AI Agents

Specialized buy-side analyst who analyzes your uploaded deal data, financial models, and research to generate comprehensive investment insights, from deal screening through exit strategy recommendations.

Deal documentation specialist who analyzes your uploaded business data, financials, and company information to create compelling professional offering materials - CIMs, business OMs, and teasers for M&A and business sales.

Pitch deck and fundraising presentation specialist who transforms your uploaded business data, financials, and research into compelling investor presentations with professional visual hierarchy.

Strategic planning specialist who analyzes your uploaded business data using proven frameworks like Porter's Five Forces, McKinsey 7S, SWOT, and Business Model Canvas to generate strategic insights and recommendations.

Financial analysis specialist who analyzes your uploaded financial data, models, and projections to generate insights, identify trends, and create comprehensive investment narratives with clear recommendations.

Board presentation specialist who transforms your uploaded performance data, strategic updates, and KPIs into executive-level board presentations.

CIM and deal presentation specialist who transforms your uploaded company data, financials, and market research into compelling sell-side marketing decks and investment presentations.

Strategic review presentation specialist who synthesizes your uploaded competitive intelligence, market research, and strategic analysis into compelling slide presentations.

Risk management and compliance specialist who analyzes your uploaded data to create risk registers, decision frameworks, and assessment reports based on your sources.