Focus on the deal, not the deck
The Challenge
- Slow, manual pitch production
- Up to 40 hours of non-billable work are invested in every single pitch.
- A week-long process in an industry where speed is critical to winning deals.
- Fragmented data & inconsistent quality
- Analysts manually search countless sources for profiles, financials, and market data.
Inconsistent presentation styles damage brand credibility and professionalism.
High risk of error due to manual copy-pasting from various data sources.
- Under-leveraged pipeline
- Limited resources mean that as many as half of all potential deals are never pursued.
- Delays in retainer negotiations slow down the sales cycle and reduce win rates.
« The fastest path from raw data to winning the mandate »
The Impact
- Automatically compiles company profiles, descriptions, key financials (EBITDA, cash flow, etc.), and relevant sector metrics.
- Instantly extracts critical data from annual reports, press releases, and transaction records
- Generates presentations and reports that are up to 80% complete in minutes, within your firm’s branded templates.
- Automatically populates charts, tables, and deal trackers with your firm’s internal data sources.
