No More Deal Prep Overload
Instantly assemble all materials for transactions or deal execution—just ask your agent.
Preparing transaction materials is a constant scramble—chasing down data, formatting endless documents, and double-checking every detail. It’s tedious, error-prone, and distracts you from high-value analysis.
The hidden cost
What this is really costing you
Assembling all the required materials for transactions or deal execution means gathering reports, updating financial models, and ensuring every document is client-ready. Each deal is unique, so templates rarely fit perfectly and manual tweaks eat up your time. The pressure to be both fast and flawless makes this task a major bottleneck.
Time wasted
0.8 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$1,160/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing it manually, you’ll keep losing hours to repetitive work, risk missing critical details, and face last-minute scrambles that can stall or jeopardize deals.
Return on investment
The math speaks for itself
Today — without agent
0.8 hrs/week
of manual work
With your AI agent
0.2 hrs/week
agent-handled
You save
$870/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Assembling a Deal Binder
You ask your agent to gather all financials, presentations, and supporting documents into a single, organized package for a transaction.
Updating a Model for Execution
You ask your agent to refresh a financial model with the latest data and export the summary for your team.
Creating a Transaction Summary
You ask your agent to draft a concise transaction summary, pulling in relevant data and formatting it for client delivery.
Final Checklist Review
You ask your agent to verify that all required documents are present and compliant before sending to stakeholders.
How to hire your agent
Connect your tools
Link your accounting software, portfolio analysis platforms, and data visualization tools to centralize your deal materials.
Tell your agent what you need
Type: 'Prepare all materials for the SmithCo transaction, including updated models, summary report, and checklist verification.'
Agent gets it done
The agent compiles, formats, and organizes every required document and model, ready for your review or distribution.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Data Compilation
Gathers all required transaction data from your existing sources and organizes it for easy review.
Document Preparation
Creates, formats, and updates pitch decks, reports, and supporting documents to your specifications.
Model Updates
Incorporates the latest figures and assumptions into financial models and summaries.
Checklist Verification
Cross-checks all materials against your deal checklist to ensure nothing is missed.
Version Control
Keeps track of document versions and highlights key changes for your review.
AI Agent FAQ
Hire your AI agent
Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.
Free to join. No credit card required.