AI-Powered Deal Execution

Same team. 3x the deals.

AI-powered deal execution for investment banks.

DealForge generates CIMs, pitch books, and deal memos in minutes instead of weeks. Your team handles more live deals, wins more mandates, and delivers client-ready documents faster than firms three times your size.

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SOC 2 Type II
Bank-grade encryption
Per-deal data isolation
Project Meridian — CIM Draft Generating...

Financial Overview

FY22FY23FY24FY25FY26E
Revenue$280M$315M$348M$392M$440M
EBITDA$42M$54M$63M$78M$95M
Margin15.0%17.1%18.1%19.9%21.6%
Rev Growth—12.5%10.5%12.6%12.2%

Revenue has grown at a 12% CAGR from FY22 to FY26E, driven by new product launches and geographic expansion into APAC markets.

The Problem

Your best people are stuck on low-leverage work.

Every hour your team spends formatting is an hour they're not building client relationships, sourcing deals, or generating revenue.

  1. 01

    $3.5M in revenue per banker left on the table

    Deloitte estimates AI can unlock $3.5M in additional revenue per front-office employee. Your team is spending 50% of their time in PowerPoint instead of with clients.

  2. 02

    300-600 hours per CIM means fewer deals per year

    A single CIM consumes hundreds of person-hours across 5-10 revision cycles. At $20K+ in fully-loaded cost per CIM, that's margin compression you can't afford.

  3. 03

    88% of financial models contain errors

    Three people editing the same LBO model with no version control. A single formula error can blow up a deal, damage client trust, or create legal exposure.

  4. 04

    $500M+ lost to analyst turnover at top banks annually

    85% of junior bankers leave within 2 years. Each departure costs $200K+ in recruiting and training. Retaining talent starts with eliminating grunt work.

The Platform

Four modules. One platform. Zero formatting.

DealForge covers the entire deal execution workflow — from pitch to closing.

DealForge
AI-powered CIM, pitch book, and offering memorandum generation. Upload financials and company data. Get a bank-quality first draft in 30 minutes.
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ModelOS
Financial model intelligence. Git-like version control for Excel. Auto-QC that catches errors before they reach the client.
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DealRoom AI
The VDR that reads your documents. AI auto-classifies uploads, drafts Q&A answers, and shows you which buyers are serious.
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DealGraph
Your firm's institutional memory, searchable. Precedent transactions, auto-generated credentials, and buyer universes.
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How It Works

From brief to first draft in three steps.

1

Upload & Configure

Drop in financial statements, management reports, and industry data. Choose your bank's template and output format.

2

AI Generates

DealForge builds each section — investment highlights, financial overview, industry analysis — with real data and formatted tables.

3

Refine & Export

Edit with AI assistance. Ask for rewrites, add comp data, or change tone. Export to PowerPoint, PDF, or Word.

Integrations

Works with your existing stack.

DealForge plugs into the tools you already use. No workflow disruption.

Excel
PowerPoint
Word
BBG
Bloomberg
CIQ
Capital IQ
PB
PitchBook
VDR APIs
Trusted by deal teams at
Elite Boutiques Bulge Brackets Middle Market Banks Financial Sponsors

"DealForge let us take on three additional mandates last quarter with the same team. CIM turnaround went from 8 weeks to 10 days. That's not efficiency — that's revenue."

Managing Director — M&A Advisory, Elite Boutique

"ModelOS caught a circular reference that had been there for three versions. The version control alone saves us 5 hours a week."

Vice President — Leveraged Finance

"The buyer activity heatmap is worth the entire subscription. We knew who was serious before the management presentation."

Win more mandates. Close bigger deals.

See how your team delivers 3x more deals with the same headcount. Interactive demo, real data, no sales call required.

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