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AI agent for investment bankers

Pitch Book Consistency Agent

A pitch book with consistent, sourced figures

Quality controlFinance
See how it worksGet access
Pitch Book Consistency Agent: what goes in, what the agent does and what you get

What it does

A pitch book with three different revenue figures for the same company makes a bank look careless in front of a client. Before a book is sent, this agent reviews it. It lists every number, company name, date and footnote across pages. It checks that the same figure is the same everywhere and ties numbers to the comps, model and market data as of one stated date. It checks that names and logos match current company names and that every figure has a source footnote. Mismatches go on a mark-up list with the right value. After the team edits, it checks the whole book again. The deal lead approves the final version. Edge case: the market cap on page 3 uses yesterday's price while page 12 uses last week's, which the agent flags.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Book ready for review 2 USES A TOOL Extract numbers, names, dates and footnotes 3 DOES Compare repeated figures across pages 4 USES A TOOL Tie figures to model and market data 5 CHECKS THE RESULT Are all figures consistent and sourced? If not: send mark-up list to the team and recheck afteredits. Back to step 3. 6 YOU APPROVE Deal lead approves 7 RESULT Final book saved
Read the steps as a list
  1. Book ready for review
  2. Extract numbers, names, dates and footnotes
  3. Compare repeated figures across pages
  4. Tie figures to model and market data
  5. Are all figures consistent and sourced?If not: send mark-up list to the team and recheck after edits. Back to step 3.
  6. Deal lead approvesThe agent waits here for your OK.
  7. Final book saved

How it decides

It requires each repeated figure to be identical and each figure to tie to a source as of the stated date.

  • Same figure differs across pages: mark
  • Price date older than stated date: refresh
  • Missing source footnote: add to list

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Pricing date rule
  • Checks to run
  • Mark-up format
  • Review timing

What keeps you in control

It always asks you first

  • Sending to the client

Hard limits

  • Never sends materials
  • Never changes analysis

It stops when

  • Done: approved
  • Stop: model not final

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA 40-page sell-side book showed three versions of the target's revenue. The agent tied the right figure, $214 million, to the model and found 2 pages using prices from the prior week. The analysts edited. On the second pass, one footnote source was still missing on page 27, so it went back. The third pass was clean and the deal lead approved.

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