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.

Slide 1 of 48

Flexible Pricing for Every Investment Team

Choose the plan that accelerates your investment committee process.

Free trial

Ship a real deliverable before you pay anything

$0 / month

Up to 10,000 credits · 30 days

  • Every feature, every integration
  • CIMs, decks, research, financial models
  • Unlimited projects, fully versioned
  • Workspace, project, and personal memory
  • No credit card, no sales call
Most Popular

Team

One price for your deal team. Pick your credits

$199 / month for your whole team

Everything in the free trial, plus:

  • Your whole team, no per-seat fees
  • One shared credit pool
  • Unused credits roll over for 3 months
  • Top up any time, or auto-reload

Enterprise

Your house style and workflows, built in

Custom

Tailored to your firm

Everything in Team, plus:

  • Your house style, from your own decks
  • Custom skills and workflows
  • Branded presentation templates
  • Custom credit volume and integrations
  • Priority support and onboarding

Need more credits?

Included credits arrive monthly and roll over for 3 months, so a quiet month banks for a busy one. Past them, buy top-off credits — no plan change, and they never expire.

$0.01/ credit — the same price whichever way you buy.

  • Buy ahead — a block of credits when you want a buffer.
  • Auto-reload — tops up when your balance runs low, so work never pauses.

Top-off credits cost more per credit than included ones, so if you top off often, a bigger monthly volume is cheaper.

Understanding credits

Credits meter the AI compute a task actually uses — there are no fixed per-action prices. Cost scales with the research, generation, and revision involved; source processing is included.

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

Unused credits roll over for 3 months; purchased top-off credits never expire. Costs vary with model, deck length, source volume, and images.

Frequently asked questions

Can I try it first?

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

How do I subscribe?

Start a free trial to create your workspace, then upgrade from Settings → Billing when you're ready. Book a demo for a guided walkthrough first.

Is pricing per seat?

No. One price, one pool of credits, unlimited members. Inviting a colleague never changes your bill — only how fast you spend credits.

Do unused credits roll over?

Yes, for 3 months — at 27,000 a month you can bank 81,000 for a deal month. Purchased top-off credits never expire.

Can I change my plan later?

Yes — upgrade or downgrade from Settings → Billing. Changes take effect immediately, prorated.

What happens if I run out of credits?

On a paid plan, buy top-off credits at $0.01/credit — buy ahead, or turn on auto-reload so work never pauses. Same price either way. On the free trial, subscribe to keep going.

What payment methods do you accept?

We accept all major credit cards.

Does a bigger credit volume cost less per credit?

Yes. 12,000 a month is the baseline; 27,000 comes with a 11% discount and 60,000 with 19%. Same product either way — only the volume changes.

How do customization add-ons work?

Add-ons work with any plan, priced separately to what you need.

Do you offer volume discounts?

Yes. Past 60,000 credits a month, Enterprise quotes a custom volume with integrations and hands-on onboarding of your house style.

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.