Pitch Book Creation demo
Builds data-current, compliance-checked pitch books and finals decks for each prospect 1:32
What the demo shows
Builds data-current, compliance-checked pitch books and finals decks for each prospect
The deck opens as a slide sorter. Every slide carries a data stamp with its as-of date and source, and a slide still showing last quarter's numbers gets a red stamp. On the right, the prospect's own questions map to the slides that answer them, and the conversation with the agents sits one tab away. Seven agents share the work. The Intake agent reads the RFP or finals letter in its original language. The Assembly agent builds the deck from approved slides only, in the order of the prospect's questions. The Tailoring agent drafts prospect-specific text from approved language. The Refresh agent proposes the latest approved figures and stamps each slide. The Check agent re-reads every figure from source on its own and escalates any mismatch. The Marketing Rule agent checks net and gross, time periods, hypotheticals and ratings, proposes fixes and attaches the GIPS report. The Release agent locks, watermarks and files the approved version, and traces restated figures to released decks. The specialist approves, the portfolio manager confirms, the sales director approves the content, and compliance approves the release.
Transcript
- Pitch Book Creation builds data-current, compliance-checked pitch books, and finals decks for every prospect.
- By hand, one compliant pitch book takes about eight days.
- For Harrogate University Endowment's Finals, agents built the deck from approved slides.
- Each of Harrogate's 12 questions maps to the slide that answers it.
- Every slide carries a data stamp.
- Seven still show June numbers, so their stamps are red.
- On slide 9, the refresh agent brings in September 9.8% net cited.
- A second agent rechecks all 230 figures, and Priya approves the refresh.
- The marketing rule agent checks every slide and adds the disclosures and the composite report.
- Marcus approved the content.
- Compliance releases it in 40 minutes and the deck locks.
- Every figure is cited, every approval signed, every change logged.
- Finals decks go out the same day, with no stale number released.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.