DealForge AI
AI-Native Investment Banking Workbench
An intelligent execution layer that compresses deal timelines by automating analysis, materials, and execution—without disrupting existing workflows. AI becomes a force multiplier, not a replacement.
The Problem
Investment banking deal execution is manual, slow, and difficult to scale without adding more headcount
Analyst-Heavy & Manual
Deal execution relies on repetitive document creation and updates performed manually by analysts
Slow & Fragmented
Work spans multiple disconnected tools (models, decks, data rooms, Q&A) causing delays and inconsistencies
Hard to Scale
Growing deal volume requires linear headcount growth without better tooling and automation
The Solution
DealForge AI acts as an intelligent execution layer on top of existing capital-markets workflows. It automates deal work, accelerates analysis, and assists bankers inside the tools they already use.
Core AI Capabilities
Intelligent automation that accelerates every phase of deal execution
AI-Generated Deal Materials
Auto-create pitch decks, confidential information memorandums (CIMs), teasers, and models
- Uses firm-specific templates and language
- Maintains brand and formatting standards
- Produces investment-grade outputs in minutes instead of days
Analyst Workflow Automation
AI handles repetitive analyst tasks to free up time for strategic work
- Auto-drafts investor Q&A responses
- Performs market and comparable research
- Organizes and tags data room documents
Scalable Deal Execution
Run more mandates without linear headcount growth
- Each banker operates with AI-assisted capacity
- Enables firms to handle more deals simultaneously
- Maintains quality while increasing throughput
Advanced Data Room Intelligence
AI analyzes massive data rooms in minutes to surface critical insights
- Identifies key risks and financial anomalies
- Flags legal and operational concerns
- Converts unstructured documents into structured deal insights
Embedded Office Experience
AI-powered assistance that works inside the tools bankers already use every day
Excel Intelligence
Build, edit, and validate financial models directly in spreadsheets
- AI understands firm-specific modeling conventions
- Scenario analysis and sensitivity tables handled conversationally
- Auto-validates assumptions and formulas
Presentation Intelligence
Edit and transform deal decks inside presentation tools
- Auto-generate slides and update metrics
- Enforce formatting and brand standards
- Maintain compliance consistency
Unified Access
Secure access to deal documents and data rooms without switching tools
- Single sign-on with permission-aware workflows
- Human-in-the-loop control for all actions
- Full transparency and audit trails
Workflow Philosophy
No forced process change - works inside existing tools
Works with existing habits and preferences
Reduces deal cycles from months to weeks
Adapts to how bankers already operate
Security & Enterprise Readiness
Built for financial institutions with enterprise-grade security and compliance from day one
Built for Financial Institutions
Designed from day one for regulated, high-stakes environments
Strong Data Isolation
Client data never leaves approved boundaries with encryption at rest and in transit
Full Transparency
Complete audit trails and traceability for all AI actions
Compliance-First Architecture
Enterprise-grade access control with role-based permissions
Who It's For
Investment Banks
M&A and capital markets teams executing high-value deals
Advisory Firms
Independent advisors and boutique firms
Corporate Development
In-house teams managing acquisitions and partnerships
Strategic Advantage
Faster deal execution and time-to-close
Lower operational cost per mandate
Higher analyst productivity and satisfaction
Institutional knowledge encoded into AI
Competitive edge without changing headcount strategy