Client deliverables worthy of your firm.
PREZENTD turns your sales process into branded presentations, proposals, and plans that close — built in minutes, sharper with every deal.
7-day free trial · No charge until day 8
What is PREZENTD?
PREZENTD is an AI-powered deliverable workspace where an advisory firm's sales motion lives. It turns a firm's process, voice, and client meetings into branded documents and slide decks that close — built in minutes from notes and files the firm already has, reusable as templates, and shared through secure, revocable links. Log a meeting and PREZENTD writes a Meeting Report scored against the firm's own sales process and a Client Profile ready for the next one, on every plan, for no credits. Plans run $149–$279 per month for RIA firms and independent advisors, with a 7-day free trial.
Hours of assembly. And no edge in the room.
Every prospect meeting means the same scramble — notes, exports, a blank page — and material that says nothing about why this prospect buys. PREZENTD builds the deliverable around your firm and around the close: their pains, their objections, their yes.
Deliverables today
- Hours in Word, PowerPoint, and PDF exports — per prospect
- Generic templates that flatten your sales process
- Walking in blind to their pains and objections
With PREZENTD
- Assembled in minutes, built around this prospect's close
- Your brand, voice, and disclosures — locked in
- Every meeting feeds the Client Profile and Firm Memory — the next pitch starts sharper
Own your sales process. Everything else follows.
Sounds like your firm
Your voice, your frameworks, your disclosures — carried into every presentation and proposal automatically. Not the generic guess a cold AI chat hands back.
Firm voice →Built to close
Log the meeting and PREZENTD writes the Client Profile it builds from — how to present to this client, what they care about, what's blocking the yes — so the material you walk in with is built for this engagement, and gets sharper with every one.
Meetings & Firm Memory →Minutes, not days
From raw material to a polished, client-ready deliverable while the meeting is still fresh. Review, tighten, send — then reuse it for the next deal.
The builder →Five pieces. One sales engine.
Deliverable Builder
Describe what you need, hand it your raw material, approve — a finished document or slide deck in minutes. Download as PDF, present full-screen, or share a link.
Explore →Meetings & Firm Memory
Log a meeting: get a Meeting Report scored against your sales process and a Client Profile ready for the next one, then build the deliverable it tells you to build. Every plan, no credits.
Explore →Templates
Save your best-closing material as a template. Adapt it with AI for the next client, or duplicate and edit it for free.
Explore →Firm Voice
Brand, tone, and disclosures locked in — the AI can never override them.
Explore →Secure Sharing
Encrypted, revocable 30-day links — a premium experience for prospects and clients. Pro and Team.
Explore →No blank page. No prompt-wrangling.
Bring what you have
Meeting notes, transcripts, CSVs, PDFs — your expertise is the input. Onboarding starts with a scan of your website and a "How do you sell?" step, so PREZENTD knows your brand and your process before your first build.
Answer a question or two
It drafts from your sales process and the Client Profile — how to present to them, what they care about — not a stock template. Review the follow-ups, approve, and it builds.
Walk in ready
Minutes later: polished, on-brand, built for this engagement, disclosures in place. Present it, share it, and save it as a template for the next one.
Log the meeting
Paste the transcript. Get a Meeting Report scored against your sales process and a Client Profile ready for the next meeting. Build the next deliverable from the opportunity it found.
See the full flow on the Deliverable Builder →
Built for firms that answer to regulators.
Zero-data-retention AI routing, no model training on your content, and a SOC 2 Type II audited platform come standard — with your disclosures on every deliverable, advisor approval on everything that ships, and client links you can revoke at any time.
Simple plans. Seven days free.
Every plan starts with a 7-day free trial of the full platform — no charge until day 8, cancel anytime.
Full plan details, credits, and annual pricing on the pricing page →
Your sales process is the product. Own it.
Build your first branded deliverable this week — free for 7 days — and keep every one you make.
7-day free trial · No charge until day 8 · Cancel anytime
Built on a SOC 2 Type II audited platform · No model training on your data · Security →