Pitchbook

Anyone that has been responsible for pitchbooks, knows that this can be a challenge. There are many contributors to an investment bank’s pitch book and requires collaboration between analyst, associates, vice-presidents, senior vice presidents, managing directors and so on – aiming to win the bid.

And to make matters worse, the majority of the banks relies on software that are made for presentations and not tailored to creating winning proposals. A pitchbook consists of (or should consist) an arrangement and analysis of the investment considerations of a potential or current client with the purpose of securing a deal for the investment bank with the potential client. However, if the proposal is not produced fast and with high quality in both look and feel, will your prospect believe you can deliver when it matters?

We believe that your pitch book not only should be compliant to your client needs, but the quality of the content, the look and feel of your pitch book should stand out in the crowd. XaitPorter can help you produce high quality pitchbooks faster and smarter – in addition it allows you to reuse content and workflow from previous winning proposals.

See for yourself: See XaitPorter in action