ProPitch for Investment Banks
Factsheet
Background
Investment banking pitchbooks are not
your typical standard business
proposals. Given the prestige of the
organizations that produce them, the
fees at stake in every deal and the
seniority of the pitch recipients, they
are serious documents with unique
requirements.
Bankers and production staff are
constantly under tight deadlines to
create pitches that are both creative
and flawless. Calient's tools will help
consistent formatting and branding
standards, while customization pitches
from deal to deal. Our ProPitch system
automates all of these painstaking
manual tasks so you can leave the
office before the sun rises. Calient's
applications are integrated with the
ever so familiar Microsoft Office.
Calient Technologies ProPitch solution
has been delivered to some of the
worlds leading investment banks.
Dozens of bankers have lent their input
over the last 20 years and hundreds
use it today.
Solution
Overview
ProPitch completely integrates with PowerPoint and Excel that work together to automate the tasks
most critical to creating investment banking pitchbooks. ProPitch enforces your companies corporate
standards and saves hours per project. Since its built into MS Office, our system stretches the
technology investment that you have already made, and leverages your banker’s existing knowledge.
Slide Manager
Store and easily access frequently used
slides. Slide manager provides a snap shot view
of the slides as you scroll down the list. It allows
use of standard content within the company.
There is no quicker, more cost effective way to
build your Pitchbook.
Chart Builder
Simply highlight your data in Excel and choose
from a list of your banks standard chart
templates. All branding elements: colors;
markers; labels and legend, are done. With one
mouse click your chart is properly sized and
inserted into your Pitchbook.
Table Builder
No need to re-type Excel data into PowerPoint to
create a table. Just select the data and choose
the standard table format. ProPitch links the
table and pastes it perfectly into your Pitchbook.
Calient Technologies | CalientTech.com | Contact: ChrisCasucci@CalientTech.com | 732 735-0374
ProPitch for Investment Banks
At-A-Glance
Features
Toolset
PowerPoint
Creating new pitches
Access frequently used
and updating Pitchbooks slides and custom
made easy.
layouts easily.
Add custom shapes, bullets and content.
Tools allow users to
assemble their
Pitchbook easily.
Custom links update
automatically when the
source table or chart
changes.
Excel
Access to standard workbooks &
worksheets with branded colors and
fonts.
Access custom color palettes
and manage styles.
Automate
standard charts
and tables with
one click.
Guides allow users to
size an Excel chart or
table to fit perfectly
on PowerPoint slides.
Copy charts and tables
into both PowerPoint and
Word with custom linking
functionality.
Calient Technologies | CalientTech.com | Contact: ChrisCasucci@CalientTech.com | 732 735-0374