Financial Data & Performance ReportingPurpose
1.2. Automator dynamically retrieves updated financials, stock prices, press releases, and market insights for comprehensive investment bank deliverables.
1.3. Enables automating the branding, chart creation, and report tailoring processes, reducing repetitive manual labor for professionals.
1.4. Automation ensures consistency, compliance, and rapid turnaround for client-facing documents in the investment banking landscape.
Trigger Conditions
2.2. Automated market data update or earnings release detected via real-time market feeds (Refinitiv, Bloomberg API).
2.3. Manual trigger from deal team via Slack, Teams, or custom web form submission.
2.4. Scheduled automator for weekly, monthly, or quarterly investor pack refreshes.
Platform Variants
• Feature/Setting: Flow Builder — automates document creation upon "New Opportunity" stage, configures field mapping to content blocks.
3.2 HubSpot
• Feature/Setting: Workflows — automation configured to launch pitchbook generation on deal tickets.
3.3 Microsoft Dynamics
• Feature/Setting: Power Automate — triggers auto-document composition from financial performance records.
3.4 Bloomberg
• Function: API Data Pull — automate fetching KPI, multiples, and equity info for reports.
3.5 Refinitiv (Thomson Reuters)
• Function: DataStream Web Service — schedule automated Excel/PowerPoint data refreshes for investor decks.
3.6 FactSet
• Function: API – automates extraction of historical comps, peer data, and automatable graphics for pitchbooks.
3.7 PitchBook
• Feature: API Queries — automates retrieval of CDV, valuations, and rounds for inclusion.
3.8 PowerPoint (Microsoft Graph API)
• Feature: Slides API endpoints — automate template population, chart updating, auto-insertion of data tables.
3.9 Google Slides
• Feature: Slides API — programmatically generates and updates slides with automatable custom logic.
3.10 Tableau
• Feature: REST API — automate embedding dynamic visualizations directly into pitchbook templates.
3.11 Docusign
• Feature: Envelope Creation API — automates the workflow for compliance approval of draft decks.
3.12 Slack
• Feature: Workflow Builder or API — notify teams and receive approvals automatically for drafts in pipeline.
3.13 Zapier
• Feature: Zaps — automator sequences to chain CRM, data provider, and doc-gen flows automatically.
3.14 Google Drive
• Feature: Drive API —- auto-upload generated decks to shared team folders for real-time access.
3.15 AWS Lambda
• Feature: Scheduled functions — automates periodic content pulls, data refresh, and upload of new investor presentations.
3.16 Box
• Feature: Automation — triggers archiving and advanced permissioning on newly generated pitchbooks.
3.17 Monday.com
• Feature: Automations — automates task sequencing for each step in the deck creation lifecycle.
3.18 Smartsheet
• Feature: Workflow Automation — triggers document assembly when project milestones are reached.
3.19 SharePoint
• Feature: Flow/Power Automate integration — automate storage and permission updates for each published file.
3.20 OneDrive
• Feature: Graph API Triggers — auto-syncs pitchbooks to individual or team drives following document finalization.
3.21 Google Sheets
• Feature: API/Webhook — automate pulling tabular data into slide tables for dynamic refresh before meetings.
3.22 Adobe Sign
• Feature: REST API — automate compliance sign-off process for regulated documents.
Benefits
4.2. Reduces manual data entry, risk of error, and compliance breaches through automating data integration and report generation.
4.3. Automates alerts for updates, approvals, and distribution, improving teamwork and turnaround.
4.4. Enables automating content updates, so deliverables always reflect real-time market and financial data.
4.5. Automator ensures consistency in branding, formatting, and compliance across all investor documentation.
4.6. Automatable integrations scale professional services output without proportional increases in staff or overtime.