Five proprietary layers transform prospect data into strategic pitch memos: knowledge frameworks, verified data, authentic voice, real-time research, and agentic refinement working together.
Each memo draws from five integrated layers. Strategic knowledge informs positioning. Verified data grounds every claim. Firm voice ensures authenticity. Live research surfaces prospect context. Agentic refinement calibrates output to buyer perspective.
50 strategic principles from academic research and practitioner interviews. Context-aware recommendations for offensive vs. defensive campaigns.
Verified lobbyist rosters, client portfolios, committee relationships from Senate LDA filings. Multi-stage verification eliminates errors.
Firm-specific tone profiles extracted from your marketing. Signature phrases, intensity levels. Memos that sound like your firm.
Real-time LDA API queries surface prospect's current lobbying relationships and active issues. Current intelligence, on demand.
Four-stage agentic workflow with prospect perspective feedback. AI evaluates your pitch from the buyer's viewpoint.
Not a list of tactics. A structured understanding of how advocacy outcomes unfold, drawn from peer-reviewed research and practitioner experience that generic AI has never seen.
We distilled 50 strategic principles from peer-reviewed research on lobbying effectiveness and interviews with senior practitioners. This is a decision framework that understands context.
The principles encode hard-won lessons: why 60% of lobbying campaigns fail to change policy, how defenders hold structural advantages, when coalition diversity matters more than size, and why resources alone explain less than 5% of success.
Each principle includes conditional logic. Status quo defense requires different positioning than offensive campaigns. High-salience issues demand different tool selection than quiet regulatory fights. The framework adapts recommendations to your prospect's specific situation.
Most importantly, these principles stay invisible in your output. The memo doesn't cite research or drop academic jargon. It applies the insights naturally, the way a seasoned BD partner would: informed by deep knowledge, but speaking the language of your prospect.
The difference: Generic AI summarizes what lobbying is. PitchSource knows when to recommend grasstops mobilization versus quiet inside-game engagement, when to emphasize coalition breadth versus depth, and how to position defensive versus offensive campaigns.
Every lobbyist name, client relationship, and committee connection traced to official Lobbying Disclosure Act filings. Multi-stage verification ensures you're never pitching with outdated or fabricated credentials.
Why this matters: One bad data point blows credibility. Generic AI hallucinates lobbyist names, invents client relationships, and cites committees that don't exist. Every name and relationship in a PitchSource memo traces back to an official filing.
Every firm has a distinct way of positioning itself. We extract those patterns from your existing marketing and ensure generated memos maintain your authentic tone, not generic AI prose.
"We don't just advocate; we architect outcomes. Our approach combines deep policy expertise with strategic communications that move markets and shape legislation."
"For [Prospect], we would architect a multi-track engagement that combines direct legislative outreach with strategic communications designed to shift the policy environment in your favor."
Tone markers, signature phrases, positioning language, value proposition framing, competitive differentiation themes.
Generic AI tells that undermine credibility: em-dashes, passive constructions, hedging language, obvious template patterns.
Skip the manual research. When you enter a prospect, PitchSource queries the Senate LDA API to surface their current lobbying relationships, active issues, and existing representation before generating your memo.
Enter prospect name. System queries LDA database for matching client filings with fuzzy name matching.
Review discovered lobbying issues, current representation, and recent activity. Select what's relevant.
Selected intelligence automatically populates your prospect profile. Memo generation proceeds with current data.
Real intelligence from official disclosure filings, not web scraping or stale databases.
Eliminate 4-6 hours of manual prospect research. Walk into every pitch with current intelligence.
The advantage: Most BD conversations start cold. PitchSource lets you walk in knowing exactly what issues the prospect is already lobbying on, who they're working with, and where gaps in their current approach might exist.
Not just generation: evaluation. A four-stage workflow where AI models collaborate to draft, critique from the prospect's perspective, plan revisions, and refine the final memo.
Generate initial pitch memo using all five layers of intelligence
Roleplay as prospect. Identify gaps, weak claims, missing proof points
Analyze feedback. Prioritize material revisions. Create improvement roadmap
Execute targeted revisions. Maintain length discipline. Output final memo
Single-pass generation optimizes for completeness. Multi-stage refinement optimizes for persuasion. The critique stage asks questions your prospect will actually ask.
"Do they actually have experience in my sector?" "Why should I believe they can deliver on this timeline?" "What makes them different from my current firm?"
Choose your workflow based on time and quality needs.
The result: Memos that have already been stress-tested against the hardest questions. When you walk into the pitch, you've already heard the objections and addressed them.
When you enter a prospect, PitchSource doesn't just fill in blanks. It reasons through which principles apply, which team members and clients to highlight, and how to frame the pitch in your firm's authentic voice, informed by real-time research and refined through adversarial critique.
50 strategic principles matched to prospect context
Verified credentials, clients, committees
Authentic firm tone and positioning
Real-time prospect intelligence
Multi-stage adversarial review
Tailored positioning that demonstrates fit, highlights relevant experience, and makes the case for why your firm wins this business.
The result: A pitch memo that sounds like it was written by a senior BD partner who has studied the prospect, knows the firm's strengths deeply, understands advocacy strategy at a level most competitors don't, and has already anticipated the hard questions.
Generate a pitch memo for a real prospect and see how five layers of authentic intelligence translate into competitive advantage.
Generate a Memo