Create pitch books and valuation analyses from your own data

Investment banks create pitch books and valuation analyses

Needs setupAI Act: no extra obligationsCreating documents from your own materialBanking & finance

Fits: Finance & accounting · Sales

Comparison tables, multiples and text pages for pitch books are produced faster from your data sources and templates. Every figure has a source, and the team spends more time on assessment than on typing.

Is this for you?

  • You regularly create pitch books, comparable company analyses or valuation pages for M&A, capital markets or financing mandates.
  • Financial data comes from licensed databases, annual reports and your own models, and there are in-house slide templates.
  • You have a tool approved by compliance, or you only test with public or invented figures.
First step today

Build a small comparison table with four or five invented peer companies and one invented target company, without real names. Use the template below to have the multiples calculated and commented on, and recalculate one value yourself.

How to go about it

  1. Define the mandate, key messages and page order
  2. Gather financial data, models and references
  3. Have tables and text pages generated
  4. Check figures, sources and statements against the model
  5. Sign off the pitch book and give it to the client
  6. Keep page templates and data modules

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

14 more use cases follow the pattern “Creating documents from your own material”.

Build a business plan and financial plan from your own figuresCreate candidate profiles from CV and interviewCreate requirements specifications from workshop recordingsHave AI draft specifications for tendersPlan units of work in line with the curriculumWrite funding applications and project reports from your documentsWrite help articles from resolved support casesAnswer tender and supplier questionnaires from evidenceCreate exam questions from learning objectives and calibrate themCreate maintenance reports from measured values and photosCreate operating instructions and spare parts lists from design dataCreate quotes from measurements and photos
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BF-05 · Legal status 08.10.2026