Research companies, analyze deal documents, and build presentations, financial models, and investment memos.
Have a live mandate? Let’s talk about your team.
A deal story, down to the detail.
Selected pages from a generated CIM for a fictional company.A partner in the process
Inspect the draft, explore the sources, and try a revision. A simple illustration of working with your AI partner.
Industrial services
Maintenance and inspection services that keep critical industrial operations running.
Fictional source material and illustrative output. This explains the workflow; it is not a live product recording.
Where the work takes you
From the first question to the materials you put in front of a client or investment committee.
Find the story in the source material. Draft the CIM and teaser, then refine the details as the mandate evolves.
Research the business and its market, work through the numbers, and organize the findings for your decision.
Investigate the documents, identify information gaps, and turn diligence questions into findings you can review.
Something you can work with
Review the draft. Check the reasoning. Keep working in the tools you already use.
Explore generated examplesFormat illustrations · fictional AlderHand-authored examples of the file formats.
CIMs, teasers, and management presentations you can keep refining.
| USD m | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 12.8 | 15.6 | 18.4 |
| EBITDA | 2.7 | 3.6 | 4.6 |
| Margin | 21.1% | 23.1% | 25.0% |
Analysis and financial workbooks to inspect, adjust, and build on.
01 · Revenue quality
How concentrated are the recurring contracts?
02 · Margin durability
What explains the change in profitability?
Research, investment memos, and diligence findings for review.
Beyond the first draft
A new data point shouldn’t mean a blank page. Keep your project information, questions, and revisions connected as the work develops.
Meet your AI partnerBring the relevant files and background into a project, so the work has a place to build from.
Question an assumption, change the emphasis, or work through updated financials.
Use your firm’s presentation templates and repeatable workflows.
Confidential work deserves clarity
Understand data access, retention, and model-provider policies before you bring your deal material.
Bring a real piece of work: draft a business overview from company documents, research a market, or analyze a financial workbook. A specific assignment and relevant sources give you a useful starting point.
Review the draft and the supporting sources, question assumptions, and ask for changes. Treat generated work as a draft that needs your professional judgment before sharing or relying on it.
Deliverables AI creates presentations, spreadsheets, and documents that you can download and continue working on in PowerPoint, Excel, or Word.
Firm-specific presentation templates and reusable workflows are supported. Talk to us about the setup and plan that fit your team.
Start free to try the product with trial credits. Tasks use credits as the AI works; usage depends on the assignment. View current trial allowances and pricing.
Your next piece of deal work
Start with a presentation, an analysis,
or a question you need to work through.
