Banking deliverables,
drafted with you.

Pitch books, teasers, CIMs, and buyer lists built from your client’s data, with the research and analysis behind them.

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See what it produces

A CIM generated by Deliverables AIA sample sell-side CIM
EBITDA bridge from the Cascade Industrial Coatings sample CIMKPI dashboard from the Cascade Industrial Coatings sample CIMCompany snapshot from the Cascade Industrial Coatings sample CIM
Generated by Deliverables AI

A deal story, down to the detail.

Selected pages from a generated CIM for a fictional company.
Explore the full CIM
Boutique banksMiddle-market M&ACapital advisorsBusiness brokers

Used by advisory firms including

  • Solganick
  • Rowe Tomes Advisors
  • TechStrat

Across the mandate

From the pitch
to buyer questions.

Work from your client’s data at each stage of the process, with every answer tied back to its source.

See sample deliverables
01

Win the mandate.

Build pitch books and positioning from public research and your client’s materials.

02

Go to market.

Tailor teasers and CIMs to different buyer types while keeping the core facts consistent.

03

Find the buyers.

Build buyer lists and comparable company analysis to shape the outreach.

04

Answer diligence.

Respond to buyer questions with cited answers drawn from your client’s documents.

Skills

Skills for investment banking

CIMs, teasers, pitch books, buyer lists, and comps: the skills behind deal storytelling.

Deck

CIM

A full sell-side CIM, from cover and investment highlights through financials, growth plan and process, drafted from your data-room files in your firm's house style.

Deck

Teaser

A one to two page anonymized sell-side teaser with project codename, situation summary, financial snapshot, transaction highlights and process contact, in your firm's house style.

Deck

Pitch Book

A fuller advisory pitch book with market landscape, comparable companies, precedent transactions, valuation summary, strategic alternatives and credentials, in your firm's house style.

List

Buyer List

A universe of potential acquirers for a sell-side process, covering strategic and financial buyers, with fit assessed and outreach prioritized.

Model

Comps Analysis

A comparable company analysis in Excel with operating metrics, valuation multiples and statistical benchmarking.

Deck

IB Check Deck

A quality check on a pitch or client-ready presentation: numbers reconciled across slides, narrative alignment, language polish and formatting. Catches what you missed before it goes out.

Explore all skills
“Deliverables AI has transformed how we understand and position our clients. We're seeing 70% time savings in deal preparation and improved consistency across our team's messaging.”
Nat BurgessManaging Partner, TechStrat

For firms

Bring the whole
deal team.

Rolling it out across a firm? We'll walk your team through security, your templates, and your first live mandate.

Talk to us
01

Confidential by default.

Encrypted in transit and at rest, with granular access controls. Your content is never used to train AI models, and we're actively pursuing SOC 2. Explore security

02

Your house style.

Templates built from your firm's own decks, so every deliverable looks like yours.

03

One workspace for the team.

Shared projects and one credit pool, with no per-seat fees.

04

Hands-on onboarding.

Priority support and onboarding of your house style on Enterprise.

Your next mandate

Let’s get it moving.

Bring the client data. Start free with trial credits,
or talk to us about your team.

Start free Talk to us
    AI for investment banking | Deliverables AI