Every role. Every deal type.
Transformed.

See exactly how DealForge fits into your workflow — whether you're a first-year analyst or a managing director.

By Role

How DealForge helps your role.

Analyst
First & second year — the execution engine
40h/wk
saved on average
Current Pain Points
20% of career spent formatting PowerPoint slides
10-15 hours/week pulling data from CapIQ/Bloomberg into Excel
VDR document upload and organization: 5-15 hours/week
Manual financial data extraction from 10-K PDFs: 5-10 hours/deal
80-100+ hour work weeks, chronic burnout
With DealForge
AI generates CIM first draft in 30 minutes — you refine, not draft
Financial data auto-extracted from filings, auto-populated into models and CIMs
VDR documents auto-classified, named, and numbered on upload
Formatting handled by AI — your time goes to analysis, not alignment
Handle 2-3x more live deals simultaneously
Key Modules
DealForge ModelOS DealRoom AI
Associate
Day-to-day deal management, model ownership
25h/wk
saved on average
Current Pain Points
Multiple revision cycles reviewing analyst output (3-5 rounds typical)
Model version control — merging conflicting changes from multiple team members
DD Q&A management — routing, tracking, follow-up across hundreds of items
Bridging gap between MD's vision and analyst's execution
With DealForge
AI-generated first drafts mean fewer revision cycles — review, don't rewrite
ModelOS version control eliminates merge conflicts and tracks every change
DealRoom AI handles 80% of Q&A routing and draft answers automatically
More time for strategic thinking, client interaction, and career development
Key Modules
DealForge ModelOS DealRoom AI DealGraph
Vice President
Quality control, process management, client delivery
15h/wk
saved on average
Current Pain Points
Endless review cycles — catching formatting errors, data inconsistencies
Bridging senior direction with junior execution — lost in translation
Managing multiple deal timelines and deliverables simultaneously
Scrambling for precedent data and credentials before pitches
With DealForge
Higher-quality first drafts mean fewer rounds of review
ModelOS QC catches errors before they reach your desk
DealGraph generates precedent analysis and credentials in seconds, not hours
Buyer activity heatmap gives you real-time intel on bidder seriousness
Key Modules
DealForge DealGraph DealRoom AI
Managing Director
Relationships, strategy, final sign-off
3x
more deals per team
Current Pain Points
Time is the scarcest resource — managing 5-10 active deals + 5-10 pitches
Review bottleneck: team waits days for your 30-minute review window
Talent retention: losing analysts to PE, burning out the team
Fee pressure: need to do more with fewer people
With DealForge
Team delivers higher-quality output faster — less review time per deal
Same team handles 2-3x more deals — directly impacts revenue
Reduced analyst burnout = better retention = lower recruiting costs
DealGraph surfaces deal intelligence for pitches in seconds
Key Modules
DealGraph DealRoom AI (heatmap)
By Deal Type

Optimized for every deal.

Sell-Side M&A Advisory
The most document-intensive deal type — and DealForge's sweet spot
Key Deliverables Accelerated
CIM generation — 300-600 hours reduced to 30-50 hours
Teaser / blind profile — auto-generated from CIM data
Management presentation — slide deck from CIM narrative
Buyer universe — AI-scored strategic + PE buyers in seconds
VDR management — AI classification, smart Q&A, buyer heatmap
Process letter — auto-drafted from deal parameters
Buy-Side M&A Advisory
Deep due diligence, accretion/dilution, synergy modeling
Key Deliverables Accelerated
Target screening — DealGraph scores potential targets on strategic fit
Financial model QC — ModelOS catches errors in merger model, accretion/dilution
DD synthesis — DealRoom AI summarizes VDR findings across workstreams
Valuation analysis — comps and precedents auto-pulled and formatted
Board materials — DealForge generates presentation from model outputs
IPO / Equity Capital Markets
S-1 drafting, roadshow prep, pricing analysis
Key Deliverables Accelerated
S-1 prospectus drafting — DealForge generates MD&A, business description, risk factors
SEC comment response — AI pattern-matches common SEC comments and drafts responses
Comparable IPO analysis — DealGraph finds recent comparable IPOs with pricing data
Roadshow presentation — management deck generated from S-1 narrative
Pricing analysis — ModelOS runs scenario analysis across valuation methodologies
Leveraged Finance / DCM
Credit agreements, covenant analysis, offering memorandums
Key Deliverables Accelerated
Offering memorandum — DealForge generates OM for HY bond or leveraged loan
Credit agreement analysis — AI extracts and compares covenants across 5+ agreements
EBITDA definition comparison — side-by-side addback and exclusion comparison
LBO model QC — ModelOS validates debt waterfall, coverage ratios, returns
Market benchmarking — DealGraph compares deal terms vs. recent market precedent

See it work on a real deal.

Explore the interactive demo with MedVista Technologies — a $400M medtech sell-side M&A.

Try the Demo