Celero for Pitchbook Automation

by Celero Playground

::celero

where pitchbooks meet investors

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Publish existing pitchbooks, templates, presentations and designs as smart microsites, instantly.

Share with investors to reveal interest and intent by automatically capturing investor engagement.

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Anyone Can Publish

Publish smart pitchbooks in a few clicks, without any prior technical knowledge or coding.

CREATE IN ANYTHING

MICROSITE

FULLY MANAGED

  • Hosted
  • Links & Domains
  • Versioning
  • SEO
  • Security & GDPR

SMART

  • Convert Leads
  • Reveal intent
  • Integrate with CRM
  • Enable remarketing
  • Embed Ad pixels

Powered by ::celero

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Publish Pitchbooks as Microsites

Publishing existing pitchbooks as Microsites takes seconds

It's fully automated and only takes seconds. Pitchbooks are automatically analyzed using AI to create tombstone pages, recommendations and summaries. Investors will notice a much faster experience, especially on mobile.

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KraneShares Success Story

Impact

2x lead engagement generating significant increase in AUM

Problem

Visitors spend a lot of time reviewing pitchbook presentations. However, that didn't generate new leads and didn't generate any investor insight.

Solution

Anyone on the KraneShares team can now turn PDFs into microsites with lead generation forms that pop up based on client behavior. Leads and engagement data automatically flows into Salesforce.

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Trusted & Compliant

Vetted by some of the largest organizations

  • GDPR compliant
  • California Privacy Rights Act compliant

Clients include: GENERALI, KraneShares, Cognyte, audiocodes

Metric Value
Users 500+
Visitors 110K+
Microsites created 1500+
Engaged Leads 18K+

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Build a library of interactive widgets

Build a library of reusable widgets such as charts, tombstone layouts and videos.

Build data visualizations and interactive calculators that feed from existing data sources or excel spreadsheets.

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Create pitchbooks in anything

CREATE IN ANYTHING

Create pitchbooks using Powerpoint, InDesign, Canva or any other tool.

Convert existing pitchbooks or related PDFs in seconds.

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Reveal Investor Intent & Interest

Metric Value
Users 1071
Visitors 876
Contacts 195
Engaged Users 663
Visits 1394

Engagement Actions

Action Count
Scrolled through feed 74
Highlighted Text 50
Submitted a form 43
Downloaded the PDF 32
Submitted GDPR 23
Copied text 7
Searched inside microsite 6
Clicked on link 3
Refreshed feed 2
Shared the microsite (link) 2

Analytics broken down by Date, Country, UTM, and Device.

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Reveal Investor Intent & Interest

Notify your sales team in real-time of high profile investors that engaged with your pitchbooks.

Enrich your investor data by connecting Celero with your CRM.

Automatically update investor engagement in your CRM.

Integrations

HubSpot, Salesforce, Mailchimp, Oracle Eloqua

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Integrate Seamlessly

Create in Anything

Create Microsites from content you create in tools you already know.

Connect to Anything

You user engagement data will automatically flow into your CRM and Marketing Automation.

Distribute Anywhere

Share your Microsite links seamlessly on any platform and get all your insights in one place.

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Analyze with AI

Celero uses a secure, enterprise AI-powered engine, to automatically analyze your pitchbooks and recommend related material based on investor intent, popularity and relevance.

Automated & relevant based on what's trending and investor interest and preferences

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::celero

where pitchbooks meet investors

Book a demo

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