Efficient Pitchbook Creation
Create brand-compliant pitchbooks efficiently using industry-leading productivity solution—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.
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.
Format contents through single click buttons to ensure consistencies as per defined branding guidelines
Review, flag, and fix common proofing errors with a single click
Optimize your outcomes.
AI-optimized products that scale.
We offer a distinct suite of products with careful attention to client-specific agility and seamless integration into existing platforms.
Corporate & Commercial Banks
Asset & Wealth Management
Request a Custom Demo.
Get in touch today to ﬁnd out about how Evalueserve can help you improve your processes, making you better, faster and more efﬁcient.