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Financial Services

Investment Banking

Deal execution, pitch decks, CIMs, merger models, and buyer lists

Investment Banking

M&A Buyer List Builder

Build and prioritize a universe of strategic and financial buyers for sell-side M&A processes with tiered outreach planning.

5 minutes
Intermediate
Investment Banking

Confidential Information Memorandum (CIM) Builder

Structure and draft professional CIMs for sell-side M&A with consistent formatting, data-driven narrative, and investor-ready presentation.

5 minutes
Advanced
Investment Banking

Financial Data Pack Builder

Transform financial data from CIMs, SEC filings, and other sources into standardized Excel workbooks ready for investment committee review.

5 minutes
Advanced
Investment Banking

Investment Banking Deal Tracker

Track multiple live M&A deals with milestones, deadlines, action items, and weekly review summaries for managing a deal pipeline.

5 minutes
Beginner
Investment Banking

Merger Model & Accretion/Dilution Analysis

Build M&A merger models with pro forma EPS analysis, synergy sensitivities, purchase price allocation, and breakeven calculations.

5 minutes
Advanced
Investment Banking

IB Pitch Deck Template Populator

Populate investment banking pitch deck templates with financial data, ensuring number consistency, proper formatting, and institutional presentation standards.

5 minutes
Intermediate
Investment Banking

M&A Process Letter Drafter

Draft professional process letters for sell-side M&A transactions with timeline, bid requirements, and procedural guidelines for prospective buyers.

5 minutes
Intermediate
Investment Banking

Company Strip Profile Generator

Create concise one-page company profiles for M&A buyer lists with financial summary, strategic rationale, and M&A activity tracking.

5 minutes
Beginner
Investment Banking

M&A Teaser (Blind Profile) Writer

Draft anonymous sell-side teasers that generate buyer interest while protecting company identity, with investment highlights and financial overview.

5 minutes
Intermediate

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