Pitchly

Brendan Soder and Vikram Nair have wrapped up an incredible Midwest Capital Connection. They had a great time connecting with industry pros and showcasing how Pitchly powers smarter data automation and pitchbook workflows for capital markets. Thanks to everyone for a great conference and the shared insights — looking forward to building on these new connections and opportunities. Safe travels to all the attendees, and until next time, #MWCC2024! #Pitchly #DataAutomation #CapitalMarkets

🎉 Congratulations to Koral Hull! 🎉 We’re excited to announce that Koral Hull has been promoted to Head of Operations at Pitchly! 👏 Koral has been an instrumental leader in driving operational excellence, implementing innovative strategies, and continuously optimizing our processes. In her new role, she’ll be focusing on several key initiatives, including: 🔧 Increasing operational efficiencies by leveraging AI-driven solutions to streamline workflows and enhance productivity. 📈 Expanding product content utilization to ensure clients are maximizing the full potential of our platform. 🤝 Strengthening interdepartmental collaboration to drive seamless teamwork and alignment across all teams. Koral’s vision and leadership will be pivotal in taking Pitchly’s operations to the next level. We can’t wait to see the incredible impact she will continue to have on our success! Please join us in congratulating Koral on her well-deserved promotion! 🎉💼 #Leadership #HeadOfOperations #OperationsExcellence #Innovation #AI #Collaboration #Growth #Congratulations #TeamPitchly

🎉 Congratulations to Jylian Ibsen 🎉 We are thrilled to announce that Jylian Ibsen has been promoted to Lead Solutions Consultant at Pitchly! 👏 Jylian has been instrumental in demonstrating the value of Pitchly’s product to clients, working across both Sales and Client Success to ensure our solutions not only meet client needs but also drive long-term success. Jylian has been a key player in showcasing how Pitchly’s innovative offerings, including our use of autonomous agents, can automate and streamline processes, unlocking significant value for clients. Her ability to bridge Sales and Client Success, while emphasizing the power of our product’s automation capabilities, will continue to elevate client relationships and empower users to maximize their success with Pitchly. We are confident that with Jylian’s leadership, Pitchly will continue to thrive as a leader in delivering cutting-edge, autonomous solutions for our clients. Join us in congratulating Jylian on her well-deserved promotion! 🎉💼 #Leadership #ClientSuccess #Sales #SolutionsConsultant #ProductValue #AutonomousAgents #Congratulations #TeamPitchly #NewRole #Innovation

🎉 Congratulations to Jamie Addison, M.B.A.! 🎉 We’re thrilled to announce that Jamie Addison has taken on the role of Head of Professional Services at Pitchly! 👏 Jamie has been an integral part of our team, consistently demonstrating leadership, dedication, and a passion for delivering exceptional client experiences. In her new role, Jamie will lead the Professional Services team in driving successful project implementations, managing key client relationships, and expanding our service offerings to new heights. We know that under Jamie's leadership, the Professional Services team will continue to thrive and deliver outstanding results for our clients. We’re excited to see all that she will accomplish in this new chapter! Please join us in congratulating Jamie on her well-deserved promotion! 🎉💼 #Leadership #ProfessionalServices #Congratulations #TeamPitchly #NewRole #Success

This week, our entire team gathered in Des Moines, Iowa, to reflect on our 2024 outcomes and set ambitious goals for 2025. 🙌 We discussed several ways to continue leveraging AI efficiencies across our operations to streamline workflows and improve productivity. One exciting development is how Pitchly Agents, a product-led innovation, are helping our clients automate content creation and optimize processes. While our team focuses on broader AI-driven efficiencies internally, Pitchly Agents continue to be a powerful tool within our product offering. Our 2025 goals include: 🔧 Increasing operational efficiencies through AI automation to drive impactful results. 📈 Expanding product content utilization for greater client value. 🤝 Improving interdepartmental collaboration, fostering stronger teamwork and alignment across the organization. Looking forward to how these initiatives will fuel success for our clients in the upcoming year! 🚀 #Innovation #AI #PitchlyAgents #Automation #Collaboration #OperationalExcellence #DesMoines #2025Goals #GrowthMindset

The "feedback loop" is self-fulfilling superpower when Pitchly creates pitchbooks, pitches and proposals from your #CRM records. Users learn to maintain more accurate contact, company, and opportunity records WHEN those records generate #PowerPoint and #Word outputs for their next opportunity. Maybe that feedback loop is #HumanIntelligence #HI?😉😂

Creating, updating and publishing #PowerPoint pitchbook content like tombstones, bios, and company profiles from Salesforce is easy with Pitchly. See how ⬇

See how bankers access #pitchbook slides and content using Macabacus Inc. #PowerPoint add-in. Learn how Pitchly can automate your pitchbook content here: https://lnkd.in/gWR5FjkP

A great night discussing PitchlyGPT and the One Prompt Pitchbook™ roadmap.

Pitchly is at Legal Marketing Association’s #LMA2024 in San Diego. Come and chat with Brendan Soder and Travis Kell at Booth 314 about how you can leverage AI to put your experience data to work.