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Pitchly

Generate and automate pitch and proposal content from connected data sources.

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Pitchly is a content generation platform for creating, updating, and publishing pitch and proposal materials such as pitchbooks. It connects internal and external data sources to content destinations, so generated assets stay current as underlying data changes. Workflows are built once and reused across teams to support consistent, repeatable production.

The platform includes an integration engine with an out-of-the-endpoint library covering CRM systems (DealCloud, Microsoft Dynamics, Nexl, Salesforce), data feeds (FactSet, Snowflake, SQL Server, XML SFTP), logo sources, and content destinations such as PowerPoint, Microsoft Teams, WordPress, Power BI, and email notifications. It also offers a PowerPoint Add-In, Logos, and Forms products, plus AI-driven agentic templates. Security features include SOC 2 certification, end-to-end encryption, GDPR compliance, annual penetration testing, and a hybrid approach that can query data behind a customer's firewall without storing it on Pitchly's servers.

Pitchly is aimed at enterprises in security-sensitive and regulated industries, with team workspaces, content permissions, and data security controls. The pages describe demos and calls as the way to evaluate the product; no free plan, trial, or pricing model is stated.

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