PitchPortal: Your centralised brand portal for pitches, proposals, and investor decks.
SummAxis PitchPortal gives marketing, sales, and business development teams one place to store, find, and deploy approved brand content – so every presentation is on-brand, compliant, and ready in minutes, not hours.
How It Works
Three steps to a consistent, compliant pitch – every time.
1. Centralise
Your marketing team uploads approved brand assets, templates, and content blocks into a single searchable library.
2. Customise
Sales and business development teams select the right template and add client-specific data – without breaking brand guidelines.
3. Approve and Deliver
Built-in approval workflows ensure every presentation is reviewed and compliant before it reaches the client.
Professional pitches delivered in minutes, not hours.
Key Features and Benefits
Centralised Asset Library
One source of truth for all brand assets, templates, and approved content blocks – accessible to every team, in every region.
Template-Based Creation
Sales teams build compliant, on-brand pitches without design skills or manual formatting. Every output looks like it came from marketing.
Real-Time Collaboration
Multiple team members can contribute and review simultaneously, eliminating version control issues and email chains.
Approval Workflows
Built-in compliance checks ensure every pitch meets brand and regulatory standards before client delivery.
Performance Analytics
Track which pitches and proposals are opened, shared, and converted – so you know what’s working and can improve what isn’t.
Does your team struggle with
- Inconsistent brand presentations across regions or departments?
- Hours spent manually updating decks with new data?
- Compliance and approval bottlenecks slowing down proposals?
- Sales teams creating off-brand materials on their own?
Automate Your Most Time-Consuming Documents
Factsheet Automation
Generate compliant, data-driven factsheets automatically from live data connections. Always accurate, always current.
Tear Sheet Automation
Produce professional tear sheets directly from your asset management data – no manual formatting required.
Investor Deck Automation
Create investor decks and quarterly reports with automated data updates.
Reduce production time and eliminate manual errors.
Proposal and Bid Response
Build winning proposals and bid responses in PowerPoint – with approved content blocks, smart templates, and compliance built in.
Who Benefits Most
PitchPortal is built for organisations where brand consistency and speed matter
- Enterprise marketing teams managing brand standards across multiple regions or departments
- Sales organisations that need compliant, on-brand proposals without relying on design resources
- Business development teams handling high volumes of investor decks, RFPs, and client presentations
- Professional services firms where every client-facing document reflects the quality of the brand
Frequently Asked Questions
What is SummAxis PitchPortal?
SummAxis PitchPortal is a centralised brand portal that enables enterprise marketing, sales, and business development teams to create compliant, on-brand pitches and proposals in minutes – not hours.
Who is PitchPortal designed for?
PitchPortal is designed for enterprise marketing teams, sales organisations, business development teams, and professional services firms where brand consistency, compliance, and speed are critical.
Does PitchPortal integrate with Microsoft Office?
Yes. PitchPortal integrates directly with PowerPoint and Word, allowing teams to pull approved brand assets, templates, and content blocks into presentations without leaving Microsoft Office.
Can PitchPortal connect to our existing DAM or BAM system?
Yes. PitchPortal supports API connections to digital asset management (DAM) and brand asset management (BAM) systems, as well as inbuilt image and icon libraries.
Where is PitchPortal hosted?
PitchPortal can be hosted on Microsoft Azure or deployed on-premise, depending on your organisation’s security and infrastructure requirements.
Core Features
| Tailored to each client | Hosted on Azure or On-premise | Multiple languages | Smart tags: always up-to-date |
| Full text search across all slides and assets | User access management | Image and icon gallery | Disclaimer management |
| Custom workflows | API links to DAM/ BAM systems |
Content Library
Extensive content options to support every team and workflow
| Word library | PowerPoint library | Case Studies | Bios |
| Data links | API links to DAM/ BAM systems |
Customisable Outputs
Whatever your team needs to produce, PitchPortal delivers
| Presentations | Proposals | Bids | Factsheets |
| Investor Decks | Research | RFPs | Customised brochures |
Ready to Centralise your Brand Assets?
One Simple System to Create Accurate, On-Brand Content Fast
SummAxis Tools
Unique, user-friendly tools for delivering perfect presentations and compliant documents through Microsoft Office. Add custom ribbons to PowerPoint, Word, and Excel with brand assets, templates, and compliance controls built in.
SummAxis Connector
A pop-up panel in PowerPoint and Word that links directly to your design assets portal. Browse, search, and drag approved logos, images, and graphics without leaving your document.
SummAxis PitchPortal
An online brand portal with powerful search and the ability to pull design assets directly into Microsoft Office. Centralise all approved presentations, templates, and brand guidelines in one searchable location.