Until Pitchly we used PowerPoint to structure our tombstones and Excel to track experience data, but that was both inefficient and increased errors over time.
With Pitchly, I track my commercial finance experience to win new clients and referrals. Deal information is in an easy to use common format and simple to update.
Accurate and complete comparable data
The average advisory firm using Pitchly stores 87 data points for each deal and because they were the advisor each experience is complete and 100% accurate, unlike MergerMarket and Pitchbook comparable data!
Capture experience before it walks out on you!
Advisory firms suffer from high staff turnover. Pitchly’s easy-to-use database and connected apps (i.e. Tombstones) motivates analysts to record advisory experiences, so when they leave the firm’s intellectual property remains.
Custom input forms with approval workflow
Make the deal collection process easier by creating multiple forms to accommodate different deal types and information needs. Host forms so assistants can input data, and include an approver user to accept input form into the database.
Integrate to automate experience collection
Pitchly can integrate to billing and CRM software to automatically create new experience records in Pitchly and sync client records between the software products that power your business easily.
Tombstones linked to source data
Tombstones in old pitchbooks are often difficult to isolate the exact deal it relates to and this can easily lead to incorrect duplication. Pitchly’s integrated database approach provides source data directly to each Tombstone.
Team CVs that are always up to date
Pitchly integrates Team CVs directly from data to automatically create proposal ready content from database input values for export to PowerPoint and Word for proposals.
Case study for each record, automatically!
Pitchly’s Case study app lets users design the layout, and elements, and link data from the database to automatically create a case study for each client experience in your database.
Export Pitchly content into proposals easily
Content stored in Pitchly exports into Microsoft Office documents for continued editing and inclusion in proposal documents. Pitchly’s content can also be integrated directly into Proposal software applications to provide an comprehensive automatic content library at your fingertips.
Integrate with Proposal software
Pitchly’s automated content library of tombstones, case studies, and team CVs can be integrated into most proposal software providers to streamline proposal preparation and keep a dynamic library of content from Pitchly instead of uploading each single piece of content from a specific point in time.
Manage client logos and information easily
Create a company database in Pitchly to maintain a single record of specific fields useful to comparable company analysis and marketing to link to experience records.
Secure data from external and internal threats
Pitchly’s application protects data from external threats through robust encryption and access protocols, and internal threats by allowing administrators to restrict user access and export privileges to data, and capture user actions in logs and audit trails.
Learn How Pitchly Can Create an Experience Collection Process at Your Firm
Pitchly’s content service platform provides a configurable framework to collect, organize, and activate your firm’s experience intellectual property. Learn the benefits of Pitchly by downloading the accounting and advisory data sheet by entering your below.