Pitch book creation with every number stamped to its source and checked before compliance sees the deck
Finals decks the same day, with every number stamped to its source.
See one case, screen by screen ↓Pitch Book Creation is pitch book software for asset managers that builds data-current, compliance-checked pitch books and finals decks for each prospect. Seven agents read the RFP or finals letter, assemble the deck from approved slides in the prospect's order, refresh and re-check every figure at source, and apply the SEC Marketing Rule — while the specialist, portfolio manager, sales director and compliance approve every step.
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Pitch book creation at an asset manager still runs on copy and paste. A finals letter arrives with twelve questions; the pitch book specialist finds last quarter's deck, chases firm facts, team bios, composite returns, attribution and holdings from separate systems, rebuilds the charts by hand, and sends the draft around to the marketing lead and the portfolio manager. Then comes the marketing materials review: compliance checks the deck against the SEC Marketing Rule, and the comments go back and forth for two days.
The risk sits in the numbers nobody re-checked. A semifinal deck's June figures reach an October finals room. A capture ratio is shown gross without the label, an ex-fossil-fuel backtest slips in as a slide, a peer ranking has no date or period, the GIPS composite report is missing. And when a return is restated after release, nobody can list the decks already sent that carry the old number.
Estimated split for one customized, compliant pitch book, by hand and with the solution; the total by hand follows the published estimate of about 8 days.
Seven agents read the RFP, build from approved slides, refresh and re-check every figure and apply the Marketing Rule; sales approves content, compliance approves release.
Harrowgate University Endowment is searching for a $300 million global equity separate account through its consultant, Ashcombe Partners. Quillfield Capital's Global Quality Equity strategy made the finals — Thursday, October 22, 10:00 a.m. ET, in New York — and Ashcombe wants the deck by Wednesday 5:00 p.m. Here is how Priya Nair builds it with the agents — asking in plain words, approving what they propose, opening the source behind every number — and how it is checked and released in the working solution.
Her Today screen shows 37 decks in progress, 11 due this week and 3 at risk. Q3 performance was approved at 6:02 p.m. last night, and the agents have already worked through it: 2,418 new figures proposed across 23 open decks, each waiting for its maker, the Harrowgate deck re-read from source and checked against 26 rules. The first item under Needs you is the Harrowgate finals deck — 105 refreshed figures to approve, with slide 9's 1-year net return moving from 12.4% to 9.8%.
Check agent: “Re-read 230 figures in the Harrowgate deck from source: 229 match; sent slide 10 to Tomás Ferreira.”
Priya types into the conversation on her home screen: “Which slides in the Harrowgate deck are stale?” The Refresh agent answers at 99% confidence, with a citation to the approved performance record: seven slides still carry June 30 figures — 6, 9, 10, 11, 12, 13 and 24 — and 105 new figures are ready for her.
Every line the agents write carries a citation that opens its source.
The Harrowgate finals deck opens as 26 slides. Under each one is a data stamp: the as-of date and source of its numbers, red when they are older than the approved quarter, gray for approved text. On the right, Ashcombe's twelve finals questions map to the slides that answer them — 11 of 12 answered and 1 proposed. Question 1, net and gross performance over 1, 3, 5 and 10 years and since inception, points to slides 9 and 24 and is flagged “Answer uses June data”.
The stage line: Intake, 12 questions read · Assembly, 25 slides + 1 added · Refresh, 7 slides wait for you · Checks, 5 findings · 1 to PM.
The plan behind the deck is one click away. The Intake agent read the CRM opportunity, Ashcombe's 6-page finals letter and Harrowgate's investment policy statement, whose §7.3 excludes companies with more than 10% of revenue from thermal coal or oil sands. The Assembly agent built 25 slides from library v2026.10, skipped an expired slide and proposed an approved carbon slide for question 11. The Refresh agent proposed 105 new figures, none from preliminary data; the Check agent re-read all 230, and the Marketing Rule agent passed 21 rules, raised 5 findings and added the GIPS composite report as slide 26.
“Run complete: every step re-read its sources, and nothing changed since Monday 6:31 p.m. 3 decisions are waiting for people.”
Slide 9, composite returns net and gross, shows 15 figures moving from June 30 to September 30: the 1-year net return from 12.4% to 9.8%, gross 10.5%, World All-Cap Index (net) 8.1%. Net is after the highest separate-account fee in the schedule, 0.70%. Click any number and its source opens: composite report GQE-01 in the performance system, approved by Sofia Marchetti, Performance Measurement, on October 19 at 6:02 p.m. If a number looks wrong, Reject… keeps the slide's June figures and its red stamp, and the Refresh agent re-reads the source and answers her reason before it proposes again.
Asked why the return fell: “The 1-year window moved forward a quarter … because the strong third quarter of 2025 dropped out.”
