Guides
Definition, templates, examples, and prompts for key deal documents.
Document guides
Learn how to create key deal documents with definitions, templates, real examples, and AI-powered generation.
How to create a CIM: the definitive guide for M&A professionals (2026)
A Confidential Information Memorandum is the single most important marketing document in any sell-side M&A transaction. The difference between a strong and weak CIM on the same company can translate to one to two full EBITDA turns in enterprise value — tens of millions of dollars. This guide covers everything practitioners need to know: structure, timelines, team roles, common mistakes, quality impact, firm-type differences, and the tools reshaping CIM production in 2026.
Reading time
18 min
AI agents
Investment memo: Definition, template, example & AI generator
What is an investment memo? Learn how to write compelling investment memos with templates, real examples, and AI-powered generation.
SWOT analysis: Definition, example, template & AI generator
What is a SWOT analysis? See a clear definition, real examples, and use our AI SWOT generator to create yours today.
Tool comparisons
Side-by-side comparisons of AI presentation and document tools for finance professionals.
AI presentation tools for finance: a comprehensive 2026 comparison
Compare 15+ AI presentation tools for finance professionals. Covers consumer AI builders, Microsoft Copilot, enterprise platforms, and purpose-built tools for investment banking and M&A.
AI tools for business brokers: the complete 2026 guide
Compare AI tools across the full business broker workflow — CRM, CIM creation, valuation, marketing, and deal management. Includes budget tiers, market data, and what IBBA practitioners actually use.
Best AI tools for investment banking presentations (2026)
Compare the best AI tools for creating pitchbooks, CIMs, and deal presentations in 2026. Covers PowerPoint add-ins, AI-native platforms, and IB-specific solutions.
Best AI tools for pitch decks in 2026: the definitive comparison
Compare every major AI pitch deck tool in 2026. Covers Gamma, Beautiful.ai, Canva AI, Slidebean, Copilot, and specialist tools. Includes what VCs actually look for, common AI deck mistakes, and consulting vs. startup approaches.