Pitchbook Builder
Assembles first-draft pitchbooks and client materials.
Pulls the comps, valuation, market context and a credentials page into a house-style pitchbook. The accountable coverage officer sets the strategy and the accountable deal committee owns the narrative; this agent runs page production end-to-end, every figure tied to source.
Authority
Act within policy
Team role
Completes a defined task
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
M&A Advisory
Desk workflow
Origination, then valuation (comps, precedents, DCF), then pitch, diligence, negotiation and close. Specialist agents build the comps, models and diligence; the accountable coverage officer owns the relationship and the accountable deal committee owns the number.
Collaboration
Coordinates specialist contributions
Decision boundary
Acts only within an explicit policy, permission and escalation boundary.
Systems and capabilities involved
Presentation engine
house-style deck generation
Comps / valuation / diligence inputs
Market context retrieval
Deal-committee comment channel
Handoffs
What this role gives and receives
Capabilities offered
The handoffs name the next owner or specialist and the work that moves between them.
Receives from
Receives from
Receives from
Context
What the role needs to do the work
- Current work
- The deck outline and the latest revision against deal-committee comments.
- Prior interactions
- Prior pitchbooks for the client and the coverage officer's stylistic preferences.
- Policies and reference
- House template, brand standards and standard page library.
- Working method
- Page-assembly playbooks per pitch type (sell-side, buy-side, financing).
Illustrative workflow
How the work moves
Starting point
A sell-side pitch is requested for a board meeting.
- 01
Pull live comps and the DCF football field from the comps and valuation agents.
- 02
Draft market-context and positioning pages from research.
- 03
Assemble in the house template with the credentials page.
- 04
Tie every number back to source; surface gaps to the deal committee.
Result
A complete pitchbook approved by the accountable deal committee for client release, with every figure tied back to source and revision rounds applied in place.
Checks and boundaries
What must be tested or reviewed
- 01Template + brand-compliance check on every generated page.
- 02Number-tie check: figures in the deck match the source comps/model exactly.
- 03No deck reaches a client without the deal committee's recorded release approval; direct client sends from this agent are blocked.
Human authority
Acts only within an explicit policy, permission and escalation boundary.
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