Deal work, delivered
Models, decks, reports, buyer lists, and research — ready for the desk
Deliverables AI Product Deck
16:9 printable version — 8/10/2026
Exports a 16:9 widescreen deck (1920×1080 per slide)
Slide 1: Deal work, delivered
Five capabilities. One workspace.
Deliverables AI turns your sources into the materials deal teams ship every week.
01
Financial Modeling
Live Excel models — 3-statement, DCF, LBO, comps, and returns.
02
Deck Creation
CIMs, teasers, pitches, and management presentations in your house style.
03
Report Generation
Audits, red-flag lists, screening memos, and diligence checklists.
04
Target Buyer Lists
Screened, ranked, and enriched acquirer and target universes.
05
Deal Research & Analysis
Deep research, comps, datapacks, and cited deal intelligence.
Slide 2: Five capabilities. One workspace.
01
Financial Modeling
Institutional Excel models with every formula intact — not screenshots of numbers.
- Build and populate 3-statement, DCF, LBO, and merger models from your data room
- Run comps, valuation ranges, and IRR/MOIC sensitivity tables for IC prep
- Audit spreadsheets for formula errors, balance-sheet breaks, and logic gaps
Typical outputs
3-statement & operating models
DCF, LBO & merger models
Comps & valuation workbooks
Returns / sensitivity tables
Slide 3: Financial Modeling
02
Deck Creation
Client-ready presentations rendered in your firm's house style.
- Full CIMs and anonymized teasers grounded in your curated sources
- Pitches, pitch books, management presentations, and strip profiles
- Brand kit and template onboarding so every deck matches your look
Typical outputs
CIMs (22-50+ slides)
Teasers & blind profiles
Pitch books & management decks
Editable .pptx with citations
Slide 4: Deck Creation
Waterfall charts that tell the story
Revenue bridges
Growth lever callouts
IC-ready density
From the live sample CIM on /examples — growth levers bridge to FY26E revenue
Slide 5: Waterfall charts that tell the story
Market maps, not filler slides
Segmented market charts
Cited estimates
Deal-desk density
From /examples — segmented market sizing with cited, source-grounded figures
Slide 6: Market maps, not filler slides
Dense matrices, fully laid out
Harvey-ball matrices
Segment scoring
Strategic priorities
From /examples — multi-axis segment scoring in one partner-ready view
Slide 7: Dense matrices, fully laid out
Scorecards that survive diligence
Audit-style scorecards
Criteria + scores
Boardroom density
From /examples — maturity ratings, targets, and scored criteria in one frame
Slide 8: Scorecards that survive diligence
03
Report Generation
Written deliverables that surface risk early and keep diligence organized.
- Produce audits and red-flag lists that escalate what the desk needs to probe
- Generate deal-screening memos, DD checklists, and meeting prep briefs
- Draft IC memos and value-creation plans from diligence findings
Typical outputs
Audits & red-flag lists
Deal screening memos
DD checklists & meeting prep
IC memos & process letters
Slide 9: Report Generation
04
Target Buyer Lists
Screened, ranked, and enriched universes for sell-side and buy-side outreach.
- Build strategic and financial buyer lists scored for fit with rationale
- Source acquisition targets matched to a thesis, with key contacts attached
- Enrich and refresh CRM contacts so outreach hits people still in role
Typical outputs
Buyer universes (strategic + PE)
Fit-scored target lists
Contact enrichment packs
Outreach-ready briefs
Slide 10: Target Buyer Lists
05
Deal Research & Analysis
Deep, cited research that stages sources for the next deliverable.
- Run deep research workflows that synthesize a cited brief into project sources
- Build datapacks and comps analyses from CIMs, filings, and the web
- Screen inbound deal flow against fund criteria before the first call
Typical outputs
Deep research briefs
Financial datapacks
Comparable company analysis
Deal screening memos
Slide 11: Deal Research & Analysis
Built for the deal desk
Every capability shares the same standards — sources, citations, and editability.
Upload the data room once. Ask for a model, a CIM, a red-flag list, or a buyer universe — and get material your partners can defend.
Grounded in your sources
PDFs, Excel, websites, and research — synthesized, not invented.
Cited and defensible
Claims link back to documents, pages, and URLs for diligence review.
Editable outputs
Real .pptx, .xlsx, and documents your team can revise and ship.
Firm skills, firm style
Skills encode how your desk works; brand kits keep decks on-brand.
Slide 12: Built for the deal desk
Grounded in Your Sources
- Combine data rooms, financials, websites, and external research
- Pull text, tables, and imagery directly from curated sources
- Keep full control — you choose what the AI can use
Sources
Slide 13: Grounded in Your Sources
Enterprise Security
- Zero data retention for AI training
- End-to-end encryption and secure infrastructure
- Secure development and incident response procedures
Protected
Enforced
Encrypted
Monitored
Your data security is our top priority. For more information, visit deliverables.ai/data-security
Slide 14: Enterprise Security
Ready to get started?
See how your team ships models, decks, reports, and lists in one workspace
Slide 15: Ready to get started?