The pitch operating system for agency new business

Win the pitch before you write it.

Pitch Box is the operating system for how your agency pursues work: qualify the bid, stand up the team and brief, draft every section from your own verified evidence, run the pursuit on rails, and compile branded, submission-ready output. After the win, it locks the promise and flags delivery drift before the client does. The pitch knowledge stays when people move on. Grounded in your facts. Never invented.

In pilot with category-leading experiential and creative agencies.
The pitch brain your agency keeps
seats, no per-user cost
100%claims traceable to source
0hallucinated facts
End-to-endqualify to launch to ship to keep
90 seconds

Watch Pitch Box turn an RFP into a proposal.

How it works

An RFP is a knowledge problem before it's a writing problem.

Pitch Box runs the full pursuit motion, not just the first draft. Qualify before you spend senior hours, stand the team up with a real brief, write from your own proof, and keep the process on a schedule until the document ships. Every pursuit makes the next one sharper.

01

Ingest

Drop the RFP as a PDF, paste it, or pull from Drive or Box. The parser breaks it into sections with word limits, weights, tracks, and hard constraints in about a minute.

02

Qualify

Score fit and investment before you commit the room. Always-on scoring with clear Go, Caution, or No-Go math your leadership can defend, not a black-box AI vote.

03

Launch

Stand the pursuit up: roster, Slack channel, Miro board, Box home, timeline from the RFP dates, and an Opportunity Brief grounded in the issuer, brand profile, and live research.

04

Draft

Every section pulls from your knowledge base, case studies, and evidence atoms. Buying-committee priorities shape the answer. Missing facts get bracketed, never invented.

05

Review

Workback schedule, compliance matrix, AI-tells pass, adversarial scoring against the RFP's own rubric, section comments with @mentions, and approve gates before anything ships.

06

Compile & keep

Co-branded document or Studio deck, share by link or PDF. Mark it won and Pitch Box locks a North-Star, then scans delivery work for scope and promise drift.

Why it wins

It writes like your best person on their best day.

Grounded, not hallucinated

Every number, name, and credential traces back to verified knowledge, case studies, and evidence atoms. If a fact is not there, the engine brackets it for a human instead of inventing it. Stale claims get flagged before they compile.

Evidence governance

Qualify before you spend the room

Always-on scoring across fit and investment. Clear Go, Caution, or No-Go with math leadership can defend. Stop burning senior hours on work you were never going to win.

Qualification · Bid Confidence

Launch is day-one stand-up

Roster the team, attach Slack, Miro, and Box, seed the timeline from parsed dates, and generate an Opportunity Brief that fuses the RFP, brand profile, and cited live research.

Launch · Opportunity Brief

Writes to the buying committee

Load the evaluators from dossier, ICP personas, or HubSpot. Every section speaks to the economic buyer, program owner, and operator by priority, never by name.

Audience-aware drafting

Reads your agency back to itself

Point it at your website, Drive, or Box. Case studies and capabilities land in a structured library with Events or Creative templates, exhibits, and anonymization when the client is confidential.

Self-building library

Finished decks come home

Most of the real work still happens outside the tool. Upload a finished deck from Drive or Box, map pages to RFP sections with confidence, preview the bring-across, then score it in place. Reversible.

External deck round-trip

Your brand, procurement-ready

Compiles into your design system: typography, color, embedded fonts, issuer accent. Share by link or print straight to PDF. Studio builds editable decks with PDF, PowerPoint, and Canva handoff. Claude Design brief included on every tier.

Co-branded output · Studio

Learns why you win

Every outcome, scorecard, and human edit becomes a signal. The Playbook mines them into evidence-backed rules you approve once, and future drafts apply them automatically. Your win patterns become a moat nobody can import.

The Playbook · Agency OS
More than a draft

It runs the whole pursuit, not just the writing.

The drafting is where most tools stop. Pitch Box also runs the process around it, so a pursuit moves on schedule, gets reviewed before it ships, and never depends on one person's memory.

Runs the pursuit on rails

Workback schedule from the RFP dates, review gates, compliance matrix, and approver sign-off. Color-team discipline without the spreadsheet archaeology.

