Announcing o11's backing from Y Combinator.
The Analyst's Guide to Automating Pitchbooks
The “Pitchbook.” It’s the ubiquitous artifact of Wall Street. Whether it’s a “Strategic Alternatives” discussion or a “Sell-Side Mandate” pitch, the process is always the same:
- MD has an idea.
- VP sketches a storyboard.
- Analyst stops sleeping for 48 hours to build it in PowerPoint.
The problem isn’t the ideas—it’s the execution friction. Moving logos, aligning boxes, checking fonts, and updating charts takes 90% of the time.
Here is how to flip the ratio using o11, the only AI that runs natively inside PowerPoint.
The 3 “Time Sinks” of Pitching (and how to kill them)
1. The “Logo Landscape” Slide
The Pain: Google searching for “Company X logo transparent,” resizing it, aligning it, and realizing it’s pixelated. Repeat for 50 companies. The Fix: Ask o11: “Create a logo landscape for the top 20 Enterprise SaaS companies, grouped by market cap.” o11 pulls the latest high-res logos, arranges them in a grid, and groups them automatically. 30 seconds.
2. The “Tombstone” / “Credentials” Slide
The Pain: Searching the shared drive for “that healthcare deal we did in 2022,” finding the slide, opening it, copying the tombstone, paste. The Fix: Ask o11: “Insert a Credentials slide showing our last 5 Healthcare M&A deals.” o11 connects to your firm’s “Vault” (internally), finds the relevant deal tombstones, and generates the slide perfectly aligned.
3. The “Financial Benchmarking” Slide
The Pain: Taking a screenshot from Capital IQ (which looks blurry) or typing data into a PowerPoint chart (which is prone to errors). The Fix: Highlight the table in your Excel model. Click “Send to PPT” in the o11 ribbon. The table appears in PowerPoint as a live, editable object. If the model updates, the slide updates.
From “Slide Monkey” to “Strategic Thinker”
The term “Slide Monkey” exists because analysts spend their lives doing manual labor that adds zero intellectual value. Aligning text boxes is not finance.
When you automate the grunt work with o11, you unlock the ability to:
- Iterate more: Create 3 versions of the storyline instead of just one.
- Focus on the analysis: Spend time digging into the model, not formatting the output.
- Go home earlier: Or at least, sleep before 3 AM.
Conclusion
The future of investment banking isn’t fewer pitchbooks. It’s faster pitchbooks.
Your competitors are already using AI to turn mandates around in record time. Don’t let manual PowerPoint formatting be the reason you lose the deal.
