Investment banking
The CIM drafts itself from the data room. Your analysts argue the story, not the formatting.
It runs inside your own templates and your own drive, on the files already in the deal folder. Every number ties back to the page it came from, and the bank owns the book, the model, and the code.
The reality
The book runs 80 pages, and an analyst rebuilds it by hand every time a number moves.
The MD wants the CIM by Monday. An analyst spends the weekend pulling figures out of the data room and dropping them onto the template, one cell at a time.
The buyer list gets built from memory and a few old processes, and the reason each name is on it lives in someone's head instead of next to the name.
The comps get spread by hand, one multiple at a time, and the football field gets redrawn every time an assumption changes.
The teaser has to leave clean, with every confidential name and figure redacted, and that redaction is a manual pass someone runs at midnight before the first buyer sees it.
Until it's one button.
What the button does.
Your files go in. The book comes out. Nothing moves to a new platform.
It reads the room, pulls the numbers that matter, drops them onto your own template, and drafts the book with every figure linked to the page it came from. A second pass rederives the numbers before anything shows. Your analysts pick up the story, not the formatting.
One button, four jobs
The work it takes off the desk.
The CIM is due Monday, and the deck gets built page by page.
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.
The buyer list gets built from memory and a few old processes.
Builds and tiers the list from your coverage universe and past processes, with the rationale written next to each name.
The comps get spread by hand, and the football field gets redrawn every revision.
Spreads the comps, rederives every multiple a second way, and draws the field with each range cited.
The teaser has to go out clean before a single buyer sees it.
Drafts the teaser with the confidential names and figures redacted by rule, ready for the first outreach pass.
Proof
The investment banking version is new, so I'd rather show you what it does than quote you a client result I haven't earned yet. Investor grade CIMs have shipped through this desk, so the capability is real, I just can't show you the deals. What I can show you live: full models, the LBO, the three statement, the DCF, generated in about 25 minutes; a task that runs 20 hours by hand, a DCF plus the football field, done in under 40 minutes. Those are demos, not a promise about your next mandate. What's proven underneath them is the pattern: read the document, tie every figure to its source, block the output until a second pass agrees, keep a named banker on the sign off. That pattern already runs in the free builds below, in your own Claude. Watch one, then put your own data room in front of it.
Built in public
The same pattern, running free in the library today.
- Build a CIM in Claude
Drafts 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 Kit
Turns 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 Builder
Screens the peer set, calendarizes the fiscal years, and rederives every multiple a second way before the sheet leaves the desk. Free to run.
What you keep.
- 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 team that would rather argue the story than fight the formatting.
The manual version is free
Try it on a live deal first.
The packs below run the same read in your own Claude, today, on the deal file you paste in. Free to pull down and keep. The installed version is the one wired into your VDR and your template, running the moment the room opens. Run the manual one on your next mandate. If it earns its place, the build is wiring it into your workflow properly.
See the whole libraryPut your own book in front of it.
The audit is 35 minutes. You walk us through the book that gets rebuilt by hand every time a number moves, we attach a dollar number to it and tell you straight whether this moves it. No pitch deck.
Or grab a time for the audit