Pitchly
Pitchly: Pitchly organizes deal information and turns approved content into pitch materials. Ranked #10 of 29 in Investment Banking Software by our editors (7.9/10); pricing: Pricing on request; best for teams automating pitchbook and deal-material production.
At a glance
- Editor score7.9 / 10
- PricingPricing on request
- Best forTeams automating pitchbook and deal-material production
- Market data accessNone
- Facts checked14 Nov 2026
Where it wins
- Searchable deal workspace with forms for collecting and approving information
- Live tombstone library and templates for generating pitch materials
- PowerPoint add-in, API access, and integrations with business applications
Where it doesn't
- Does not provide valuation models, market data access, or a diligence data room
- Pricing is quote-based through contact with sales
- Published support channel is documentation
Our verdict on Pitchly
Pitchly is a cloud-based data and content platform for professional services firms, including investment banks. It brings deal information into a searchable workspace and uses templates and workflows to produce pitchbooks and related client-facing content. Teams that repeatedly assemble deal materials, tombstones, case studies, logos, and biographies are its clearest audience. Its focus is content production rather than the broader transaction and analysis toolkit some investment banking teams need.
The product connects with business applications and data services, including DealCloud, Salesforce, Microsoft Dynamics, FactSet, HubSpot, and Snowflake. A PowerPoint add-in supports work in a familiar presentation environment, while API access and publishing in multiple formats extend its fit beyond a single document workflow. Forms provide a way to collect and approve deal information, and the tombstone library can be populated and kept live within the workspace. These capabilities center on organizing and reusing content; they are not a substitute for market-data access or valuation analysis.
Pitchly's boundaries matter when comparing it with broader investment banking software. It does not offer valuation models, market data access, or a diligence data room, so teams seeking those functions will need other tools. The vendor presents pricing through contact with sales rather than a public plan menu, and documentation is the listed support channel. Pitchly is a good fit for mid-market and enterprise teams whose recurring need is consistent pitch-material production, especially where PowerPoint and existing business applications are part of the workflow. Teams prioritizing transaction diligence, valuation work, or market data should look elsewhere for those core capabilities.
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Pitchly pricing
Pitchly fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Valuation model depth | Not verified |
| Pitchbook builder | Yes |
| Diligence data room | No |
| Market data access | None |
| Users on entry plan | Not verified |
| API access level | Full |
| Deployment options | Cloud |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR |
| Support | Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: DealCloud, PowerPoint, Microsoft Dynamics, Nexl, Salesforce, FactSet … See all → |
| Pricing | Pricing on request |
| Website | pitchly.com |
| Facts checked | 14 Nov 2026 |
Pitchly integrations
Pitchly lists 20 integrations on its own site.
- DealCloud
- PowerPoint
- Microsoft Dynamics
- Nexl
- Salesforce
- FactSet
- Brandfetch
- Crunchbase
- Logo.dev
- Microsoft Teams
- HubSpot
- Macabacus
- Templafy
- UpSlide
- Snowflake
- SQL Server
- XML SFTP Feed
- Firmseek
- WordPress
- Power BI
See all Pitchly integrations →
Alternatives to Pitchly
- AffinityA relationship-focused deal CRM with automatic activity capture and banking-oriented pipelines.8.8
- 4DegreesA relationship-focused CRM that connects warm introductions, team context, and deal pipelines.8.6
- PitchBookA research platform for private-market investors, companies, deals, and fund performance.8.4
See all Pitchly alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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