AI for business brokerage

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.

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.

Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners.

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.

Generate a company valuation XLSX from public-market comps — a Comps sheet (operating stats, EV/Revenue, EV/EBITDA, P/E multiples, quartile statistics), a Valuation sheet applying the quartiles to the target's LTM metrics for an implied equity-value range, and an optional DCF cross-check sheet with WACC build and sensitivity grid. All formulas live; edit any input to see the valuation update. The agent sources the peer data; this skill never invents market figures.

Generate a ranked prospect list and per-lead email drafts in response to a sales trigger — either a relevant news event (acquisition, funding, product launch) or one of our own closed wins (to find lookalikes). Produces an XLSX scoring sheet and a markdown bundle of email drafts ready for human review before sending. The agent supplies the matched leads, scoring, and drafted prose; this skill formats them consistently.