Workflow · review gates

Editorial discipline built in

AI-tells pass flags machine-flavored prose before approve. Adversarial self-scoring reads each section against the RFP's own weighted criteria, per committee member, with surgical fixes instead of grade inflation.

Tells · Scorecard

Comments that reach people

Section-level discussion with @mentions to the pursuit team. Mentions open tasks, hit the pursuit Slack channel, and email the person so feedback does not die in a thread nobody opens.

Comments · @mentions

Survives a departure

Every task carries a doer, a reviewer, and an approver. Everyone sees their own queue across pursuits. When a senior BD person leaves, the proof, the voice, and the process stay put.

Roles · My Tasks

Knowledge that stays true

Claims are verified, permissioned, dated, and flagged when they go stale. Unverified facts warn at compile and never silently ship. Evidence atoms make proof retrievable without rewriting the narrative.

Evidence atoms · freshness

Built for how agencies actually pursue

Multi-scenario answers inside one pursuit, consortium mode with partner-attributed sections and retrieval isolation, confidential pursuits with full model-call audit, issuers and brand profiles across the book of business.

Scenarios · Consortium · Confidential

Connected to the tools you already use

HubSpot for committee and account context. Slack for share and auto-push. Google Drive, Box, Miro, Asana, and Canva on the pursuit spine. Opportunity Radar watches the boards you already check by hand.

Integrations · Radar

Pitch decks, your way

One-click branded deck generation, full Studio editor with masters and brand restyle, native PowerPoint export, Canva handoff, or a packaged brief for Claude Design on your own account.

Studio · Claude Design
After the win

Winning the pitch is a promise. Pitch Box keeps it.

Most tools clock out at submission. The work you sold still has to get delivered the way you pitched it: same scope, same outcomes, same voice. Pitch Box locks the winning bid into a North-Star and measures delivery decks, SOWs, and recaps against it, so drift surfaces to you long before it surfaces to your client.

Locks the win into a North-Star

The moment a pursuit is marked won, Pitch Box drafts a North-Star from the winning bid and the client's brand: the goals, KPIs, scope, voice, and themes you committed to. You approve it once, and it becomes versioned, locked truth for the account.

North-Star · locked truth

Reads what you actually deliver

Feed it the delivery work as it ships: kickoff decks, statements of work, run-of-show, recaps. Each one becomes a Signal the engine ingests and holds up against the promise, with no manual tagging.

Signal ingestion

Catches drift before the client does

A forensic scan diffs every Signal against the North-Star across scope, outcomes, and voice, then flags exactly where delivery is creeping past what you sold or falling short of it. The scope guardrail a pursuit has never had.

Drift scan · scope guardrail

Ranks it, resolves it, learns from it

Findings arrive ranked by severity, not as noise. Acknowledge, resolve, or dismiss with a reason, and the engine learns your judgment so the next scan is sharper. Client-identifying detail stays out by default.

Review · ack / resolve / teach
Why it matters

Your pitch knowledge shouldn't walk out the door.

A senior BD lead leaves and takes years of pitch instinct with them: the proof, the positioning, the way you win. Most agencies rebuild it from scratch every time, at a cost that runs well into six figures a year. Pitch Box encodes that knowledge in a system your whole shop shares, so it compounds instead of evaporating. Scale pursuit capacity without adding headcount. Get a new BD lead productive in days, not months. Read the research: the Pitch Knowledge Half-Life, or score your transition exposure.

Knowledge that compounds Capacity without headcount Survives a departure Grounded, never invented
Pricing

Priced like a tool. Compounds like a team.

Every tier includes unlimited seats. We charge for the engine, not your people. Annual pricing shown; month-to-month available. Wondering what pursuing business costs you today? Run the Pursuit Capacity Model.

Launch

For agencies new to structured pitching: one to three active RFPs a month.
$3,588/yr
or $299/mo month-to-month
  • Full RFP pipeline: ingest, qualify, draft, review, branded compile
  • Qualification scoring + Bid Confidence
  • Launch stand-up + Opportunity Brief
  • Knowledge Base (50) + case studies (20)
  • Workflow: schedule, gates, compliance matrix
  • 10 compiled RFPs/mo with rollover
  • Opportunity Radar (1 source)
  • Google Drive ingestion · Studio decks
Recommended

Studio

For active BD practices with dedicated pursuit teams: five to fifteen RFPs a month.
$8,388/yr
or $699/mo month-to-month
  • Everything in Launch, uncapped library
  • Buying-committee targeting + adversarial self-scoring
  • External deck round-trip (Drive / Box / upload)
  • Win/loss learning loop + AI-tells pass
  • Consistency Engine: North-Star + drift detection
  • Case Study Generator, exhibits, NDA anonymization
  • HubSpot, Slack, Box, Miro · AI section imagery
  • Multi-scenario responses · confidential audit log
  • 30 compiled RFPs/mo with rollover · Radar (5)

Agency OS

For multi-practice shops with heavy pursuit volume, possibly multi-brand.
$17,988/yr
or $1,499/mo month-to-month
  • Everything in Studio, unlimited
  • The Playbook: win patterns mined into drafting rules
  • Consortium: multi-partner pursuits with isolation
  • Unlimited compiled RFPs + Radar sources
  • Up to 3 workspaces for brand or practice isolation
  • Backup/restore + workspace cloning
  • Priority Slack channel + quarterly business review
  • Custom onboarding for each workspace
One-time $499 setup, waived on annual prepay · Unlimited seats on every tier
Enterprise
Holding companies and agency networks: unlimited workspaces with volume pricing, white-label domains, SSO, custom key management, and an SLA.
Talk to us
What you getLaunchStudioAgency OS
SeatsUnlimitedUnlimitedUnlimited
Compiled RFPs / month10 + rollover30 + rolloverUnlimited
Knowledge Base entries50UnlimitedUnlimited
Case studies20UnlimitedUnlimited
RFP ingest + grounded drafting + branded compile
Pursuit workflow: schedule, review gates, compliance matrix
Team roles, assignments & My Tasks
Evidence governance: verified claims + freshness
Qualification scoring (fit × investment)
Bid Qualifier (go/no-go)
Launch stand-up + Opportunity Brief
Google Drive ingestion
Buying-committee targeting
Adversarial self-scoring
AI-tells pass + section comments
External deck round-trip
Win/loss learning loop
Consistency Engine: North-Star + drift detection
Multi-scenario responses
Confidential pursuits + audit log
The Playbook (learning loop: signals → plays)
Consortium: multi-partner pursuits
Case Study Generator + exhibits + anonymization
AI section imagery
Pitch decks + Studio + Claude Design
HubSpot + Slack + Box + Miro
Opportunity Radar sources15Unlimited
Workspaces11Up to 3
Backup/restore + cloning
SupportEmailPriority + onboarding callPriority Slack + QBR
Unused compiled-RFP allowance rolls over month to month and resets at your contract anniversary. A quiet spring banks capacity for a loaded fall.
Embedded Pursuit Leadership

Or let us run the pursuit.

The platform is priced for the engine. When you'd rather have the engine driven, we embed a Fractional Head of Pursuit Operations: the operator who runs the whole motion inside your shop. One accountable person, not a four-agency stack. Sold separately from the platform license, layered on any tier.

Fractional Head of Pursuit Operations

For agencies that want the win-rate outcome owned, not just the software delivered. A senior pursuit operator embedded in your BD motion, accountable for the number, with a direct line to your principals and no agency layers translating intent.

A handoff document has never caught a failure in time. A person standing in the room has.

  • Owns qualification: runs fit and investment scoring so senior hours only chase winnable work
  • Stands up Launch: team, tools, timeline, and Opportunity Brief
  • Runs the pursuit calendar, review gates, comments loop, and compliance matrix end to end
  • Builds and maintains your Knowledge Base, case-study library, and Playbook so your pitch brain compounds instead of walking out the door
  • Drives buying-committee targeting, scorecards, and the win/loss learning loop
  • Accountable for win rate: the outcome, not a deliverable sign-off
  • Direct line to your principals; no account-management tiers in between
Custom retainer, scoped to your pursuit volume · Sold separately from the platform license · Typically paired with Studio or Agency OS
Stop rebuilding your pitch brain

Put your win rate on an engine.

Pitch Box is rolling out with a small group of experiential and creative agencies that want the full pursuit OS, not another blank-page writer. Tell us about your shop and we will get you in.