Pitchly
Pitchly is a no-code data enablement SaaS platform that uses autonomous AI agents to generate pitchbooks, proposals, and tombstones for professional services firms in investment banking, law, accounting, and executive search.
- Company typePrivate
- Founded2014
- HeadquartersDes Moines, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Pitchly does
Pitchly is a privately held B2B SaaS company that operates a no-code data enablement platform purpose-built for professional services firms in investment banking, law, accounting, and executive search. The platform allows organizations to centralize experience, deal, and client data from disparate sources and then autonomously generate pitchbooks, proposals, tombstones, CVs, and other client-facing content without manual data re-entry. The product is composed of four core modules—Data Studio (centralized database), Content Agents (autonomous AI generation), Integration Engine (API-based connectivity), and a PowerPoint Add-In—supported by add-on modules including AI Assist, Forms, and Logos, and sub-products such as Tombstone Builder, Workspaces, Present App, Documents App, and Tables.
The company was founded in Des Moines, Iowa (sources cite both 2014 and 2018 as founding/launch dates, with the platform launching commercially in 2018 with four customers) and is now headquartered in San Francisco. It employs approximately 26-30 people and has raised roughly $10.5M across multiple rounds including a $7M Series A in March 2023 led by Homegrown Capital. Named customers include Gunderson Dettmer, Raymond James, BDO Global, Hinshaw & Culbertson, Greenberg Glusker, Choate Hall & Stewart, Foley Hoag, and JM Search, alongside enterprise references in banking such as Mizuho, WLRK, and Kroll.
Pitchly sells through a direct enterprise field sales motion with quote-based annual subscription pricing, complemented by inside sales for mid-market prospects and a partner-led distribution channel via integrations with UpSlide, Templafy, Macabacus, Salesforce, Intapp, Nexl, and Zapier. Revenue mechanics are recurring SaaS subscriptions billed annually; pricing is not publicly disclosed. The company holds SOC 2 Type 2 certification (two consecutive years as of 2022) and was named a 2019 Latka 100 fastest-growing SaaS company.
Pitchly firmographics
Firmographics- Name
- Pitchly
- Legal name
- Pitchly, Inc.
- Website
- https://pitchly.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Pitchly is a no-code data enablement SaaS platform that uses autonomous AI agents to generate pitchbooks, proposals, and tombstones for professional services firms in investment banking, law, accounting, and executive search.
- Ownership category
- akta.pro rank
Pitchly industry classification
Industry- Product category
- Data Enablement and Document Automation Software
- NAICS
- Software Publishers (513210), Software Publishers (51321), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI)
- akta.pro secondary industries
- Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), Marketing Automation Platforms & Services (BPAFAFAC)
Keywords
Where Pitchly is headquartered
LocationHeadquarters
- HQ city
- Des Moines
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Pitchly business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: Subscription-based SaaS model with recurring annual fees. Company provides services with standard terms including payment of fees, technical support, and service capacity limits. Billing occurs via invoice with full payment due upon receipt.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription model with quote-based pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Pitchly product offering
Product offeringCore offering
Pitchly sells a no-code data enablement SaaS platform that uses autonomous AI agents and generative AI to connect enterprise data sources (CRMs, SQL databases, Excel) and automatically generate, update, and publish live pitch and proposal content such as pitchbooks, tombstones, case studies, CVs, and client deliverables. The platform is purpose-built for professional services firms in investment banking, law, accounting, and executive search, with deep integrations into Microsoft Office, Salesforce, and other enterprise tools.
Product overview
Pitchly is a no-code data enablement platform designed for professional services firms that generates and automates pitch and proposal content from connected data sources using autonomous AI agents. The platform operates on a modular architecture centered on four core components: Data Studio (centralized database), Content Agents (autonomous AI generation), Integration Engine (API-based connectivity), and PowerPoint Add-In (Office integration). Supporting modules including AI Assist, Forms, and Logos extend functionality for data enhancement, collection, and brand asset management. Sub-products like Tombstone Builder, Elements, Workspaces, Present App, Documents App, Design App, and Tables provide specialized capabilities for specific content and document generation workflows. The platform connects to enterprise data sources including Salesforce, Zapier, and other CRMs to automate content creation for investment banking, law firms, accounting, and executive search clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Data Studio Centralized database component that stores, organizes, and manages experience and deal data from multiple sources in one searchable location, supporting data population via Excel, SQL Server, or third-party integrations.
