Pitchbook QC
Catch the errors in a pitchbook before it leaves the building.
Seat
IB
Level
Analyst
Runtime
~20 min
Output
QC issue list by page
What this helps you accomplish
The final-pass quality control every book needs: numbers consistent across pages, footnotes complete, formatting to house style, sources current, and the story coherent page to page. The checks that save analysts from 2am reprints.
Delegate · Verify · Decide
The core L3VLUP principle: AI output is never automatically correct. Know what to hand off, what to check, and what only you can own.
Delegate
AI is good enough to do this.
- • Extracting every numeric instance for cross-page consistency checks
- • Flagging missing/undated footnotes
- • Checking formatting consistency against style rules
Verify
AI accelerates you here, but a professional checks the work.
- • Flagged inconsistencies are real (rounding conventions differ by page legitimately)
- • Style "fixes" don’t break intentional exceptions
Decide
Judgment the human owns. This is the skill.
- • Which issues block sending vs get fixed in the next turn
- • Whether the storyline works — no tool judges that
Inputs required
- The deck (PDF or PPTX)
- House style rules if any
- Which pages carry the key numbers
The workflow
- 1
Cross-foot the numbers
The same metric must match everywhere it appears. Valuation page vs summary vs football field.
- 2
Check the footnotes
Every chart sourced and dated. "Source: Company filings" with no date is not a source.
- 3
Enforce the style
Fonts, decimals, currency conventions, color palette, alignment — consistency reads as competence.
- 4
Read for story
Does each page earn its place and lead to the next? Orphan pages get cut or moved.
- 5
Final mechanical pass
Page numbers, TOC accuracy, no draft watermarks, client name correct EVERYWHERE (the classic).
Run this skill
Any listed company, anywhere. Ticker or name.
Quality checklist
The output isn’t done until every box ticks.
- Zero cross-page numeric inconsistencies unexplained
- Every exhibit sourced and dated
- Client/company name search performed on the final file
Tools that speed this up
Part of the L3VLUP tool suite.