Pitchready

Efficient Pitchbook Creation

Create brand-compliant pitchbooks efficiently using industry-leading productivity solution—Pitchready

Pitchready

An MS Office Productivity Suite

Pitchready enhances banker’s productivity by automating repetitive tasks, maintaining branding consistency, and providing access to frequently used content.

Customized Layouts

New Pitch Creator: Set up a pitchbook from scratch and add layout as necessary.

Table of Contents (TOC): Create user-defined TOC automatically and update whenever required

Add Logos, Templates And Tombstones On The Fly

Logo Library: Automates resizing and placement of clean logos in charts, text boxes, and other objects from a repository of over 64,000+ company logos.

Template Repository: Add pre-formatted templates into a required pitchbook structure from a frequently used templates’ repository. Repository can be customized to suit each firms’ requirements.

Tombstone Builder: Create credential pages that highlight client advisory role into various client formats including single slide format that has all three deal types – ECM, DCM, and M&A. Use comprehensive filters such as deal types, advisory roles, sector deals, target, acquiror, deal value, etc. to create and sort relevant tombstone pages on the fly.

Content Formatting

Format contents through single click buttons to ensure consistencies as per defined branding guidelines

Prooﬁng Tool

Review, flag, and fix common proofing errors with a single click

Logo Library – I like the idea of the tool quite a bit. It’s pretty easy to use and quality of the logos is good. I like how you can search and select multiple logos and put them in the materials all at once.

Analyst Consumer team of one of the top five US investment bank

I think the Pitchready tool system is pretty useful and definitely something I will be using.

Analyst TMT team of one of the top five US investment bank