Simple pricing for small and large advisory firms
Try a 14 day free trial, no credit card required
100 records/tombstones included*
3 users included
- Custom database fields
- Attach documents to deals
- Custom tombstone design
- Export database to Excel
- Export tombstone images
- Export tombstone PowerPoint
- Email and chat support
100 transactions included*
10 users included
- Team features plus:
- Migrate existing database
- Manage multiple databases
- Granular user permissions
- Consolidated billing and admin
- Priority support
- Custom forms (coming soon)
- Deal tearsheets (coming soon)
- Company features plus:
- API and developer access
- Data backup and retrieval
- Dedicated Account Manager
- Workflow approvals (coming soon)
- Reports (coming soon)
Frequently asked questions
- We don't have a database, can we still use Pitchly?
Yes! You can select a deal database template from our library to get started. You can also upload an existing Excel document which is used to submit closed deals to league table providers or other records of completed engagements from billing systems or Excel exports from other M&A sources.
- Can you help us find company logos for tombstones?
Yes! For a small fee you can provide us a Excel csv file with transaction data for upload and we can use some Pitchly magic to populate company logos for each party mentioned in a transactions.
- Why do you have transaction limits?
We believe the more transactions you store in Pitchly the more value you receive from our service. We have a direct cost for storing additional transaction data and because you receive more value from more transactions we believe it is fair to charge more.
- How do I get more transaction storage?
When you are approaching your limit a warning will appear. You can elect to add more transactions or contact your Account Executive for bulk transaction purchases.