Your Final Close, Our Pitchbook Solutions
Enhance sales materials with visually compelling content, engaging your prospect for a competitive edge.
What Does Pitchbook Solutions Do?
Pitchbook Solutions specializes in transforming finalist presentations through impactful visual designs. We partner exclusively with investment management firms - integrating niche market intelligence with compelling story telling. Pitchbook Solutions guarantees a brand-honest custom presentation for your all your sales and marketing needs. Close deals faster with world-class visual content.
Why Pitchbook Solutions?
Experience you can trust
10 YEARS
of relevant experience in the financial services industry drives Pitchbook Solutions in the evolving financial landscape. We do not use AI in any of our materials - resulting in inspired, custom, brand -honest designs.
Quick and easy intake
30 MINUTES
for a discovery and alignment consultation to discuss brand identity, goals and timeline
Time sensitive execution
3-5 DAYS
after the consultation a final version is delivered and any revisions reworked during the draft process.
Ready to get started?
Book a discovery and alignment call
Samples
Due to the sensitive nature of client materials additional samples can be provided upon request.
The Process
01.
Fill out the contact form below to set up a discovery and alignment call with a dedicated presentation designer
02.
Provide the presentation designer with the company style guide or brand kit through a secure upload
03.
The presentation designer will provide 1-2 drafts during concept development to ensure brand identity and messaging
04.
Final version of the sales pitch is delivered in 3-5 business days
I’m Teri Mitchell, your pitchbook strategist and and visual story teller
I founded Pitchbook Solutions to combine my love of graphic design and the ENERGY of sales! I strive to provide the feeling of confidence and preparation that can only come from professional pitchbooks tailored to your needs.
I'll put my years of experience in marketing, sales enablement, and sales support within the asset management industry - to work for you.
Let’s collaborate and bring your pitch to life!
Get in touch!
Frequently Asked Questions
How long does a project take?
A typical project takes 3-5 business days. Faster timelines may be possible. Feel free to reach out to discuss current project estimates.
What if a rush is required?
It's sales...it happens!! Please feel free to inquire about expediting to determine availability. Rush fees are included for less than 48-hour turnaround request.
How is pricing determined?
Pricing is based on the scope and type of work rather than hourly rates.
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Net new or custom slides (created from scratch) are priced per slide.
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Formatting, refreshing, or rebranding of existing slides is offered at a flat rate for the set.
Timing and deliverables are aligned to your needs. An initial estimate is provided once materials are submitted, with final pricing confirmed during the discovery and alignment call.
In what format should the content be sent?
Content can be sent in PowerPoint format or in outline format. If there is a specific vision for a slide, feel free to include an inspirational graphic or description of the vision to maximize efficiency and reduce turnaround time.
How does payment work?
At the end of the project, an invoice will be sent to pay via credit card online.
What is a net new slide?
A net new slide is the creation of original or custom content — layout, design, and possibly even help with the messaging.
It contrasts with a revised or updated slide, which uses an existing slide as a base.
What if a style guide isn't available?
The presentation designer will follow the company's website style to ensure consistency of the brand. If a website isn't available or it does not currently reflect the design direction feel free to send over other designs or examples (factsheets, insights, one pagers, playbooks, finals etc.)
Is the final presentation editable?
Yes! All content is added in PowerPoint so that the company's internal team can edit it.
What if I want to use photography?
Clients can include brand assets (including pre-approved photography, icons, or templates) along with the initial submission or provide the presentation designer with a link to access.