PitchSource

We do the research.
We draft the memo.
You win the work.

PitchSource builds pitch memos from 15+ years of Lobbying Disclosure Act filings, proven advocacy frameworks, and your firm's voice. Extracted from your brand identity, not a template.

Generic AI tools don't know your lobbying history, your team's actual expertise, or how you talk about your wins. They guess at strategy and produce first drafts with no way to test whether claims hold up.

PitchSource queries live Lobbying Disclosure Act filings, maps the media landscape for communications opportunities, applies 75 evidence-based advocacy and strategic communications principles, writes in patterns extracted from your brand strategy, and critiques its own output before you see it.

"The real problem isn't that Washington is hostile to Moderna. It's that Moderna is being discussed in the wrong rooms by the wrong people using the wrong frame. Biosecurity and strategic competition with China is where both parties agree on the destination, even if they argue about the route."

— Generated memo excerpt
Layer 01 • Data Foundation

Official filings plus legislative context, not just raw data dumps

PitchSource doesn't just pull LDA records. It connects lobbying history to active legislation: bill status, stakeholder positions, competitive landscape. Then it flags gaps and positioning insights, personalized for your prospective client.

STEP 1 — PROSPECT DISCOVERY
$ query-lda Moderna
Current firms
Akin Gump Strauss
Arnold & Porter
Issues
HCR, BUD, SCI
Spending
$360K Q3 2025
Recent activity
4 filings, Q3 2025
STEP 2 — LEGISLATIVE INTEL
H.R. 1062
Growing and Preserving Innovation in America Act
• Rep. Smith (R-NE)
• Ways and Means
• FDII deduction preservation
STEP 3 — AI-ASSISTED SYNTHESIS
Gap Identified
No Armed Services representation
Opportunity
NDAA appropriations timing
Positioning Angle
Biodefense + NIH overlap

What We Surface

  • →Current lobbying relationships and firms
  • →Active issue areas from LD-2 reports
  • →Bill status, sponsors, committee assignments
  • →Competitor lobbying positions
  • →Stakeholder landscape on active legislation
  • →Media landscape intelligence and key reporter mapping
  • →Integrated GR + PR strategic positioning

Why It Matters

  • ✓Eliminate 4-6 hours of manual research
  • ✓Know the competitive landscape before you pitch
  • ✓Understand legislative timing and committee dynamics
  • ✓Position against gaps in current approach
  • ✓Walk into every pitch with actionable intelligence
  • ✓Pitch integrated engagements, not just lobbying retainers
Most firms pitch blind or rely on stale data. PitchSource combines 15+ years of disclosure filings with live legislative intel to find insights competitors miss.

Legislative Intelligence in Action

For Moderna, PitchSource identified H.R. 1990 as a priority legislative vehicle. Here's the analysis:

H.R. 1990
American Innovation and R&D Competitiveness Act of 2025
House Ways and Means • Introduced 2025-03-10
What It Does:

H.R. 1990 restores immediate tax deductibility for research and experimental (R&E) expenditures, reversing the 2017 Tax Cuts and Jobs Act requirement that businesses amortize these costs over 5-15 years beginning in 2022.

The provision applies retroactively to tax years beginning after December 31, 2021. Provides taxpayers with a choice between immediate expensing or alternative amortization over a minimum of 60 months.

WHY THIS MATTERS TO YOUR PROSPECT

H.R. 1990 would provide significant cash flow benefits to Moderna by allowing the company to immediately deduct its substantial R&D investments in mRNA vaccine and therapeutic development rather than amortizing these costs over 5-15 years. This change would reduce Moderna's current tax liability and improve working capital availability for funding ongoing clinical trials and expanding its pipeline of mRNA-based treatments. The retroactive application to 2022 could also generate meaningful tax refunds for Moderna's recent R&D expenditures.

Layer 02 • Strategic Knowledge

Grounded in both academic research and practitioner insights

75 strategic principles across government relations and integrated communications. Drawn from peer-reviewed lobbying research, practitioner interviews, and real-world campaign strategy. Applied by engagement type, not dumped in wholesale. Here are a few examples:

12
Legislative Subsidy Theory
Hall & Deardorff (2006)
Finding
Lobbyists succeed by reducing costs for aligned champions, not persuading opponents
Application
Focus resources on 15-20 key appropriators positioned to champion funding. Frame firm as resource multiplier, not persuader.
1
Policy Drives Narrative, Narrative Enables Policy
Kingdon (2011)
Finding
The public narrative creates or destroys the political space for policy outcomes. A legislator facing constituent anger cannot support an issue regardless of the policy merits.
Application
Show how the firm's GR and PR teams operate as a single strategy. Demonstrate moments where media strategy created political space for the policy win.
7
The Inside-Outside Strategy
Kollman (1998)
Finding
Effective advocacy operates on two fronts simultaneously: direct lobbying inside and media, grassroots, and coalition pressure outside. Combined strategies produce stronger outcomes than either alone.
Application
Coordinate Hill intelligence with media timing. A well-placed op-ed the week before a markup is ten times more valuable than the same op-ed two months earlier.
42
Timing and Windows
Baumgartner et al. (2009)
Finding
Legislative success depends on identifying and exploiting narrow windows of opportunity
Application
Connect prospect priorities to active legislative vehicles. Emphasize understanding of procedural timing.
Layer 03 • Firm Identity