In the deck's Agents tab, Priya writes “Approve the refresh”. The Refresh agent explains what changed and puts the decision in front of her with two buttons, Approve all 7 and Review first. She approves the 105 figures on 7 slides with the reason code “Figures verified at source”, signed with her name and the time, and the approval goes on the audit trail with all seven slides listed.
Refresh agent: “I can prepare and explain, but I cannot approve: that decision is yours and it is signed with a reason code.”
Each finding cites the rule or SEC staff FAQ behind it. Slide 11 shows up and down capture gross without a label. Slide 16 is a simulated ex-fossil-fuel backtest — hypothetical performance — and the fix replaces it with the holdings impact of Harrowgate's exclusion: 2 holdings, 0.9% of the portfolio. Slide 18's case study needs the five largest contributors and detractors, slide 22's peer ranking needs its date, its period and whether Quillfield paid for it, and the deck needed a GIPS composite report. Priya accepts all five fixes; a fix she rejected would keep its finding open and take her reason to compliance.
Slide 16 carries the tag “Compliance decides on hypotheticals”.
On slide 10 the holdings-based attribution total is +2.2%, but the composite's gross excess return is +2.4%. The Check agent did not pick a number; it sent both values and both sources to Tomás. He confirms the label — holdings-based attribution before fees, with the remaining +0.2% from trading and cash — and approves the proposed carbon slide for question 11: 61 against 128 tCO2e per $1 million of revenue.
Figures against source: 229 of 230 match · slide 10 “11 of 12 · sent to Tomás Ferreira”.
Marcus Bell, the sales director, approves the content at 11:20 a.m.; the release button is not his — “Release: compliance only”. Priya submits at 2:05 p.m. Hannah Okafor sees what changed since the approved semifinal deck, slide by slide, and approves the release at 2:45 p.m. with the reason “Fair and balanced; substantiated”. The deck locks as v4, watermarked “Prepared for Harrowgate University Endowment”, is posted to the CRM opportunity and filed in books and records until December 31, 2031.
“Approved by Hannah Okafor at 2:45 p.m., 40 minutes after submission.”
Performance Measurement restated the Global Small Cap composite's August 2026 net return from 1.9% to 1.6% after a pricing correction. The Release agent traced it to 9 released decks, 3 with meetings ahead, and drafted a corrected version for each and a short note to the client for the 6 already sent. Hannah reads each draft — approved wording only: the figure, the reason and the corrected version — and approves it or returns it to the Release agent with her reason.
“Nothing is sent until Marketing Compliance approves. The Release agent never sends a correction itself.”
The same finals deck, seen by five of the people who carry it — what the week looked like, and what it looks like now.
Seven agents read the RFP, build from approved slides, refresh and re-check every figure and apply the Marketing Rule; sales approves content, compliance approves release.
Turns a CRM opportunity and the prospect's RFP, finals letter and policies into a deck brief and a list of questions, each cited to its page, in any language, with the original kept beside the English.
Builds the deck from the approved slide library only, in the order of the prospect's questions, and proposes an approved library slide for any question without an answer.
Drafts prospect-specific text from approved language — for example how Harrowgate's exclusion policy applies to the portfolio — and speaker notes in the presenter's language.
Replaces every figure with the latest approved value from the performance, holdings and attribution systems, shows a before and after view, and stamps each slide with its as-of date and source.
Re-reads every figure from its source system with separate read-only access, without seeing the Refresh agent's output, and compares values, totals and labels.
Checks every slide against Rule 206(4)-1 and the SEC staff FAQ, FINRA Rule 2210 when it applies, GIPS, and the ESMA marketing guidelines for EU funds; proposes a fix for each finding and attaches the disclosures and the GIPS composite report.
Locks the approved version, watermarks it for the prospect, posts it to the CRM and files it in books and records; later traces a restated figure to every released deck and drafts the corrections.
Maker, confirmer, content, release. The agents propose; a named person decides.
Ask in plain words, on any screen, or tell the agents what to change. Every answer names the agent, its confidence and the source behind it — and a decision always comes back to a person.
Which slides in the Harrowgate deck are stale?
7 slides still show 30 Jun 2026 figures: slides 6, 9, 10, 11, 12, 13 and 24. Q3 returns were approved yesterday at 6:02 p.m., so I prepared 105 new figures.
Why did the 1-year net return fall?
The 1-year window moved forward a quarter. The composite returned 10.5% gross and 9.8% net in the 12 months to 30 Sep 2026, against 13.1% and 12.4% to 30 Jun, because the strong third quarter of 2025 dropped out. It is still ahead of the index: 9.8% net against 8.1%.
Why is slide 16 flagged?
Slide 16 showed a simulated 5-year “ex-fossil fuel” return line. That is hypothetical performance: allowed only with policies, relevance to the audience and full disclosure, and compliance decides. My proposal replaces it with the holdings impact of Harrowgate's exclusion: 2 holdings, 0.9% of the portfolio. No hypothetical returns.
