Instant CIM analysis & review

Transform how your team evaluates investment opportunities with intelligent CIM analysis and insights.

Trusted by teams at

AI-powered CIM analysis

Accelerate your investment evaluation process with intelligent analysis designed specifically for buy-side professionals.

CIM data extraction

Automatically extract and organize key information from confidential information memorandums, including financials, market data, and management insights.

Sources

Automated data extraction

Instantly pull financial metrics, key ratios, and performance indicators from CIM documents to accelerate your analysis process.

Financial analysis engine

Automatically analyze historical performance, growth trends, and financial health indicators to identify investment opportunities.

Risk identification

Systematically identify potential red flags in market dynamics and operational dependencies.

Skills

Skills for CIM review

Screening, diligence, and analysis skills that cut CIM review from days to hours with source-backed insights.

Document

Deal Screening

Screens inbound CIMs and teasers against your investment criteria, extracting key metrics and producing a one-page screening memo.

Document

DD Checklist

Due diligence checklists tailored to the target's sector and deal type, with request lists, status tracking and red flag escalation.

Model

Datapack Builder

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

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.

Workflow

Deep Research

Researches a topic in depth through web research and produces a cited brief you can reuse in later work such as a CIM.

Explore all skills

Built for buy-side professionals

Accelerate your investment evaluation process with AI-powered analysis designed specifically for private equity, venture capital, and corporate development teams.

Accelerated due diligence

Cut CIM review time from days to hours with AI-powered analysis that identifies key investment highlights and potential red flags instantly.

Enhanced deal flow

Process more opportunities with confidence by quickly extracting critical information and generating investment summaries.

Risk identification

Systematically identify potential risks in financial performance, market dynamics, and operational dependencies.

Investment thesis development

Build compelling investment cases with data-driven insights and comprehensive market positioning analysis.

Competitive intelligence

Understand competitive landscape and market positioning to make informed investment decisions.

Team collaboration

Share insights and analysis across your investment team with centralized CIM intelligence and commentary.

Trusted by Investment Professionals

"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

Analyze CIMs Faster

Empower your investment team with AI-powered CIM analysis. Transform weeks of manual review into minutes of strategic insights.

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No AI training on your data

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Accelerate your investment evaluation process and make smarter buy-side decisions.

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