Case Study: Bridgepoint achieves peace of mind and faster, accurate marketing with Pitchly

Bridgepoint - Customer Case Study

Bridgepoint, a Midwest investment banking firm, faced messy, inconsistent tracking of deal and team experience in a shared "Master Excel" file that created version-control headaches and slowed production of Tombstones and pitch materials. To solve this, Bridgepoint adopted Pitchly, using Pitchly’s configurable experience database and tombstone-creation tools to standardize data capture and manage logos and headshots.

Pitchly implemented a single source of truth with customizable fields, templates, and easy export of Tombstones, enabling Bridgepoint to produce experience slides “in a few clicks” and stop monthly Master Pitchbook updates. Within days the team was using their data interactively, reporting time savings, greater confidence in data accuracy, and the ability to track more fields — all delivered through Pitchly’s platform.

Bridgepoint

Adam Claypool

Managing Director