Scope
Map the inputs, systems, decisions, and exceptions.
Automation for private capital and deal teams
Pitch-book prep should not restart with every deal.
We scope one manual deal-team workflow, build the automation, and hand it over. You own the build.
Builds start at $5,000 + $1,500/mo
- Pitch books assembled from repeated exports and copied tables
- Deal stages tracked across CRM notes, spreadsheets, and inboxes
- LP and portfolio reports rebuilt for each reporting cycle
Start with one workflow
Show us what still moves by hand.
See the workflow
The operation in motion
A pitch-book refresh, from source files to review
The same inputs and approval standards, without rebuilding the working file by hand.
Pitch book
Workflow live
Before · manual queue
- 01Export CRM pipeline
- 02Refresh comps by hand
- 03Rebuild slides
- 04Route VP and MD review
Pitch book
After · owned system
- 01Collect approved sources
- 02Refresh tables and slides
- 03Flag missing inputs
- 04Route approval and publish
The model
Pitch book logic should belong to your operation.
Not this
Another license, another per-seat bill, or a platform migration your team has to survive.
This
One process mapped end to end, built against the systems you already run, and handed over.
Control
People keep the approval gate. The system carries the collection, checking, routing, and recordkeeping.
Pitch book logicPrivate Equity & Investment Banking inputsNo per-seat pricingYour workflow
How the build runs
From pitch book sample to working handover.
Four controlled moves. Roughly two weeks for a contained workflow.
Build
Construct the workflow against the stack already in place.
Approval gate
Keep judgment and exception handling with the responsible person.
Handover
Test, document, and transfer the operating system to your team.
Published floor
Start with the pitch book flow.
$5,000 + $1,500/month
No per-seat licensing.
Runs on the stack you already have.
No platform migration.
About two weeks for a contained workflow.
Private Equity & Investment Banking
Tell us the process. We will tell you if it is buildable.
Start with the repetitive work, the systems it crosses, and where a person still makes the decision.