Document Generation Engine

Bank-quality CIMs
in 30 minutes.

DealForge 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?

Tuesday, 11:30 PM
You're staring at the Financial Overview section of the CIM. You've been on this deal for two weeks. The MD wants the first draft by Thursday. You still need to pull 5 years of financials from the 10-K, build the revenue trend charts, write the margin expansion narrative, and format everything to match the bank's template. Your associate just pinged — "MD changed the buyer universe again. Update the market landscape section too."

You open another Red Bull.

What if you could upload the 10-K and management data, and have the entire Financial Overview — with formatted tables, calculated metrics, trend commentary, and charts — generated in 15 minutes?
The Transformation

Before vs. After DealForge

Without DealForge
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
2 AM revision sessions
With DealForge
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
Human review, not human drafting
Features

Every feature a banker actually needs.

Core Feature
AI Document Generation
Upload financial statements, management data, and industry reports. DealForge 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 generation preview
Data Pipeline
Financial Data Auto-Population
Drop in a 10-K PDF or Excel financials. DealForge 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
Data extraction pipeline
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"
AI assistant panel
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 diff viewer

See DealForge in action.

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

Try CIM Generator