Today, Docufi's sell-side agents turn your data room into a first-draft CIM, teaser or pitch deck in your firm's own template, in hours instead of weeks. Buy-side agents are next, so both sides of a deal can work in one place.
Saving analyst hours is where it starts. What your firm actually gets is more mandates per team, a sharper story in front of more buyers, and processes that launch while the window is still open.
First drafts arrive in hours, not weeks, so the same team has room for another mandate.
A sharper investment story and a wider buyer universe put more competition on every process.
Launch while the market window is open, not after it closes.
Agents read every page of the data room, not just the pages someone had time for.
AI built for deal work, with hundreds of banker rules encoded.
The work that eats an analyst's week, done to the standard a VP would sign off on.
Your layouts, fonts, colors and branding. Nothing from the last deal carries over.
Summary financials, comps, precedents and the football field.
Every chart opens in Excel. Every table is a real PowerPoint table.
Logos, icons, maps, timelines, org charts and more.
Headlines that make the case for the company.
Every number sourced, with 100+ checks before you see it.
Click anything in the deck and say what to change, on one slide or all of them.
Firms run bake-offs: several tools, the same real deal, the same template, judged by the people who sign off on the book. We keep coming out on top.
vendors in a client's hands-on bake-off
after a head-to-head trial on a live CIM, over the other finalist
at boutique and middle-market investment banks today
Client names withheld under NDA.
Most AI for finance is built on what's public: filings, earnings calls, research. Your deals are private.
Docufi works from your data room, your template and the way your team marks up a draft. It's built for boutique and middle-market banks and M&A advisory firms, where most private deals get done.
The deal skills behind your sell-side books are coming to the other side of the table, for private equity firms and corporate buyers.
CIMs, teasers, pitch decks and management presentations, built from the data room in your firm's own template.
Screen inbound deals against your mandate, read the book and the data room, and get first-pass diligence and an IOI draft.
Ask about the buy sideSell-side and buy-side agents working the same deal in one place, so marketing, Q&A and diligence requests stop waiting on email chains.
Deal data is the most sensitive information your clients hand you. Docufi treats it that way.
Independently audited security controls.
Each deal runs in its own encrypted workspace on Microsoft Azure.
Client data never trains a model and is never shared across projects.
Runs on Microsoft Azure in US data centers.
Docufi was built to give deal teams their weekends back and give partners room for one more mandate.
General AI can write. It has never seen your data room, doesn't know your template, and doesn't know what a VP will mark up. Docufi encodes hundreds of banker rules so the first draft reads like it came from your deal team.
A canned demo won't show you much. We'll run your own materials through Docufi together in 30 minutes.