Documentation

Pitch AI Platform Guide

Everything you need to analyze pitch decks at scale. From uploading your first deck to building custom evaluation criteria—this guide covers it all.

Getting Started

Upload your first pitch deck and get AI-powered analysis in minutes.

Quick Upload

Drag and drop PDF pitch decks. Support for bulk uploads up to 50 files at once.

Instant Analysis

AI analyzes team, market, traction, and innovation within minutes per deck.

Quick Start Steps

Create an account

Upload pitch decks

Go to Dashboard → Click 'Upload Pitch' → Select PDF files (single or bulk).

Review analysis

Once processing completes, click any pitch to see scores, insights, and page-by-page breakdown.

Pro Tip

For best results, upload pitch decks as PDFs with clear text. Scanned images work but may have reduced accuracy.

Dashboard

Your command center for managing and analyzing pitch decks.

Search & Filter

Find pitches instantly by company name, title, or any field.

Status Filtering

Filter by Backlog, Interviews, Accepted, Declined, or Due Diligence.

Custom Columns

Show/hide columns. Add custom metrics and form fields.

Pipeline Status Options

Backlog

New submissions to review

Interviews

Scheduled for calls

Due Diligence

Deep-dive analysis

Accepted

Moving forward

Declined

Not a fit

Export Options

Export your pipeline to CSV or Excel. All visible columns and custom metrics are included.

Pitch Analysis

Understand the AI-generated scores and insights for each pitch deck.

Core Scoring Framework

E&T

Execution & Traction

Team experience, current metrics, growth trajectory, and operational excellence.

I&V

Innovation & Viability

Technical differentiation, defensibility, product-market timing, and scalability.

MF&G

Market Fit & Growth

TAM/SAM/SOM analysis, competitive positioning, and expansion potential.

Page-by-Page Breakdown

AI analyzes each slide individually, providing specific feedback and insights for every section of the deck.

Comments & Collaboration

Add comments to specific slides. Tag team members. Mark issues as resolved.

Score Interpretation

80-100: Excellent - Strong investment potential

60-79: Good - Worth deeper evaluation

40-59: Average - Needs improvement in key areas

0-39: Below Average - Significant gaps identified

Custom Metrics

Define your own evaluation criteria aligned with your investment thesis.

Why Custom Metrics?

Every investor has unique criteria. A SaaS-focused fund evaluates differently than a deep-tech investor. Custom metrics let you score pitches based on what matters to your thesis.

Creating a Custom Metric

Go to Custom Metrics page

Navigate to Metrics from the sidebar (or /metrics).

Click 'Add New Metric'

Define your metric name (e.g., 'Net Revenue Retention Focus').

Write your evaluation prompt

Describe what the AI should look for. Be specific: 'Evaluate if the pitch mentions NRR above 120%...'

Apply to existing pitches

New metrics are auto-applied to new uploads. Use bulk reanalysis for existing pitches.

Example: SaaS Metrics

• Net Revenue Retention > 110%
• CAC Payback Period clarity
• Magic Number / Sales Efficiency
• Cohort retention analysis

Example: Deep Tech

• Patent portfolio strength
• Technical team credentials
• Research publication history
• Technology readiness level

Submission Forms

Collect pitch decks directly on your website with embeddable forms.

Custom Fields

Add company name, funding stage, sector, contact info, and any custom fields you need.

Auto-Analysis

Uploaded pitches are automatically queued for AI analysis. No manual processing.

Form Builder

Create a new form

Go to Forms → Create New Form. Give it a name (e.g., 'Q1 2026 Applications').

Add custom fields

Drag and drop field types: Text, Email, Select, File Upload, etc.

Customize appearance

Set form width, colors, and visibility (Published, Draft, Closed).

Share or embed

Copy the direct link or embed code for your website.

Team & Sharing

Collaborate with your investment team on pitch analysis.

Team Workspace

Invite team members. All pitches and metrics are shared across the team.

Share Analysis

Generate shareable links to specific pitch analyses. Control access permissions.

Collaborative Comments

Discuss pitches with your team. Tag slides, resolve threads.

Visibility Settings

Each pitch can be set to: Restricted (team only), Link Access (anyone with link), or Public (searchable). Control this from the pitch detail page.

Embedding

Add Pitch AI forms to your website with simple embed codes.

HTML Embed

Copy and paste into any HTML page

html

<iframe 
  style="border:none;width:100%;" 
  height="470px" 
  src="https://pitchai.com/form/YOUR_FORM_ID"
></iframe>

React Embed

For React/Next.js applications

jsx

<iframe
  style={{ border: 'none', width: '100%' }}
  height="470px"
  src="https://pitchai.com/form/YOUR_FORM_ID"
/>

Responsive Design

The iframe width is set to 100% by default. Adjust the height based on your form complexity. 470px works well for standard forms with 4-5 fields.

Frequently Asked Questions

Quick answers to common questions.

How long does analysis take?

Individual pitches are typically analyzed in 2-5 minutes. Bulk uploads of 50+ pitches may take up to 30 minutes.

What file formats are supported?

PDF is the primary supported format. For best results, use native PDFs (not scanned images). PowerPoint files are converted automatically.

Can I re-analyze a pitch?

Yes! From the dashboard, select pitches and choose 'Reanalyze'. This is useful when you've added new custom metrics.

How are scores calculated?

Scores are generated by our AI models trained on thousands of successful pitch decks. Each score dimension (E&T, I&V, MF&G) evaluates specific criteria.

Is my data secure?

Yes. We use bank-level encryption (AES-256), SOC 2 compliance, and strict data isolation. Your pitch data is never shared or used for training.

Can I cancel my subscription?

Yes, you can cancel anytime from Billing settings. You'll retain access until the end of your billing period.

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