- Content Agents Autonomous AI agents that generate and publish live business content from connected data sources, ensuring pitch, proposal, tombstone, and case study content is always accurate and up-to-date without manual intervention.
- Integration Engine API-based connectivity layer that integrates with third-party data sources, CRMs (including Salesforce), and enterprise systems, enabling data to flow into Pitchly from virtually any connected source.
- PowerPoint Add-In Microsoft Office extension enabling users to access Pitchly functionality directly within PowerPoint for generating compliant, branded slides, tombstones, and presentations with live data integration.
- Tombstone Builder Automated tool for generating deal tombstones and announcements with live data integration, eliminating manual formatting and ensuring accuracy across presentations for investment banking clients.
- AI Assist AI-powered capability that standardizes and enriches data records, generates translations, runs analytics, and provides copywriting assistance to enhance content quality and reduce manual data entry.
- Forms Data collection tool that enables teams to gather and centralize data from users directly into the platform database, facilitating standardized data input across organizations.
- Logos Brand asset management tool for organizing and accessing company logos and brand graphics for use in content generation and document creation.
Quantifiable outcome
- 93% reduction in time spent on tedious, repetitive tasks for professional services marketers
- +4 more outcomes
Companies that use Pitchly
Customer profileNamed customers9 records
Segments5 records
Ideal customer profiles3 records
Pitchly technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability7 records
Feature9 records
Pitchly partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core, strategic, board, integration and compliance.
- IntappcoreStrategic partnership to streamline pitchbook and document generation for professionals. Integration connects Pitchly's data enablement with Intapp's professional services workflow solutions.
- SalesforcecoreNative Salesforce data integration enables seamless CRM data sync. Pitchly connects to Salesforce for automated data workflows and CRM integration.
- MacabacuscoreStrategic partnership to bring data-generated content directly to Microsoft Office. Integration optimizes financial modeling and ensures data accuracy for finance teams.
- Astute ReviewstrategicStrategic partnership to drive innovation in content enablement and brand compliance.
- Wendy Batchelder (Salesforce)boardSalesforce executive Wendy Batchelder appointed to Pitchly's Board of Directors, bringing enterprise software and go-to-market expertise.
- LKOstrategicPartnership to help firms extract value from data. LKO Info's founder Lynn Oser collaborates with Pitchly on experience management best practices and automation webinars.
- NexlintegrationIntegration to streamline growth processes for professional services firms. Nexl integration enables autonomous data sync for contacts, activities, and insights.
- UpSlidecoreStrategic partnership bringing data-driven content directly to Microsoft Office. Integration enables professional services firms to create compliant, branded content with up-to-date data from Pitchly within PowerPoint. Joint go-to-market for global enterprise firms including top 10 investment banks.
- TemplafycoreStrategic partnership for data-driven content creation. Templafy's content enablement platform integrates with Pitchly to automate document assembly using Pitchly's data within Templafy's template ecosystem.
- Prescient AssurancecomplianceInternational CPA firm that conducted Pitchly's SOC 2 Type 2 examination, evaluating system security compliance.
- PratumcomplianceIT security consulting firm that evaluated Pitchly's readiness to complete SOC 2 Type 2 examination.
- ZapierintegrationIntegration enables quick connection to 1500+ software and database services, breaking down data silos. Zapier integration aggregates data sources for export to PowerPoint and Word.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
Pitchly competitors and assessment
Company assessmentDirect peers
- Templafy: Templafy is a document automation and template management platform that integrates with Microsoft Office and is explicitly listed as a Pitchly integration partner. Both target enterprise professional services firms with branded document generation, making Templafy the closest direct competitor and adjacent technology partner.
- UpSlide: UpSlide is a PowerPoint, Excel, and Word automation add-in focused on financial services and investment banking pitchbook creation. Listed as a Pitchly strategic integration partner, UpSlide competes in the same IB pitchbook automation use case where Pitchly has named customers like Raymond James.
