Financial updates flow through the CIM and supporting schedules, so the team reviews a consistent set of materials.
Investment Banking Deal Desk
Keep the deal in focus.
CIMs, buyer coverage, valuation, and teasers in one connected workflow. Built around your data room and firm templates, with source-linked figures and banker review.
A connected transaction process
Keep the analysis and the materials aligned.
Buyer coverage brings the target universe, transaction history, and rationale into a structured list for team review.
Valuation materials connect the peer set, assumptions, and calculations, keeping revisions traceable.
Teaser preparation applies confidentiality rules before materials reach prospective buyers.
From source documents to reviewed transaction materials.
The deal desk workflow
Prepare the CIM.
Connect your deal sources, firm templates, and financial models in one controlled process.
Deal folderthe VDR
Your templatePPTX
Your modelsExcel
One clickPrepare the CIM
The CIM draftevery figure tied to its source
The deal desk assembles the CIM from source documents on your firm's template. A verification pass checks the figures before banker review, keeping the evidence alongside the narrative.
Deal desk capabilities
Built around the transaction.
01
CIM preparation
Drafts the book from the documents already in the deal folder, on the bank's own template, with every figure tied to the source it came from.
02
Buyer coverage
Builds and tiers the list from your coverage universe and past processes, with the rationale written next to each name.
03
Valuation and trading comparables
Spreads the comps, rederives every multiple a second way, and draws the field with each range cited.
04
Confidential teaser preparation
Drafts the teaser with the confidential names and figures redacted by rule, ready for the first outreach pass.
Proof
The Investment Banking Deal Desk brings CIM preparation, buyer coverage, valuation, and teaser drafting into a source-linked workflow. Investor-grade CIMs have been delivered through this desk; the underlying engagements remain confidential. The public builds below demonstrate the workflow: trace each figure to its source, verify the calculation, and keep banker approval at the point of release.
Explore the underlying builds
Related workflows available in the Consultance build library.
Build a CIM in ClaudeDrafts the confidential information memorandum from the documents in the deal folder, ties every figure to its source, and stops on any number that won't reconcile. Free to run.Sell Side Teaser KitTurns raw financials into the anonymized two page teaser, with the identifier scrub and the reconciliation check as hard gates before a buyer sees it. Free to run.Trading Comps BuilderScreens the peer set, calendarizes the fiscal years, and rederives every multiple a second way before the sheet leaves the desk. Free to run.Built to be reviewed
Your environment. Your standards.
- It runs in your tenant. Your deal data never leaves your environment.
- Every figure in the book traces back to the file and page it came from.
- A second pass rederives the numbers, and the output blocks until the two agree.
- The book comes out on your own template, and the model comes out as a real Excel file you own.
- You own the code. No subscription, no seat you rent back from us.
- No new login. It works inside the drive and the templates your team already opens every morning.
Built for the deal team. Designed around the mandate.
Explore the build library
The workflows behind the deal desk.
Explore the CIM, teaser, and trading-comps builds in your own environment. Each includes a guided setup. The installed deal desk connects these workflows to your VDR, templates, and approval process.
Explore the libraryBring the deal desk to your team.
In a 30-minute audit, we review your transaction process, identify the highest-value workflow, and define the scope for a working proof of concept.
Or grab a time for the audit