AI-Powered Investment Committee Memo Builder

Create comprehensive IC memos in minutes, not days. Transform your investment decision process with intelligent analysis and insights.

AI-Powered Investment Analysis

Streamline your investment committee process with intelligent memo creation designed for private equity, venture capital, and corporate development teams.

Investment Data Integration

Consolidate all investment-related information including CIMs, financial models, due diligence reports, and market research into a comprehensive analysis foundation.

Sources

Due Diligence Consolidation

Integrate CIMs, management presentations, financial statements, and third-party reports into a unified investment analysis framework.

Financial Data Processing

Automatically extract and analyze key financial metrics, ratios, and performance indicators for comprehensive investment evaluation.

Market Intelligence

Incorporate industry reports, competitive analysis, and market trends to support investment thesis development.

Built for Investment Professionals

Streamline your investment committee process with AI-powered memo creation designed for private equity, venture capital, and corporate development teams.

Automated Analysis

Transform raw data into comprehensive investment analysis with AI power.

Investment Thesis Development

Generate compelling investment narratives backed by data-driven insights and market intelligence.

Risk & Opportunity Assessment

Systematically identify and evaluate investment risks and opportunities with comprehensive due diligence analysis.

Trusted by Investment Teams

"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

CEO, Solganick logo
"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

Managing Partner, TechStrat logo
"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

Partner, Rowe | Tomes Advisors logo

Example IC Memo Output

A real Confidential Information Memorandum generated by Deliverables AI — the same workflow used to build investment committee memos.

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Flexible Pricing for Every Investment Team

Choose the plan that accelerates your investment committee process.

Standard

For sole practitioners and side projects with lighter, occasional demand

$25 /month

Single user

Includes 3,000 credits per month

  • Unlimited Projects
  • Skills for CIMs, decks, research, and financial models
  • Versioned deliverables with full edit history
  • Tasks for private conversations and research
  • Workspace, project, and personal memory
  • Top-off credits any time
Most Popular

Pro

For deal and deliverable teams shipping work every week

$125 /seat/month

Minimum 2 seats

Includes 20,000 credits per seat, per month

25% credit discount
  • Unlimited Projects
  • Skills for CIMs, decks, research, and financial models
  • Versioned deliverables with full edit history
  • Tasks for private conversations and research
  • Workspace, project, and personal memory
  • Top-off credits any time
  • Shared projects and team collaboration

Max

For power users and the busiest teams that live in the product

$250 /seat/month

Minimum 5 seats

Includes 45,000 credits per seat, per month

33% credit discount
  • Unlimited Projects
  • Skills for CIMs, decks, research, and financial models
  • Versioned deliverables with full edit history
  • Tasks for private conversations and research
  • Workspace, project, and personal memory
  • Top-off credits any time
  • Shared projects and team collaboration
  • Custom skills and firm-specific workflows
  • Branded presentation templates
  • API access and custom integrations
  • Priority support and onboarding

All plans come with 10,000 complimentary credits to get started.

Need more credits? Top off any time

Your plan's included credits reset at the start of each billing cycle. If a busy month takes you past them, buy top-off credits — no plan change required. You can buy them ahead of time or turn on auto-reload so you never get interrupted. Top-off credits roll over and never expire.

  • Buy ahead — add a block of credits whenever you want a buffer.$0.01 / credit
  • Auto-reload — top off automatically when your balance runs low, so work never pauses.$0.02 / credit

Top-off credits cost more per credit than a plan's included credits, so if you top off often it's usually cheaper to move up a plan — bigger plans include more credits at a larger discount.

Understanding credits

Deliverables AI runs on a credit system. Credits meter the AI compute a task actually uses — there are no fixed per-action prices. A task's cost scales with how much research, generation, and revision it involves; source processing is included, not billed separately.

Typical cost per task, in credits

Typical and upper-bound credit cost per task, by task type
TaskTypicalUp to
Quick question or lookup~100400
Research answer or analysis (in chat)~2001,000
Research written up as a page (md/html)~8004,000
Deep research report (multi-source)~1,1003,000
Written report or memo (docx/pdf)~1,90012,000
Short deck or teaser (under 20 slides)~2,0006,000
Financial model (xlsx)~3,0009,500
Long-form deck or CIM (20+ slides)~6,50019,000

Included plan credits reset at the start of each billing cycle; purchased top-off credits roll over. Costs vary with model choice, deck length, source volume, and images generated.

Frequently asked questions

Can I try Deliverables AI before subscribing?

Yes — start free (10,000 free credits · 30 days · no credit card). Or book a demo and we'll walk you through the workspace on a real deal.

How do I subscribe?

Sign up for a free trial to create your workspace, then upgrade from Settings → Billing when you're ready for a paid plan. Book a demo if you'd like a guided walkthrough first.

How does per-seat pricing work?

Every plan is priced per seat. Standard is a single user. Pro requires a minimum of 2 seats (from $250/month) and Max a minimum of 5 seats (from $1,250/month). Each seat adds its plan's monthly credits to a shared pool your whole team draws from.

Can I change my plan later?

Yes — upgrade, downgrade, or add seats from Settings → Billing in your workspace. Changes take effect immediately with prorated billing.

What happens if I run out of credits?

On a paid plan you can buy top-off credits $0.01/credit when you buy ahead, or $0.02/credit with auto-reload so work never pauses. Top-off credits roll over. During your free trial, subscribe to a plan to keep going once trial credits are used.

What payment methods do you accept?

We accept all major credit cards.

Do bigger plans include a bigger credit discount?

Yes. Standard sets the plan baseline with 3,000 credits. Pro includes 20,000 credits per seat (a 25% credit discount vs Standard), and Max 45,000 per seat (a 33% credit discount) — the more you commit to, the more purchasing power you get.

How do customization add-ons work?

Customization add-ons can be added to any plan. They're priced separately and can be implemented based on your specific requirements.

Do you offer volume discounts?

Yes, we offer volume discounts for larger teams and organizations. Contact us for custom pricing.

Build IC Memos Faster

Empower your investment team with AI-powered memo creation. Transform weeks of analysis into hours of strategic insights.

No AI training on your data
SOC 2 in progress

Streamline your investment committee process and improve decision-making quality.