- Macabacus: Macabacus provides financial modeling, pitchbook, and Excel/PPT automation tools for investment banking, accounting, and consulting firms. Pitchly lists Macabacus as a strategic partnership, indicating direct overlap in the financial services content automation space where both serve global investment banks.
- QorusDocs: QorusDocs is an AI-powered proposal automation and content management platform built specifically for professional services firms. It directly competes with Pitchly in law firm, consulting, and accounting verticals with AI-enabled RFP response and proposal generation capabilities.
- Loopio: Loopio is a proposal management software platform that automates RFP responses and proposal creation for enterprises. Both Pitchly and Loopio target the proposal automation use case for professional services, though Loopio focuses more on RFPs while Pitchly is broader in pitchbooks and proposals.
- RFPIO: RFPIO is a response management platform for RFPs, RFIs, and security questionnaires used by professional services and technology firms. It competes with Pitchly's Proposals App and AI Assist features for content automation in professional services workflows.
- Responsive (formerly RFPIO): Responsive is a Strategic Response Management platform combining RFP automation, proposal creation, and supplier risk management. It directly overlaps with Pitchly's proposal automation capabilities for professional services and enterprise buyers.
- Xait: Xait provides co-authoring and document automation software for proposals, bids, and complex business documents. It serves industries including oil and gas, engineering, and professional services, making it a relevant comparable for Pitchly's document assembly and collaboration use cases.
- Intapp: Intapp provides industry-specific cloud software for professional services firms including deal management and collaboration tools. Listed as a Pitchly strategic partnership, Intapp represents both a direct competitor in professional services vertical SaaS and an adjacent workflow integration.
Broad incumbents
- Salesforce Einstein / Slack AI: Salesforce provides AI-powered CRM and content automation tools that increasingly overlap with Pitchly's data enablement and proposal automation features. Salesforce executive Wendy Batchelder on Pitchly's board highlights the strategic overlap; Salesforce's Einstein and Sales Cloud bundles represent both distribution and competitive threat.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks4 records
Key highlights7 records
Customer concentration
Pitchly social profiles
Digital presencePitchly compliance and trust
Trust signalCompliance1 record
Pitchly financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pitchly leadership team
Management profileNumber of profiles
Profiles8 records
Pitchly funding detail
Funding detailFunding overview
Funding rounds9 records
Investors12 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pitchly M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pitchly
What does Pitchly do?
Pitchly sells a no-code data enablement SaaS platform that uses autonomous AI agents and generative AI to connect enterprise data sources (CRMs, SQL databases, Excel) and automatically generate, update, and publish live pitch and proposal content such as pitchbooks, tombstones, case studies, CVs, and client deliverables. The platform is purpose-built for professional services firms in investment banking, law, accounting, and executive search, with deep integrations into Microsoft Office, Salesforce, and other enterprise tools.
Is Pitchly a public or private company?
Pitchly is a private company. It is classified as venture growth investor backed and is currently operating.
When was Pitchly founded?
Pitchly was founded in 2014. It employs 11 to 50 people.
Where is Pitchly based?
Pitchly is headquartered in Des Moines, United States, in the North America region.
How does Pitchly make money?
One revenue line is on record: saaS Subscription.
Who are Pitchly's main competitors?
Direct peers on record are Templafy, UpSlide, Macabacus, QorusDocs, Loopio, RFPIO, Responsive (formerly RFPIO), Xait and Intapp. Salesforce Einstein / Slack AI is listed as a broad incumbent.
Does Pitchly have an API?
Yes. Pitchly offers a Data API and Content API that enable clients and partners to generate live content and documents using their own data and third-party data. The APIs allow for the creation of integrations and the delivery of impactful outputs throughout organizations. API availability is not explicitly stated as public or partner-only. Developer documentation is at developers.pitchly.com.
What industry is Pitchly in?
Pitchly's product category is Data Enablement and Document Automation Software. Its primary akta.pro industry code is HDAEANAI, AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI), with a secondary code of HDAEANAH, Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs). Its NAICS code is 513210 and its SIC code is 7372.