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Pitchly is a technology company.
Pitchly provides a data enablement platform that leverages autonomous content agents and generative AI to automate the creation of documents and proposals. The core offering streamlines content workflows by connecting diverse data sources, allowing for efficient generation and maintenance of pitchbooks, reports, and other critical business materials. Its technology focuses on transforming raw data into polished, client-ready content with significant speed and accuracy.
The company was co-founded by Ryan Gerhardy and Michael Brook around 2018. Their founding insight stemmed from observing the considerable inefficiencies in managing and creating content within professional services firms, particularly the manual and time-consuming processes involved in developing data-rich client communications. They envisioned a solution that would empower these firms to put their data to work more effectively.
Pitchly's platform serves various enterprise firms and businesses that require rapid, consistent, and data-driven content generation. The company's vision is centered on reducing the substantial time and effort typically spent on searching for, creating, formatting, and publishing essential documents. It aims to empower organizations to produce high-quality, relevant content more efficiently, thereby enhancing business outcomes.
Pitchly has raised $8.0M across 2 funding rounds.
Pitchly has raised $8.0M in total across 2 funding rounds.
Pitchly is a SaaS data enablement platform that automates content creation for pitchbooks, proposals, and digital assets using autonomous AI agents and generative AI connected to live data sources.[1][2][4] It serves professional services firms in banking, finance, law, executive search, and accounting by solving the problem of siloed data and manual content production, enabling teams to generate accurate, up-to-date materials quickly.[1][2][6] Founded in 2014 and based in Des Moines, Iowa, Pitchly has raised $10.65M in funding up to Series A-II stage, with its last round of $970K about a year ago, demonstrating steady growth in a niche for AI-driven content automation.[1]
The platform centralizes data from internal and external sources into workspaces, then uses apps like Elements for auto-generating content, AI Assist for enhancements, and Documents for multi-format exports, reducing time spent on repetitive tasks by up to 93% for tasks like pitch material creation.[2][4][6] This allows firms to focus on strategy and client value, with integrations to tools like CRM, SQL, and billing systems for seamless workflows.[5][8]
Pitchly was founded in 2014 in Des Moines, Iowa, initially focusing on content automation and data management in business services.[1] While specific founder details are not detailed in available sources, the company evolved from addressing manual pitchbook production challenges in professional services to launching a full data enablement platform with AI agents around 2023, as highlighted in platform walkthroughs.[2][3] Early traction came from sectors like banking and law firms frustrated with disjointed data sources, leading to partnerships such as with Intapp's DealCloud for integrated AI-assisted content creation.[5]
Pivotal moments include developing patented technologies in data management, cryptography, and block ciphers, which underpin secure data handling, and expanding to autonomous agents that pull from tech stacks for live content.[1][2] Case studies from firms like Foley Hoag and Greenberg Glusker show how it eliminated manual checks across sources, becoming "ingrained in ordinary business" and streamlining approvals.[2][3]
Pitchly rides the wave of generative AI for enterprise content automation, transforming siloed professional services data into dynamic assets amid rising demand for efficiency in deal-making and client pitches.[2][4][7] Timing aligns with post-2023 AI adoption in fintech and legal tech, where firms face data overload from CRM/experience systems but need compliant, branded outputs fast—Pitchly's agents bridge this by activating "intellectual property" that static tools ignore.[1][6][7]
Market forces like regulatory pressures (e.g., Mansfield reporting) and competition in private equity/VC recruiting favor it, as manual processes waste banker/attorney time.[3][6] It influences the ecosystem by partnering with platforms like Intapp, enabling AI-copilot workflows that boost win rates, and setting standards for secure, live data enablement in a $multi-billion professional services tech market.[5][7]
Pitchly is poised to expand as AI agents mature, potentially deepening verticals like legal (e.g., AI-powered RFPs) and finance while scaling integrations for mid-market firms seeking edge in competitive pitches.[2][3][6] Trends like multi-modal AI and zero-copy data activation will shape it, amplifying growth beyond $10M raised toward broader enterprise adoption.[1][4] Its influence may evolve from niche automator to ecosystem hub, empowering professional services to "win more" by turning data into strategic weapons—cementing its role in the future of business content.[2]
Pitchly has raised $8.0M in total across 2 funding rounds.
Pitchly's investors include Matt Paulson, Cultivation Capital, M25, Next Level Ventures, Sandy Khaund, Cabra.vc, Great North Ventures, ISA Ventures, Jason Calacanis.
Pitchly has raised $8.0M across 2 funding rounds. Most recently, it raised $7.0M Series A in October 2022.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Oct 1, 2022 | $7.0M Series A | Matt Paulson | Cultivation Capital, M25, Next Level Ventures, Sandy Khaund, Cabra.vc, Great North Ventures, ISA Ventures, Jason Calacanis |
| Jul 1, 2018 | $1.0M Seed | Cultivation Capital, M25, Next Level Ventures, Sandy Khaund |