Built by investment bankers, for investment bankers
Give your deal team an AI analyst, associate and VP.
Docufi turns your real deal materials (the financials, research, management transcripts and the rest of the data room) into a first-draft CIM, pitch or teaser in your firm's own PowerPoint template.
CIMs · Teasers · Pitch decks · Management presentations
Product
Seven things Docufi does for your deal team
The work that eats an analyst's week, done to the standard a VP would sign off on.
Built in your firm's template
Your layouts, fonts, colors and branding.
All the deal financials, handled
Summary financials, comps, precedents and the football field.
Real Excel charts and tables
Every chart opens in Excel. Every table is a real PowerPoint table.
The visual pages, done
Logos, icons, photos, maps, Harvey balls, timelines, org charts and more.
Writes the story like a sell-side banker
Headlines that make the case for the company.
A draft you can trust
Every number sourced, and about 100 automated checks before you see it.
Interactive editing
Click anything in the deck and say what to change. One slide or all of them.
How it works
Your documents and your template in. Your book out.
Built in your firm's template
The deck comes out looking like your firm made it, not like software made it.
Includes: your layouts, fonts, colors, footers and icon style. Nothing from the last deal carries over, unless you want it to.
All the deal financials, handled
Summary financials, comps, precedents, the football field: every financial page an M&A process calls for, prepared from your data room.
Includes: historical and projected financials, adjusted EBITDA, key operating metrics, public comps from live market data, precedent transactions sized to the target, and the football field.
| FY21 | FY22 | FY23 | FY24 | |
|---|---|---|---|---|
| Revenue | 27.1 | 36.4 | 49.2 | 62.0 |
| Growth | 34% | 35% | 26% | |
| Gross profit | 9.5 | 13.5 | 19.2 | 25.4 |
| Margin | 35% | 37% | 39% | 41% |
| Adj. EBITDA | 4.6 | 6.9 | 10.8 | 14.9 |
| Margin | 17% | 19% | 22% | 24% |
Real Excel charts and tables
Every chart is a real PowerPoint chart with its Excel data embedded, and every table is a real table, so your team edits the deck instead of rebuilding it.
Includes: bar, line, pie and combo charts, share-price charts, financial and comps tables. Old Excel screenshots in your template are rebuilt as editable tables.
The visual pages, done
It builds the pages that make a book look finished and eat the most analyst hours.
Includes: logos for the target, buyers and customers, icons, photos, maps, Harvey balls, process timelines dated from today, org charts and more.
| Scale | Certifications | OEM access | Margins | |
|---|---|---|---|---|
| The Company | ||||
| Competitor A | ||||
| Competitor B |
Writes the story like a sell-side banker
It writes the investment story the way a sell-side banker would, drawing on your deal materials, management transcripts and global research. Every headline makes the case for the company.
Includes: leading with the metric the business trades on, company website research, market context, and the buyer universe for pitches, with logos, fund size and a rationale for each buyer.
A draft you can trust
Every number traces to its source, and nothing from the last deal carries over.
Includes: a source for every claim in the speaker notes and about 100 automated checks. Anything missing from the data room is flagged for your team.
Interactive editing
Click any headline, chart, table or logo and tell Docufi what to change, the way you'd mark up a draft for your team. The edit lands in place, on one slide or across the whole deck.
Includes: fast mode for text edits in seconds, deck-wide changes from one instruction, new logos or files dropped right into the chat, undo, and edit history saved across devices.
Hours, not weeks
A full first-draft CIM is ready in hours. Load it at night and it's there in the morning.
PowerPoint and PDF
Download the .pptx for your team, or a PDF to circulate.
Built for the middle market
For boutique and middle-market banks and M&A advisory firms, where most private deals get done.
Security
Built for confidential deals
Deal data is the most sensitive information your clients hand you. Docufi treats it that way.
SOC 2 Type II
Independently audited security controls.
A private workspace per deal
Each deal runs in its own private workspace on Microsoft Azure, with encrypted storage.
No training on your data
Client data never trains a model and is never shared across projects.
Hosted in the US
Runs on Microsoft Azure in US data centers.
About
Built by investment bankers, for investment bankers
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 a deal team.
Investment banking at William Blair and data and AI consulting at IBM: a banker and machine learning engineer in one founder, with 20+ years in finance.
See it on your own deal
A canned demo won't show you much. Bring your own template and a real set of materials, and we'll run them through Docufi together in 30 minutes.