Draft your confidential information memorandum (CIM) with an AI deal partner.

Turn management presentations, financials and data-room files into a CIM, with the research and analysis behind every page.

Start free Book a demo
  • Every number cited to its source
  • Your firm’s house style
  • Free trial, no credit card

Plans from $49/month

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
M&A advisorsInvestment banksBusiness brokersCorporate development

Used by advisory firms including

  • Solganick
  • Rowe Tomes Advisors
  • TechStrat

How a CIM comes together

From the data room
to a draft you can edit.

Start from the documents you already have. Every section stays connected to its sources, so you can check the work and keep revising as the deal develops.

See the full sample CIM
01

Bring the source material.

Combine management presentations, financial statements, market reports, and company materials in one project.

02

Build the deal story.

Draft the executive summary, business description, financial overview, and market analysis around a clear investment thesis.

03

Refine it with your partner.

Question an assumption, rework a section, or update the numbers as diligence moves.

04

Leave in your house style.

Templates built from your firm’s own decks, so every page looks like yours.

Skills

Skills for CIM creation

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

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

Company Overview Slide

A clean one-slide company overview with tagline, description, key metrics, milestones and a founded, location and stage footer. Useful for board prep, investor updates and portfolio intros.

Model

Comps Analysis

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

Model

Datapack Builder

Turns CIMs, offering memorandums and filings into a standardized, investment committee-ready Excel data pack with consistent structure and documented assumptions.

List

Buyer List

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

Explore all skills
“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 KavanaughPartner, Rowe | Tomes Advisors
“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 SolganickCEO, Solganick

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 CIM

Let’s get it moving.

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

Start free Talk to us
    Confidential information memorandum (CIM) with AI | Deliverables AI