Skills

Deliverables AI's default CIM (Confidential Information Memorandum) house style — the polished look Deliverables AI renders from when a workspace has not set up its own firm CIM skill. Produces the full sell-side structure (defaults to ~22-28 slides; scales shorter or much longer to the brief and source depth) (cover, notices, TOC, transaction overview, executive summary, investment highlights, company/products/market/customers, financials, growth plan, management, process, appendices) built on the deck engine's default theme and template layouts. A strong default in its own right; tailor it to a firm's brand any time with /onboard-decks.

Generate a clean executive 1-slide 16:9 company overview — name, tagline, description, key metrics, recent milestones, and a founded/location/stage footer — rendered through the deck engine's `tpl.companyOverview` layout (workspace brand-kit theming when a firm theme is set). Use for board prep, investor updates, competitive reviews, or one-pager intros to portfolio companies. Call the `lookup_brand` tool first to get a `logo_url` and embed the company's logo.

Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck, pitch, or client materials — including requests like "check my numbers", "reconcile figures across slides", "is this client-ready", or "what am I missing before I send this out".

Deliverables AI's default management-presentation house style — the polished look Deliverables AI renders from when a workspace has not set up its own firm management-presentation skill. Produces the deck management uses to present the company to buyers (cover, company overview, products/services, market, customers, financial performance, growth strategy, management team, transaction rationale, appendix) built on the deck engine's default theme and template layouts. A strong default in its own right; tailor it to a firm's brand any time with /onboard-decks.

Deliverables AI's default pitch house style — the polished look Deliverables AI renders from when a workspace has not set up its own firm pitch skill. Produces a sell-side / advisory new-business pitch (cover, situation & objectives, market context, strategic options, valuation perspective, process & timeline, credentials, team, next steps) built on the deck engine's default theme and template layouts. A strong default in its own right; tailor it to a firm's brand any time with /onboard-decks.

Deliverables AI's default pitch-book house style — the polished look Deliverables AI renders from when a workspace has not set up its own firm pitch-book skill. Produces a fuller advisory pitch book (cover, agenda, situation, market landscape, comparable companies, precedent transactions, valuation summary, strategic alternatives, process & timeline, credentials, team, appendix) built on the deck engine's default theme and template layouts. A strong default in its own right; tailor it to a firm's brand any time with /onboard-decks.

Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.

Deliverables AI's default teaser house style — the polished look Deliverables AI renders from when a workspace has not set up its own firm teaser skill. Produces a one-to-two-page anonymized sell-side teaser (project codename, situation summary, financial snapshot, transaction highlights, process contact) in a clean, professional style. A strong default in its own right; tailor it to a firm's brand any time with /onboard-decks.