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    Research & Client Coverage

    Pitch Builder: the AI agent that drafts pitchbooks end-to-end

    Pitch Builder is a production-ready AI agent for investment banking coverage teams. It generates target lists, builds comparable-company sets, and drafts full pitchbooks in PowerPoint with linked Excel models — ready for analyst review.

    What Pitch Builder does

    Builds target lists from sector, geography, and financial-screen criteria
    Selects and validates comparable-company and precedent-transaction sets
    Drafts a full pitchbook in PowerPoint matched to your firm's template
    Generates a comps model in Excel with formula-level audit trail
    Drafts the cover note in Outlook ready for the MD's review

    Inputs

    • • Client name
    • • Sector / geography
    • • Mandate brief
    • • Firm pitchbook template

    Outputs

    • • Target list (Excel)
    • • Comps model (Excel)
    • • Pitchbook (PowerPoint)
    • • Cover email (Outlook)

    Runs in

    ExcelPowerPointOutlookClaude CoworkClaude Code

    Connectors

    FactSetS&P Capital IQPitchBookDaloopaMoody's

    Use cases

    M&A coverage banker

    Walk into a CEO meeting with a tailored pitchbook in 2 hours instead of 2 days.

    ECM / DCM origination

    Run a sector sweep and produce 20 client-ready pitches in a week.

    Boutique advisory

    Match bulge-bracket pitchbook quality without scaling the analyst pool.

    Pitch Builder FAQ

    Does Pitch Builder write directly into our firm's pitchbook template?

    Yes. The agent uses your master deck as the layout source so brand, colors, and slide order match firm standards.

    Where does it pull comparables from?

    From governed connectors you already license — FactSet, S&P Capital IQ, PitchBook, Daloopa, and others — under your existing entitlements.

    Can analysts review before it goes out?

    Always. Every output stays in draft until a human approves. Full audit log of every tool call is captured.

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    Related searches: AI pitchbook generator • pitchbook automation software • investment banking AI tools • comparables analysis AI • MD pitch deck AI

    Deploy Pitch Builder on your stack in weeks

    FDE Team ships Pitch Builder with your firm's connectors, policies, and approval flows — production-ready.