Pitchready
A Microsoft Office Productivity Suite
Pitchready enhances banker’s productivity by automating repetitive tasks involved in pitchbook creation while maintaining branding consistency and providing access to frequently used content.
Saves 10-12 hours per month by automating repetitive pitchbook creation tasks using productivity tools such as tombstones, company logos, and formatting
Drives brand consistency through standard work product repositories and artefacts
Ensure good quality deliverable through easy-to-use formatting and last minute proofing tools
Customized Layouts
New Pitchbook Creation: Set up a pitchbook from scratch and add layout as necessary.
Table of Contents (TOC): Create user-defined TOC automatically and update whenever required
Simplify Pitchbook Creation by Adding 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
Related Resources
Optimize your outcomes.
Pitchready PowerPoint Addin Improves Banker Productivity & Pitchbook Quality at Top US Bank
A large U.S. bank reached out to our team, hoping we could save their bankers time on this repetitive task while improving the quality and consistency of their pitchbooks.
Ongoing Sector Monitoring to deliver maximum impact to key accounts – a perspective for consulting firms
All consulting firms have a matrix structure with their operations organized around a cluster of clients, such as a sector group.
Mid-Tier Advisory Firm Identifies Potential Buyers Through Evalueserve’s Comprehensive Assessments
A mid-tier advisory firm, approached Evalueserve to conduct comprehensive assessments on buyers for their client.
Enhance Productivity for Pitchbook Creation via Pitchready
Pitchready – our suite of PowerPoint-based productivity tools has been developed to make pitchbook creation efforts smarter and more efficient. This case study illustrates how Pitchready helped a major investment bank increase its formatting efficiency by 50%.
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Related Industries
Additional Industries.
Investment Banks
Corporate & Commercial Banks
Asset & Wealth Management
Pitchready
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