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Investment teams spend weeks creating CIMs manually. Our AI-powered platform transforms your data into professional CIMs instantly.

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Trusted by teams at

AI-powered CIM creation tools

Streamline your CIM development process with intelligent content generation designed specifically for investment banks and business brokers.

Company intelligence gathering

Comprehensive data collection from client materials, public information, and market research to build a complete company profile for CIM creation.

Sources

Multi-source integration

Combine management presentations, financial statements, market reports, and company materials into a unified knowledge base.

Visual asset management

Organize company logos, product images, and visual assets to create compelling, branded CIM presentations.

Data verification

Ensure accuracy and consistency across all source materials before incorporating into the CIM narrative.

Skills

Skills for CIM creation

Narrative, analysis, and presentation skills tuned for building professional CIM drafts at speed.

Deck

CIM

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.

Deck

Teaser

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.

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.

Model

Comps Analysis

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format.

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.

List

Buyer List

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.

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Trusted by Dealmakers

"With Deliverables AI, my team spends less time on research and more time building strategic client relationships. It's been the difference between preparing deals and winning them."

Aaron Solganick

CEO, Solganick

"While larger banks were still organizing files, we had already processed the entire data room and identified key value drivers. Deliverables AI lets us punch above our weight - we're winning competitive mandates because we analyze deeper and move faster than firms five times our size."

Nat Burgess

Managing Partner, TechStrat

"We used to choose between speed and quality. Now we deliver both. Our team processes entire data rooms overnight and creates targeted narratives for different buyers by morning. What took 6 weeks now takes 10 days, and our materials are consistently stronger."

Tyler Kavanaugh

Partner, Rowe | Tomes Advisors

Build Better CIMs

Empower your team with the AI assistant designed for high-stakes dealmaking. Start creating higher-quality confidential information memorandums today.

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No AI training on your data

SOC 2 in progress

Enhance your CIM creation process and deliver more compelling deal materials.

Professional deck generated by Deliverables AI