Document Generation Engine

Bank-quality CIMs
in 30 minutes.

DealDraft generates complete Confidential Information Memorandums, pitch books, and offering memorandums from your financial data. Not templates. Not summaries. Full, formatted, ready-for-review documents.

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The Scenario

Sound familiar?

Monday, 9:15 AM — Partner Meeting
You just won a $400M medtech mandate. The client wants to see the CIM teaser in two weeks — not the usual eight. Your team already has three other live deals. You need the Financial Overview, industry analysis, buyer universe, and investment highlights drafted, reviewed, and client-ready — without pulling anyone off existing mandates.

In the old world, you'd delay the kick-off or stretch your team past the breaking point.

What if your team could deliver a complete, bank-quality CIM first draft by end of day — and stay focused on your other three deals?
The Transformation

Before vs. After DealDraft

Before
300-600 person-hours per CIM
8-12 weeks elapsed time
5-10 revision cycles
Manual data extraction from 10-Ks
Hours of formatting and layout
Financial data out of sync with model
Team pulled off other deals for weeks
After
First draft in 30 minutes
CIM complete in 5-10 days
AI-assisted revisions in seconds
Auto-extraction from uploaded financials
Bank template auto-applied
Live sync between model and CIM
Your team stays on all live deals simultaneously
Features

Every feature a banker actually needs.

Core Feature
AI Document Generation
Upload financial statements, management data, and industry reports. DealDraft builds each section of your CIM with real data, coherent narrative, and proper IB formatting.
Investment Highlights auto-generated from key metrics
Financial tables with calculated growth rates and margins
Industry analysis with market sizing and competitive landscape
Buyer universe with strategic fit scoring
CIM Sections
Investment Highlights 1,240 words
Company Overview 2,100 words
Products & Technology 1,850 words
Financial Overview generating...
Growth Opportunities
Management Team
Data Pipeline
Financial Data Auto-Population
Drop in a 10-K PDF or Excel financials. DealDraft extracts 5 years of P&L, balance sheet, and cash flow data. Calculates derived metrics. Populates formatted tables automatically.
PDF and Excel financial extraction
Automatic metric calculation (CAGR, margins, ratios)
Data linked to CIM tables — update once, update everywhere
99%+ extraction accuracy with source verification
Extracted from 10-K — FY24
Revenue$348.7M
Gross Profit$244.5M
Gross Margin70.1%
EBITDA$62.9M
Net Income$29.2M
Free Cash Flow$21.7M
AI Assistant
Iterative Refinement with AI
Don't just generate — refine. The AI assistant sits alongside your document, ready to rewrite sections, add comparable data, change tone, or strengthen the investment narrative.
"Make the growth story more compelling"
"Add precedent transaction data for this sector"
"Rewrite this section for a PE audience"
"Check consistency between financial tables and narrative"
Magnum AI
Strengthen the margin expansion narrative
EBITDA margins expanded 660bps from 15.0% to 21.6%, driven by recurring revenue mix shift (45% of total, growing 22% YoY) and operating leverage on fixed R&D costs...
Version Control
Never Lose a Version Again
Every change is tracked. Compare any two versions with a visual diff. See exactly what changed, who changed it, and when. No more "v12_Final_FINAL_MD_comments_v3".
Full version history with visual diff
Structured comment system linked to specific sections
AI converts reviewer comments into suggested edits
Export to PowerPoint, PDF, or Word at any version
Version History
v3 Sarah Kim · 2h ago Current
v2 James Liu · 5h ago
v1 Magnum AI · 8h ago First draft

See DealDraft in action.

Generate a CIM for a demo company. Real AI, real data, real output.

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