Investment banking teams spend a significant share of their time producing pitch books, which with rare exception means updating and arranging tombstone and credential slides – work that is usually repetitive, manual, and time consuming. The integration of Pitchly and DealCloud changes that.
Where does pitch time go?
Before a pitch, someone on the deal team is hunting for the right credentials slides, checking whether bios are current, and reformatting a transaction list pulled from three sources. None of it needs a banker’s judgement. All of it eats up time before the meeting.
These tasks aren’t difficult. They’re just relentless and universal.. A stale tombstone or a missing deal in a credentials deck doesn’t just cost an hour. It goes to a client in front of a competitor who got it right.
The integration of Pitchly and DealCloud was built to solve exactly this – not by replacing the judgement and relationships that win mandates, but by automating the production work that surrounds them.
Why the data is the problem, not the template
Many firms have tried to solve pitch book production with generic tools – document editors, shared drives, manual templates. The results are inconsistent at best. The fundamental problem isn’t the tool: it’s that the data driving the content lives somewhere else entirely.
DealCloud is where investment banks manage their deals, relationships, and pipeline. It’s the system of record for everything that matters to a pitch – past transactions, client history, team credentials, market activity. But getting that data out of DealCloud and into client-facing materials has always required manual work.
Pitchly is built to close that gap. Pitchly’s on-demand content generation platform is natively available within DealCloud – meaning banks can create, update, and publish pitch materials directly from the data they already maintain, without switching systems or exporting files.
Real-time, data-to-content in a single workflow
Integration highlight
“The integration with DealCloud is the first time I have seen implementation of data-to-content in Pitchly happen in real-time. It is truly game-changing for compliant, branded, pitchbook and client facing materials and the teams assembling them.”
Ryan Gerhardy
CEO, Pitchly
What can Pitchly generate from DealCloud?
The Pitchly and DealCloud integration supports the full range of client-facing materials that investment banks need to win and retain business. Firms can generate client-ready documents, directly from their DealCloud data, including:
- Tombstones
- Company overviews and strip profiles
- Banker bios and CVs
- Case studies and credentials decks
- Logo slides and tear sheets
- Representative transaction lists
Each of these can be customized based on client type, industry, and transaction, while remaining anchored to the approved data and brand standards your bank has already established in DealCloud and Pitchly’s template engine.
Two types of content – one connected workflow
Winning pitch books combine two fundamentally different types of content. Understanding the distinction is key to understanding where this integration creates the most value.
| PROPRIETARY WORK | FACTUAL CONTENT |
High-value, client-specific analysis | Consistent, data-driven materials |
| Analytical content that differs for each client – this is where advisors add value and where banker time should be focused. Strategic insights, valuations, market sentiment, pro forma analyses. | Content fixed in design and data that should not change between clients. Banker bios, transaction lists, tombstones, approved references – all pulled live from DealCloud. |
The Pitchly-DealCloud integration handles factual content at near-zero marginal cost. Once a template is set up, the next tombstone costs a click – pulling current, approved data directly from your system of record into Pitchly’s templates. That frees your team’s time and attention for the work that genuinely differentiates a pitch: the analysis, the insight, the strategy.
Built for investment banking teams that run on relationships
The integration is designed for investment banks and advisory firms where client relationships are the business, and where an originator’s productivity is tied directly to the quantity and quality of pitches he or she can deliver.
Pitching for mandates — win more business, faster
Surface live deal comps from DealCloud for every bake off automatically. Produce tombstone, bio, case study, and other slides in a fraction of the time, consistent with your firm’s approved design standards and data sources.
Credentials & track record — always current, always on-brand
Transaction lists, tombstones, and case studies pull directly from DealCloud, so credentials slides reflect your firm’s latest deals.
Banker productivity — redeploy analyst/associate time to value-added work
Automate the repetitive assembly work — bios, logo slides, tear sheets, deal summaries, so junior bankers spend less time formatting and more time on analysis that actually differentiates the pitch.
Brand & consistency — approved standards built into every pitch
Pitchly’s template engine ensures every document produced from DealCloud data meets your firm’s design standards and approved data sources, without the manual review loop.
Intapp, Pitchly, and client voice
By embedding Pitchly’s robust pitchbook automation capabilities into DealCloud, we’re allowing our mutual clients to create high-quality content at scale. By leveraging the full power of their curated data, professionals are able to focus on what truly matters – winning more business.
Erin Guinan, General Manager, DealCloud, Intapp
We’re constantly striving to deliver high-quality, timely materials to our clients, and industry-leading productivity to our bankers. The integration of DealCloud and Pitchly will unlock the value we have experienced for many more institutions. By automating the more tedious aspects of pitchbook production, we can improve banker experience, dedicate more time to strategic work, and deliver better value to our clients.
Leslie Ann Brooks, Chief Experience Officer, Investment Banking, Raymond James
Having spent years in investment banking and venture capital, I’ve lived the pain of spending countless hours finding, formatting, approving, and aligning the same repetitive pitch materials time and again. Our partnership with Intapp eliminates that burden – allowing firms to leverage their handpicked data in DealCloud, design Pitchly templates connected to this data, and instantly create pitch-perfect materials without human interaction.
Ryan Gerhardy, CEO, Pitchly
How do you get Pitchly in DealCloud?
The integration connects your existing DealCloud data directly to Pitchly’s content generation platform – no new data infrastructure required, no manual exports, no file transfers.
Investment banks are already using the integration to reduce pitch production time, improve materials quality, and free bankers from the administrative overhead that surrounds every mandate.
To see the integration in action and understand how it applies to your firm’s workflow, visit intapp.com/partner/pitchly or request a demonstration with the Intapp partner team.
Learn more: intapp.com/partner/pitchly/
Contact: partners@intapp.com