Approve the refresh
I can prepare and explain, but I cannot approve: that decision is yours and it is signed with a reason code. 7 slides have new 30 Sep figures, each re-read from source by the Check agent.
13 screens from the working solution, on its sample data. Pick one to see it large.
Freshness, approvals and the Marketing Rule checks are settings, so pitchbook creation runs to your firm's own standards. Changes to checks, approvals and agents go to Marketing Compliance for a second approval.
| Setting | Default | Choose from |
|---|---|---|
| Performance figures | Latest approved quarter | Set per data type; preliminary data is always blocked |
| Holdings | 35 days or less | Changed from 45 days by the administrator, approved by Marketing Compliance |
| Ratings and rankings | Date, period, provider and payment required | Also a Marketing Rule check under Rule 206(4)-1(c) |
| Check agent tolerance | 0.0 percentage points: any difference escalates | Set in Data & stamps |
| Finals deck | 1 business day from data approval | Pitch deck 3 business days · client review deck 5 business days after the quarter's data |
| Compliance review, finals | 4 business hours | Other decks 2 business days · escalate to the Head of Distribution Marketing at 75% of the SLA |
| Marketing Rule checks | 26 rules, rule library v2026.10 | Switched off only for an audience a rule does not apply to; hypothetical performance always on |
| Released decks | Kept 5 years after the fiscal year of last use (Rule 204-2) | Legal hold overrides retention · EU, UK and Swiss prospects' documents stay in the EU region |
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“demo” = seen in the working solution, on its sample data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (a pitch book software vendor's white paper on pitch book production — about 65 marketing hours, roughly 8 days, for one customized, compliant pitch book, 2 of them in compliance review; SEC press release 2024-121, September 9, 2024 — nine advisers, $1.24 million; SEC Rule 206(4)-1 and the staff Marketing Compliance FAQ, last updated January 15, 2026; GIPS Standards for Firms 2020). People, firms, prospects, consultants, holdings and figures named on this page are fictional — characters and sample data in the working solution.
Pitch Book Creation is pitch book software for asset managers that builds data-current, compliance-checked pitch books and finals decks for each prospect. Seven agents read the RFP or finals letter, assemble the deck from approved slides in the prospect's order, refresh and re-check every figure at source, and apply the SEC Marketing Rule — while the specialist, portfolio manager, sales director and compliance approve every step.
When Performance Measurement approves the quarter, the Refresh agent finds every stale slide in every open deck and proposes the new figures with a before and after view — 2,418 figures in 23 decks in the sample week. It is pitchbook automation with a second check: the Check agent re-reads each figure from source, and each deck's maker approves. Released decks stay as approved.
Pitch books an investment adviser uses with prospects are generally advertisements under Rule 206(4)-1, which advisers have had to comply with since November 4, 2022. The Marketing Rule agent checks net with gross over the same periods, 1-, 5- and 10-year periods, extracted performance, gross characteristics, third-party ratings and fair and balanced case studies, cites the rule behind each finding and proposes a fix. Compliance approves the release.
A firm that claims compliance with the GIPS standards must make every reasonable effort to give a GIPS Composite Report to each prospective client interested in a composite strategy. The Marketing Rule agent checks for it and attaches the current report from the performance system — in the sample deck it was missing and was added as slide 26.
Under the SEC Marketing Rule, Rule 206(4)-1, hypothetical performance needs policies and procedures, relevance to the audience and disclosure of its criteria and assumptions. The Marketing Rule agent flags it wherever it appears and compliance decides; in the sample deck a simulated ex-fossil-fuel backtest was replaced with the holdings impact of the prospect's exclusion.
Yes. The Intake agent reads the document in its original language and shows every question beside its English, cited to its page — 18 questions from a 14-page German RFP in the sample. Readings under 85% confidence go to a person, and EU and Swiss prospects' documents stay in the EU region.
Yes. The agents propose, check and draft; they never approve a deck, remove a disclosure, release a deck or send a correction. The specialist approves refreshes and fixes, the portfolio manager confirms commentary and escalated figures, the sales director approves content and compliance approves the release, each with a reason code. A rejected refresh or fix goes back with the person's reason, and a rejected fix still reaches compliance.
The Agentic Solution Engine builds and deploys it from your requirements and documents — your slide library, compliance manual and source systems — and it goes live once every quality gate has passed, including a golden-deck test that rebuilds approved decks and compares them figure by figure. We will show it to you on your own decks first.
Every consultant profile current each quarter, every figure tied to its source.
1-min demoInstitutional Client OnboardingWon mandates funded in weeks, not months, with every signer and bank detail proven.
1-min demoClient Inquiry ManagementClient requests answered from the source systems, every figure cited and cleared.
1-min demoWe'll run Pitch Book Creation on your own slide library, approved figures and a recent finals letter.