Where Deliverables fits in your AI stack
How Deliverables AI works alongside other tools in an M&A, PE, or advisory workflow
Deliverables AI is the output layer of your AI-powered workflow. You bring the data and analysis — we turn it into a professional, client-ready presentation.
Most teams in M&A, private equity, and advisory don't use a single AI tool. They assemble a stack of complementary tools, each handling a different part of the workflow. Here's how Deliverables fits into that picture.
What Deliverables does
| Strength | Description |
|---|---|
| Data to deck | Transform source materials into polished, editable PowerPoint presentations |
| Written analysis | Generate investment memos, due diligence reports, and strategic analyses as Word documents |
| Research synthesis | Combine dozens of sources into a coherent narrative with proper citations |
| Brand consistency | Apply your brand colors, imagery, and professional formatting automatically |
What Deliverables does not do
We intentionally focus on the output — the deliverable itself. Here's what falls outside our scope:
| Outside scope | Why | What to use instead |
|---|---|---|
| Financial modeling | Building or editing Excel models requires a spreadsheet-native tool | Dedicated modeling tools, or Excel directly |
| Excel output | We produce PowerPoint and Word, not spreadsheets | Export data from your modeling tool, then upload to us |
| Data room access | We don't connect to VDRs or data rooms (by design) | Download files locally, then upload |
| Live analysis | We don't run real-time analytics on your data | Use LLMs or analysis tools, then feed results to us |
The typical workflow
Most teams follow a pattern like this — whether they use two tools or ten:
1. Gather
Collect your deal materials from wherever they live: data rooms, shared drives, email, meeting recordings.
Common tools at this stage:
- Data rooms and VDRs (Datasite, Intralinks, Box)
- Meeting transcription (Fireflies, Otter, Grain, Zoom transcripts)
- Note-taking and CRM systems
2. Analyze
Run your analysis using whatever tools suit the task — financial modeling, market research, or AI-powered analysis.
Common tools at this stage:
- Large language models for analysis (ChatGPT, Claude, Gemini, Perplexity)
- Financial modeling tools
- Deep research tools (Perplexity, ChatGPT Deep Research)
- Industry databases and data providers (PitchBook, CapIQ, etc. — export and upload)
3. Create the deliverable
Upload your gathered materials and analysis outputs to Deliverables AI. Tell it what you need, and it builds the presentation or document.
This is where Deliverables fits. You upload the outputs from steps 1 and 2 as sources, write a prompt describing your deliverable, and generate.
4. Review and deliver
Download your PowerPoint, review it, make final edits, and deliver to your audience. What to expect from your output →
Example: PE deal workflow
Here's a concrete example of how a private equity team might use Deliverables alongside other tools:
| Step | Task | Tool | Output |
|---|---|---|---|
| 1 | Download CIM, financials, and management deck from VDR | Datasite | PDF and Excel files |
| 2 | Record and transcribe management meeting | Fireflies | Meeting transcript (.txt) |
| 3 | Analyze financials and build a quick model | Excel | Financial model (.xlsx) |
| 4 | Run deep research on the target's market | ChatGPT or Perplexity | Research report (.pdf) |
| 5 | Upload everything to Deliverables AI | Deliverables | — |
| 6 | Generate an internal investment memo (document) | Deliverables | Investment memo (.docx) |
| 7 | Generate a board presentation (slides) | Deliverables | Board deck (.pptx) |
| 8 | Review, edit, and present | PowerPoint | Final deck |
The key insight: Deliverables doesn't replace your analysis tools — it turns their output into something you can present to a committee, board, or client.
Tips for building your stack
- Start simple — You don't need ten tools. Most teams start with one LLM for analysis and Deliverables for output, then add tools as needed.
- Export everything as standard formats — Excel, PDF, Word, and text files are what you upload to Deliverables. Whatever tools you use upstream, make sure they export to these formats.
- Use meeting transcripts — They're an underrated source. Transcripts capture details about the business that rarely appear in formal documents. Upload them alongside your other materials.
- Run analysis first, then present — Use document agents to generate a written analysis, then upload that analysis as a source for your presentation. This gives you both a detailed memo and a polished deck from the same deal materials.
You don't need to figure out your entire AI stack before getting started. Sign up, upload some deal materials, and generate a deck. Most teams discover what complementary tools they need after seeing what Deliverables produces.
Related
- Security & privacy — How we protect your deal data, including why we don't integrate with data rooms
- Custom agents — Enforce brand consistency and repeatable structure across your team
- FAQ for PE and deal teams — Quick answers on integrations, output formats, timing, and security