Simple Intelligence
Business Apps · Coming Soon
Simple Pitch

Simple Pitch
Pitchbook and CIM agent for boutique investment banks, on Microsoft 365.

For Heads of Investment Banking and Managing Directors at boutique IBs, advisory firms, and middle-market M&A shops with under 50 bankers.

Hebbia and Rogo target Tier-1 IB enterprise contracts. The sub-50-banker boutique runs pitchbooks in PowerPoint with copy-paste from CapIQ, hours per draft. Simple Pitch generates CIMs and pitchbooks in the firm's brand templates, ingests CapIQ + PitchBook + Daloopa data via SimpleFlow, and automates comparable-company analysis. Council-governed; citation chain on every figure.

Replaces Hebbia Rogo Manual PowerPoint plus CapIQ workflow Daloopa (partial overlap)
Web Planned Copilot Planned
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What it does

Capabilities

Storage posture
Persistent (Postgres + pgvector)
Certification target
M365 Cert Tier 3
Distribution
Azure Marketplace · AppSource
Status
Coming Soon

Want to talk it through?

Book a 15-minute intro call. No deck, no demo unless you want one. Just a conversation about whether Simple Pitch solves what you're working on.

Send a quick message → See the portfolio