Financial Industry

Make your pitch book stand out

When you create a pitch book, your aim is to sell. You need your pitch book to stand out, with high quality content, relevant graphics and charts, and consistent design. Does this always happen?

Probably not. We know that creating pitch books can be a challenge. Multiple contributors search for previously used files, and try to patch together a more or less consistent document. Approval takes time and effort, and comments end up lost in different e-mail accounts and on post-its.

What if you could use a software that was designed for collaboration? If all contributors could work on the same pitch book at the same time, and be in complete control of what’s going on?

That’s what XaitPorter is for. XaitPorter lets you produce high quality pitch books both faster and smarter. While you spend more time on content, XaitPorter takes care of everything else.

How?

  • By logging into this web based solution, your contributors can provide input at any time, from anywhere, and always see the latest version of the entire pitch book.
  • By giving each contributor a role – writer, reviewer, approver – the approval process becomes streamlined.
  • You can reuse content and workflow from previous winning pitch books at the click of a button. And customize the sections you want, depending on your prospect’s investment objectives.
  • You get professional design, every time. XaitPorter lets you create custom templates, so that no one can mess up the design.
  • You can easily add complex graphics and charts, without ruining the formatting.
  • Your documents are organized in XaitPorter, available to everyone. You never need to spend time searching through folders and files and e-mails.

Contact our sales representatives to find out more about how XaitPorter can help you.