Your firm's voice, extracted from your marketing presence

We analyze your website, case studies, and thought leadership to learn how you talk about wins. The output: action verbs by function, structural patterns for openings and closings, and explicit lists of phrases to use and avoid.

latitudepublicaffairs.com/case-studies

Defense Tech Client: $47M NDAA Provisions

Latitude Public Affairs secured $47 million in FY2024 NDAA provisions for three defense tech clients focusing on advanced propulsion research. We worked directly with Senate Armed Services leadership—building on Diana Pembroke's 18-year relationships across both parties—to position sustained R&D funding as critical to maintaining technological advantage.

✓ Extracted Patterns
  • Past-tense accomplishments
  • Specific dollar amounts
  • Bipartisan positioning
  • Insider language
✗ Banned Patterns
  • "Leverage/synergies"
  • "Comprehensive strategy"
  • Em-dashes
  • Academic citations
↓
Voice Extraction Process
AI analyzes patterns, learns firm tone, builds constraint rules that enforce authentic voice while blocking generic consulting language
↓
✗ Generic AI Output
"Our comprehensive approach leverages deep expertise across multiple sectors to position your organization for success. We bring synergies between policy development and stakeholder engagement—enabling transformative outcomes through strategic coalition-building."
Issues: Vague claims, buzzwords, no specifics
✓ Latitude Public Affairs Voice
"Latitude Public Affairs secured $47 million in FY2024 NDAA provisions for three defense tech clients. We worked directly with Senate Armed Services leadership to position sustained R&D funding as critical to maintaining technological advantage."
Strengths: Past tense, specific amounts, named venues
Layer 04 • Multi-Stage Refinement

Four-stage iterative workflow

From research to final draft, PitchSource refines itself. Generate, critique, revise, validate. You get the version that passes scrutiny.

1

Initial Draft Generation

AI synthesizes research and applies matched principles to generate first draft. For Moderna, this means pulling LDA data (current firms: Akin Gump Strauss, Arnold & Porter; spending: $360K Q3 2025), analyzing H.R. 1990 R&D tax timing, and matching team members to prospect needs.

Applied principles:
• Legislative Subsidy Theory (focus on 15-20 key appropriators)
• Bipartisan Coalition Building (identify R+D champions early)
• Committee-Centric Strategy (map to Armed Services + Appropriations)
• Problem-Solving Positioning (lead with member priorities)
✓ First draft generated • Team: Callahan, Hartwell, Pembroke
2

Strategic Review

AI editor catches missed opportunities and weak connections before you send. Every relevant credential gets leveraged.

Strategic Review:
"The memo never directly addresses the elephant in the room: Kennedy's HHS is actively canceling mRNA contracts and an FDA leadership figure issued a refusal-to-file on Moderna's flu vaccine. A two-sentence acknowledgment with a concrete counter-strategy would make the pitch feel battle-ready rather than conceptual."
3

Revision & Refinement

AI incorporates feedback while maintaining voice constraints and strategic principles. Restructures opening, adds pandemic preparedness framing, elevates Armed Services gap to lead position.

Revision actions:
• Moved Armed Services gap to opening paragraph
• Added NDAA FY2025 timing + markup schedule context
• Strengthened pandemic preparedness infrastructure language
• Maintained Latitude Public Affairs voice patterns throughout
4

Quality Validation

Claude Opus performs adversarial critique—checking voice authenticity, validating claims against research, and flagging generic consulting language before final delivery.

Example validation:
FLAGGED ✗
"Our comprehensive approach positions Moderna to leverage synergies..."
REPLACED ✓
"Latitude Public Affairs brings Senate Armed Services relationships Moderna lacks..."
✓ Voice validated • Claims verified • Final memo approved for delivery

The Difference: Before & After

STAGE 1 (Initial Draft)
"Moderna has built a transformative biotech platform, but sustaining federal support for next-generation vaccine research requires active engagement with appropriators and health committee leadership. Our team's deep relationships position us to advance your agenda where current representation shows gaps."
STAGE 4 (After Feedback + Validation)
"Moderna lacks representation on Senate Armed Services—a critical gap given FY2025 NDAA markup timing and the committee's jurisdiction over biodefense preparedness appropriations. Latitude Public Affairs brings the relationships Moderna needs to position sustained mRNA research funding as national security infrastructure..."

See It in Action

Here's what PitchSource produces. This integrated GR and strategic communications memo was generated for Moderna using Latitude Public Affairs's firm data, voice profile, and team credentials.

Request Early Access

Generate pitch memos built on real lobbying data, proven advocacy frameworks, and your firm's authentic voice.

We'll respond within 48 hours. PitchSource is currently in limited beta for select lobbying firms.