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 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

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.

  1. 01

    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.

  2. 02

    300-600 hours per CIM, 8-12 weeks elapsed

    A single CIM consumes hundreds of person-hours across 5-10 revision cycles. Most of it is data gathering and formatting.

  3. 03

    v12_Final_FINAL_v3 — model version chaos

    Three people editing the same LBO model. No diff tool. No version control. 88% of spreadsheets contain errors.

  4. 04

    85% of junior bankers leave in 2 years

    72% are considering quitting right now. 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.

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

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 cut our CIM turnaround from 8 weeks to 10 days. The first draft quality is genuinely better than what most second-year analysts produce."

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."

Stop formatting. Start closing.

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

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