Our Story
Deliverables AI was founded in 2024 by Andrew Roberts and Jeff Tannenbaum with a simple yet powerful vision: to accelerate M&A success by transforming how financial professionals create and manage deal documents. As startup founders and engineers, we've seen firsthand how AI can revolutionize industries. Our journey into M&A isn't just theoretical—we've experienced the challenges of selling companies ourselves, and we understand the immense value that great investment bankers bring.
During these experiences, we saw an opportunity to enhance and streamline M&A workflows with the latest AI models. With Andrew's 25 years of experience building successful SaaS companies and Jeff's two decades in software engineering and venture capital, we bring together deep expertise in both technology and finance. We're bridging the gap between Silicon Valley innovation and Wall Street deal-making, putting the power of advanced AI in your hands.
Our Mission
At Deliverables AI, our mission is to revolutionize the M&A industry by becoming an indispensable AI partner that provides instant, actionable insights, high-quality deal documents, and strategic foresight. We believe the future of M&A lies at the intersection of human expertise and technology—not replacing dealmakers, but empowering them with superpowers to amplify their skills and insights.
We empower financial professionals to:
- Create compelling, data-driven deal narratives with unprecedented speed and efficiency
- Uncover hidden insights that lead to better decisions
- Streamline due diligence processes, freeing time for high-value strategic work
- Close deals faster and more efficiently than ever before
By harnessing the power of AI, we're transforming the entire M&A process, enabling firms to navigate complex transactions with confidence and agility.
Leadership Team
Andrew Roberts – CEO
With over 25 years of experience in content creation software, Andrew has a proven track record of building and scaling successful SaaS companies. As the former founder and CEO of Tiny, he led the company to a successful exit to PSG Equity.
Jeff Tannenbaum – CTO
Jeff's 20 years in software engineering, along with his experience as a partner at BlueRun Ventures, give him a unique perspective on both the technical and business aspects of AI-driven solutions.
Our Approach
At Deliverables AI, innovation comes from combining the latest AI with industry expertise. Our approach is built on three key pillars:
AI-Powered Innovation
We leverage the best available foundational AI models, selecting and combining them based on specific tasks to deliver highly relevant outputs for financial professionals. We ensure your data remains confidential and is never used to train our AI systems.
Industry Expertise
We understand both technology and finance. Having gone through the M&A process ourselves and with advisors from TechStrat and private equity, we ensure our solutions tackle real-world challenges faced by dealmakers.
Bridging Innovation and Expertise
By merging Silicon Valley innovation with Wall Street deal-making, we provide dealmakers with tools that amplify their skills and insights.
Security and compliance are at the core of everything we do. We adhere to the strictest data protection standards, ensuring your sensitive deal information is always safe and secure.
Core Values
Innovation
We're constantly pushing the boundaries of what AI can achieve in financial services.
Integrity
We uphold the highest standards of ethics and transparency in all our operations.
Client Success
Our success is measured by our clients' success. We're committed to delivering solutions that drive real, measurable results.
Excellence
We strive for excellence in every aspect of our work, from our technology to our customer service.
Collaboration
We believe in the power of partnership, working closely with our clients to ensure our solutions meet their unique needs.