DealDraft · The Drafting Engine

Bank-quality CIMs
in 30 minutes.

Drafting starts from approved materials, not from scratch.

DealDraft drafts CIMs, pitch decks, deal memos, offering memorandums, and lender presentations from the deal team's controlled record. Every paragraph carries a line-by-line source tag. The first version that lands in your inbox is structured for VP markup — not for cleanup.

CIM Drafting Pitch Deck Generation Deal Memo Offering Memorandum Teaser & Blind Profile Lender Presentation Strip Profile Sponsor Overview
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The Scenario

Sound familiar?

Friday, 7:42 PM — MD email
The MD just won a $400M medtech sell-side mandate. Management wants the CIM teaser by Monday morning — not the usual eight weeks. Your team already has three other live mandates. The MD needs Investment Highlights, Financial Overview, Industry Analysis, and a preliminary Buyer Universe drafted, sourced, and review-ready — without pulling anyone off existing work.

In the old playbook, you delay the kickoff or stretch the team past the breaking point.

With DealDraft, the deal team uploads the management deck and QoE pack at 8 PM. The first review-ready CIM draft — every paragraph source-tagged — lands in the VP's inbox before midnight.
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
Drafting from approved materials
Drop in management decks, QoE, the operating model, and prior coverage materials. DealDraft assembles each CIM section — Investment Highlights, Financial Overview, Industry Analysis, Risk Factors — with the bank's narrative style, real data, and proper IB formatting. No blank pages.
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
Source-tagged financials, line by line
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
Review-ready, not first-pass
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
One controlled record across versions
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.

Drop in management materials for a demo medtech sell-side, walk away with a review-ready CIM draft — every paragraph source-tagged.

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