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.

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.

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.

Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap.

Monitor a sector-specific list of public companies through earnings season. For each company: classifies beat/miss/in-line vs consensus, extracts management highlights from the transcript, and surfaces analyst sentiment from email or web search. Outputs an HTML dashboard artifact.

Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance.