Pitch book assembly
Decks built from the comps, precedents and profile
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Pulls the profile, market data and the credentials library
Builds the pitch book from the company profile, trading comps, precedent transactions and the firm's credentials pages
Assembles the sections on the firm template
Keeps every chart tied to the underlying data so a late update flows through the deck
Flags stale figures and formatting misses for review
Checks the deck against the house style and flags the pages that have not been refreshed
Works in
Box, Snowflake, MS Teams
Box, Snowflake, MS TeamsWhat it does
- Builds the pitch book from the company profile, trading comps, precedent transactions and the firm's credentials pages
- Keeps every chart tied to the underlying data so a late update flows through the deck
- Checks the deck against the house style and flags the pages that have not been refreshed
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.