
Turning deal data into an interactive, filterable library for export into presentations.
Professional Bio Automation
Pulling headshots and titles from website systems to maintain consistent bios across documents.
Website Content Updates
Integrating the platform with website systems to update logos and testimonials.
Integrations
- DealCloud
- Templafy
- ThriveTRM
- MS SQL Server
- Zapier
- CRM
- CSV import
FAQ
What does Pitchly do?
- Pitchly connects to company data sources and uses AI agents to generate content for pitchbooks and proposals in Word and PowerPoint formats.
Which industries is Pitchly designed for?
- It is primarily designed for professional services, including investment banking, law firms, accounting, and executive search firms.
How does it handle data security?
- Pitchly is SOC 2 certified, GDPR compliant, and uses AES 256 SSL encryption. It also offers a hybrid approach that allows data to stay behind a client's firewall.
How is the content exported to PowerPoint?
- Content like tombstones is exported as individual elements, meaning text comes over in editable text boxes and images as separate files.
Source category: Sales
Source subcategory: Sales Enablement
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