Investor Pitch Free Template

#Business Operations

This is a template to filter pitch requests, schedule, and see the pitch to analyze if it’s a good investment or not.

The phases’ fields include:

  • general topics presented on pitches
  • general considerations to be taken while evaluating an investment

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.

No/low-code

Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Teams across the globe love Pipefy

Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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