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Singletrack Pitch

Automated client outputs for capital markets

Singletrack Pitch enables Capital Markets teams to create pitchbooks, profiles, tearsheets and reports in Microsoft Office using structured templates, data integration and automation.

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Singletrack Pitch

Built for capital markets workflows

Singletrack Pitch is a Microsoft Office-integrated solution supporting core outputs across investment banking, sales & trading, research and corporate access. The platform simplifies the creation of professional client outputs while ensuring consistency, accuracy and compliance. By using Singletrack Pitch, teams will quickly generate high-quality personalised outputs PowerPoint, Word and Excel.

Award-Winning

AI Built for Capital Markets

One integrated AI first platform across research, CRM, Corporate Access and Banking has the highest quality dataset to understand buy-side intent and deliver the broadest and deepest set of tools that enable sell-side professionals.

Singletrack wins Best AI-Enabled App for Capital Markets at A-Team Group’s AI in Capital Markets Awards 2026 - Teal
Singletrack Pitch
Leading the transition to data-driven advisory.

MS Office integration and support

Integration across PowerPoint, Word and Excel, support for Word, Excel, PowerPoint and PDF outputs

Consistency

Structured template library for consistent outputs

Accuracy

Automated data connectors for accurate content

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