Deal analysis & insights

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

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Trusted by teams at

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.

Skills

Skills for deal analysis

Research, modeling, and analysis skills that elevate your work and compress cycle time.

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.

Model

Comps Analysis

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

Model

Valuation calculator

A company valuation workbook built from public comps, with quartile statistics, an implied equity value range and an optional DCF cross-check. Every formula stays live.

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

Earnings Scanner

Monitors a list of public companies through earnings season: beat, miss or in-line against consensus, management highlights and analyst sentiment, in one dashboard.

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.

Explore all skills

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. 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

Uncover Deal Insights

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

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No AI training on your data

SOC 2 in progress

Elevate your investment decision-making with comprehensive deal intelligence.

Professional deck generated by Deliverables AI