White paper: Perfecting the Pitchbook

Sales enablement is a vital part of your investment marketing strategy.

1) Timeliness: Are your decks instantly available to the sales team, complete with the latest data and disclosure information?
2) Personalization: Are your sales presentations strategically organized, branded, and customized in a manner that facilitates the buying process?
3) Compliance: Are you confident that your sales team is using decks that are consistent with all firm and regulatory requirements?
4) Effectiveness: Does your system/process for creating and managing presentation decks enable your sales organization to pitch and close more deals?

In this white paper, we discuss:

• The two most common types of pitchbook strategies, and their shortcomings
• The 7 elements of an effective pitchbook
• The 3 key stakeholders involved in developing an effective pitchbook strategy
• In layman’s terms, how you can apply the Agile (Scrum) method to perfecting your pitchbook strategy
• How to determine the best technology solution for pitchbook automation