Create IC memos in minutes, not days.

Transform your investment decision process with intelligent analysis and insights.

Trusted by teams at

AI-powered investment analysis

Streamline your investment committee process with intelligent memo creation designed for private equity, venture capital, and corporate development teams.

Investment data integration

Consolidate all investment-related information including CIMs, financial models, due diligence reports, and market research into a comprehensive analysis foundation.

Sources

Due diligence consolidation

Integrate CIMs, management presentations, financial statements, and third-party reports into a unified investment analysis framework.

Financial data processing

Automatically extract and analyze key financial metrics, ratios, and performance indicators for comprehensive investment evaluation.

Market intelligence

Incorporate industry reports, competitive analysis, and market trends to support investment thesis development.

Skills

Skills for IC memo creation

Thesis, diligence, and analysis skills that turn complex deal data into clear, committee-ready memo drafts.

Document

IC Memo

Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation.

Document

Deal Screening

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call.

Model

Returns Analysis

Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits.

Model

Comps Analysis

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

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.

Deck

Management Presentation

Deliverables AI's default management-presentation house style — the polished look Deliverables AI renders from when a workspace has not set up its own firm management-presentation skill. Produces the deck management uses to present the company to buyers (cover, company overview, products/services, market, customers, financial performance, growth strategy, management team, transaction rationale, appendix) built on the deck engine's default theme and template layouts. A strong default in its own right; tailor it to a firm's brand any time with /onboard-decks.

Explore all skills

Built for investment professionals

Streamline your investment committee process with AI-powered memo creation designed for private equity, venture capital, and corporate development teams.

Faster decision making

Accelerate investment committee processes with comprehensive memos that include all critical analysis in a structured format.

Higher conviction

Build stronger investment cases with data-driven analysis and comprehensive due diligence insights.

Consistent quality

Ensure every IC memo meets your firm's standards with templates and frameworks tailored to your investment process.

Risk assessment

Systematically evaluate investment risks with structured analysis frameworks and scenario modeling.

Team alignment

Align investment teams around key thesis points with clear, well-structured memo presentations.

Audit trail (coming soon)

Maintain comprehensive documentation of investment decisions with source-backed analysis and recommendations.

Trusted by Investment Teams

"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

Build IC Memos Faster

Empower your investment team with AI-powered memo creation. Transform weeks of analysis into hours of strategic insights.

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No AI training on your data

SOC 2 in progress

Streamline your investment committee process and improve decision-making quality.

Professional deck generated by Deliverables AI