AI for professional services

Turn templates into document frameworks that produce consistent first drafts.

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Templates to frameworks

Encode best practices into reusable document frameworks that scale across your team.

Professional reports

Generate comprehensive reports and briefs aligned to your standards in minutes.

Source verification

Every claim links back to a source so review is fast and reliable.

Professional first drafts

Upload your sources once. Run skills aligned to your methodology. Generate reports and slides with citations.

Document frameworks

Codify your approach and produce consistent first drafts every time.

Presentations

Create executive-ready slides that match your themes and layouts.

Enterprise security

Enterprise-grade security. Workspace isolation enforced server-side. No AI training on your data. End-to-end encryption.

Skills

Skills for professional services

Pitches, checklists, letters, and research — skills that scale your firm's standards across every engagement.

Deck

Pitch

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.

Document

DD Checklist

Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items.

Document

Process Letter

Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics.

Workflow

Deep Research

Research a topic in depth — decompose it into fields, run grounded web research, synthesize a cited brief, and stage it as a durable project Source for later tasks (e.g. a CIM) to consume.

Model

Datapack Builder

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies.

Deck

Company Overview Slide

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.

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Enterprise-ready by design

No AI training on your data
End-to-end encryption
Secure cloud infrastructure
Custom PowerPoint template integration
Decks come out looking like your team built them, aligned to your brand standards.
    Professional Services Solutions | Deliverables AI