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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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

Research a topic in depth — decompose it into fields, run grounded web research, synthesize a cited brief, and stage it as a durable project Source for later tasks (e.g. a CIM) to consume.

Model

Comps Analysis

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

Model

Valuation calculator

Generate a company valuation XLSX from public-market comps — a Comps sheet (operating stats, EV/Revenue, EV/EBITDA, P/E multiples, quartile statistics), a Valuation sheet applying the quartiles to the target's LTM metrics for an implied equity-value range, and an optional DCF cross-check sheet with WACC build and sensitivity grid. All formulas live; edit any input to see the valuation update. The agent sources the peer data; this skill never invents market figures.

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

Earnings Scanner

Monitor a sector-specific list of public companies through earnings season. For each company: classifies beat/miss/in-line vs consensus, extracts management highlights from the transcript, and surfaces analyst sentiment from email or web search. Outputs an HTML dashboard artifact.

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.

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

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Elevate your investment decision-making with comprehensive deal intelligence.

Professional deck generated by Deliverables AI