AI-Powered Deal Execution

Your MD just asked
for a CIM by Friday.

It's Wednesday night.

DealForge delivers the first draft in 30 minutes. Not a template fill. Not a summary. A complete, bank-quality CIM with formatted financials, industry analysis, and investment highlights — ready for your VP's review.

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SOC 2 Type II
Bank-grade encryption
Per-deal data isolation
Project Meridian — CIM Editor
CIM Sections
Investment Highlights
Company Overview
Financial Overview
Industry Overview
Products & Technology
Growth Opportunities
Management Team
Transaction Overview
Financial Overview
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%
DealForge AI
Revenue has grown at a 12% CAGR from FY22 to FY26E, driven by new product launches and geographic expansion into APAC markets.
Suggestion: Add EBITDA bridge analysis showing margin expansion drivers.
Add comp data Strengthen narrative Rewrite for PE
0 CIMs Generated
0 Hours Saved
0 Deals Supported
0 Avg. First Token
The Problem

You didn't go into banking
to format slides.

The smartest people in finance spend most of their time on work that doesn't require their intelligence.

20%
of your career is formatting
50% of analyst time is in PowerPoint. 40% of that is pure formatting. One-fifth of your professional life adjusting font sizes and aligning shapes.
300-600h
per CIM, 8-12 weeks elapsed
A single Confidential Information Memorandum consumes hundreds of person-hours across 5-10 revision cycles. Most of it is data gathering and formatting.
v12_Final_FINAL_v3
Model version control chaos
Three people editing the same LBO model. No diff tool. No version control. 88% of Excel spreadsheets contain errors. You're debugging at 2 AM.
85%
of junior bankers leave in 2 years
72% are considering quitting right now. JPMorgan lost $500M+ in 2024 from analyst turnover alone. Burnout isn't a bug — it's the business model.
The Platform

Four modules. One platform.
Zero formatting.

DealForge covers the entire deal execution workflow — from pitch to closing. Each module works independently or as part of an integrated deal OS.

DealForge
AI-powered CIM, pitch book, and offering memorandum generation. Upload financials and company data. Get a bank-quality first draft in 30 minutes with formatted tables, charts, and narrative.
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ModelOS
Financial model intelligence layer. Git-like version control for Excel. Auto-QC that catches errors before your VP does. Natural language queries: "What's IRR at 12x exit?"
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DealRoom AI
The VDR that reads your documents. AI auto-classifies uploads, drafts Q&A answers from existing docs, and shows you which buyers are serious with engagement heatmaps.
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DealGraph
Your firm's institutional memory, searchable. Find precedent transactions, auto-generate credentials, and build buyer universes with AI-scored strategic fit in seconds.
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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

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

3

Refine & Export

Edit in the document editor 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. No learning curve.

Excel
PowerPoint
Word
BBG
Bloomberg
CIQ
Capital IQ
PB
PitchBook
VDR APIs
Trusted by Deal Teams

Built by bankers, for bankers.

"DealForge cut our CIM turnaround from 8 weeks to 10 days. The first draft quality is genuinely better than what most second-year analysts produce. I didn't believe it until I saw it."
Managing Director
M&A Advisory, Elite Boutique
"ModelOS caught a circular reference in our LBO model that had been there for three versions. The version control alone saves us 5 hours a week. The QC engine is like having a permanent senior analyst doing nothing but checking your work."
Vice President
Leveraged Finance, Middle Market Bank
"The buyer activity heatmap is worth the entire subscription. We knew who was serious before the management presentation. One buyer spent 47 minutes on the IP section — that told us everything about their strategy."
Director
Sell-Side M&A, Restructuring Practice

Stop formatting.
Start closing.

See how DealForge transforms your deal workflow. Interactive demo, real data, no sales call required.

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