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Pitch Portal

Solution by FactSet

Added to Marketplace: April 1, 2022


Exceed client expectations by shortening the time it takes to find the right buyer and close the deal. Monitor buyer engagement through readership and login metrics. Capitalize on historical buyer analytics to drive further insight into trends and invite probable buyers into your processes.

Eliminate manual data entry, errors, and menial tasks with Pitch Portal's automation capabilities. Acquire data relevant to your deal team's workflow from your CRM and other internal sources. Demonstrate value to your clients by focusing on actions that propel your deals forward.

Meet your organization's security and controls needs wholly with enhanced risk measures. Create role-based entitlements that limit visibility, access to deals, and functions a banker can perform. Acquaint conflict and compliance teams with deal status and active buyer lists to minimize reputational risks and ensure your deals close successfully.

Solution Coverage

Solution Details

Leverage a connected, digital deal-marketing platform customized to how you work. Accelerate your deal marketing efforts by creating standards and scaling measures across your organization. Discover connections between deal and buyer activities to to execute each M&A deal effortlessly.

Firm Information

FactSet creates data and technology solutions for investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. We combine our unique proprietary datasets, your in-house data, and third-party unstructured data to help you see and seize opportunity sooner.

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Risk & Compliance
Data Management


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