Pitchly

Pitchly makes software that produces pitch and proposal content automatically from a firm's own records and connected data. It is based in Des Moines, Iowa, in the United States, and its customers are professional services firms that assemble pitchbooks and proposals often.

What Pitchly offers

• Content agents — generative AI that drafts and keeps pitch and proposal material current from approved data sources.
• Integration engine — links to CRMs such as DealCloud, Microsoft Dynamics and Salesforce, and to data feeds including FactSet, Snowflake and SQL Server.
• Multi-format output — content published to PowerPoint, Microsoft Teams, HubSpot and email from one workflow.
• Reusable workflows — teams build a process once and reuse it across the firm.
• Controls — content permissions, team workspaces and data security settings.

Who it works with

Pitchly serves banks and other finance firms, law firms, executive search firms and accountants. Clients it names include Raymond James, BDO, Gunderson Dettmer, Barclays and Mizuho.

Key facts

• Based in: Des Moines, Iowa, United States
• Founded: 2018, by Ryan Gerhardy and Michael Brook
• Team: about 30 staff by 2023
• Security: repeated SOC 2 Type 2 examinations