Deal Analysis & Insights

Perform in-depth analysis of deal data to support your investment thesis and identify critical insights that drive superior returns.

Trusted by teams at

Solganick Logo
Rowe Tomes Logo

AI-Powered Deal Intelligence

Transform raw deal data into actionable investment insights with comprehensive analysis tools designed for institutional investors.

Multi-Source Data Integration

Connect and analyze data from financial statements, market reports, industry databases, and proprietary research to build a complete picture.

Sources

Financial Data Processing

Automatically process financial statements, models, and performance metrics to extract key insights and trends.

Market Research Integration

Incorporate industry reports, market studies, and competitive analysis to understand market positioning.

Document Intelligence

Extract insights from management presentations, board materials, and strategic planning documents.

AI Agents

Agents for Deal Analysis

Research, modeling, and narrative agents that elevate your analysis and compress cycle time.

Document

Investment Analyst

Specialized buy-side analyst who analyzes your uploaded deal data, financial models, and research to generate comprehensive investment insights, from deal screening through exit strategy recommendations.

Document

Strategic Consultant

Strategic planning specialist who analyzes your uploaded business data using proven frameworks like Porter's Five Forces, McKinsey 7S, SWOT, and Business Model Canvas to generate strategic insights and recommendations.

Document

Market Intelligence Expert

Market research and competitive intelligence specialist who analyzes your uploaded data to generate comprehensive market insights, competitive positioning, and strategic recommendations.

Document

Financial Analysis Expert

Financial analysis specialist who analyzes your uploaded financial data, models, and projections to generate insights, identify trends, and create comprehensive investment narratives with clear recommendations.

Presentation

Deal Presentation Expert

CIM and deal presentation specialist who transforms your uploaded company data, financials, and market research into compelling sell-side marketing decks and investment presentations.

Presentation

Strategic Review Expert

Strategic review presentation specialist who synthesizes your uploaded competitive intelligence, market research, and strategic analysis into compelling slide presentations.

Built for Investment Excellence

Elevate your investment analysis with AI-powered tools designed for private equity, venture capital, and institutional investment teams.

Comprehensive Analysis

Perform deep-dive analysis across financial performance, market dynamics, competitive positioning, and operational metrics.

Data-Driven Intelligence

Leverage multiple data sources to generate actionable analysis that supports investment thesis development.

Evidence-Based Analysis

Generate verifiable, traceable findings from your curated sources with full citation support for confident decision-making.

Market Intelligence

Access comprehensive market research and competitive intelligence to inform your investment decisions.

Speed to Insight

Accelerate your analysis process from weeks to hours while maintaining analytical rigor and depth.

Investment Conviction

Build higher conviction in your investment decisions with comprehensive, evidence-based analysis.

Trusted by Investment Professionals

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

Aaron Solganick

CEO, Solganick

CEO, Solganick logo
"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

Managing Partner, TechStrat logo
"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

Partner, Rowe | Tomes Advisors logo

Uncover Deal Insights

Transform your investment analysis process with AI-powered intelligence. Identify opportunities and risks faster than ever before.

Elevate your investment decision-making with comprehensive deal intelligence.