The AI kit for Investment Bankers

Runs M&A analysis end to end, so a buyer's EBITDA bridge, synergy estimate, and DCF come back in one memo.

Builds a diligence brief on a target's business model, competitors, and management, like a two-page profile before a first call.

Builds a DCF from your assumptions and returns intrinsic value with sensitivity tables, like value per share at three WACC levels.

Builds, stress-tests, and error-checks a three-statement model, for example a five-year forecast with debt schedule and covenant tests.

Like "Draft A Company Profile Slide"

Like "Outline A DCF Model Structure"

Like "Explain Valuation Method Differences To Clients"

Like "Build A Diligence Checklist"

A current map of which diligence requests are answered, partly answered or contradicted.

A model that passes all test cases after the repair.

A data room that is complete, current and checked before investors see it.

Keep the deal on schedule by showing delays that matter and prompting the right party.

Let your AI search your Box files, answer questions about them, and pull out details for you.

Let your AI edit Word, PowerPoint and Excel files, with changes you can review before saving.

Look up US public companies and their official SEC filings and financial numbers from your AI chat.

Let your AI assistant open and work inside real Microsoft Excel on your Windows PC.

Redactable uses AI to identify and permanently remove sensitive information from documents, saving up to 98% time while ensuring data security for legal, health

Pane is an AI spreadsheet that edits cells, writes real formulas, extracts tables from PDFs, cleans messy data and builds charts-so every change is visible, edi

aiPDF revolutionizes how you interact with PDF documents by allowing you to instantly chat, summarize, and extract key information. Save time and gain insights

Researcher & Analyst in M365 Copilot conducts comprehensive research across work and web sources and performs advanced data analysis, delivering expert insights

Keeps every diligence request, document, and gap in one place so you can answer the buyer's checklist without a scramble.

Ties each figure in a report back to its source file, so a reviewer can trace your numbers in one click.

Separates what the buyer has verified from what the seller claims, giving you a clean briefing before the deal review call.

Find the reasoning behind model inputs.

Analyzes deal room documents to deliver due diligence, risk scoring, and negotiation recommendations.

Builds a diligence-ready data room: checklist, gap report, and organized folder structure.

Build 3-5 year financial models with revenue, cost, cash flow, and scenario planning for startups.

Negotiates deals, renewals, and quotes to secure the best realistic price and terms for the owner.