Case studies
How real M&A and advisory firms use Deliverables AI to source deals, analyze deeper, and produce client-ready work in a fraction of the time.
How a technology-focused investment bank made origination repeatable — lifting qualified founder conversations by about a quarter without adding headcount.
“With Deliverables AI, my team spends less time on research and more time building strategic client relationships. It's been the difference between preparing deals and winning them.”
Aaron Solganick
CEO, Solganick
How a lean advisory team competes with far larger banks — reviewing data rooms about a third faster and lifting its competitive win rate from 34% to 42%.
“While larger banks were still organizing files, we had already processed the entire data room and identified key value drivers. Deliverables AI lets us punch above our weight — we're winning competitive mandates because we analyze deeper and move faster than firms five times our size.”
Nat Burgess
Managing Partner, TechStrat
How a sell-side team turns a data room into a first CIM draft within a day — and runs more mandates in parallel without adding headcount.
“We used to choose between speed and quality. Now we deliver both. Our team processes entire data rooms overnight and creates targeted narratives for different buyers by morning. What took 6 weeks now takes 10 days, and our materials are consistently stronger.”
Tyler Kavanaugh
Partner, Rowe | Tomes Advisors
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