Choose from specialized generators, audits, diligence workflows, competitive benchmarking workflows, strategy recommendation workflows, executive summary slide workflows, and finance utilities for WACC, DCF valuation, IRR, NPV, CAPM cost of equity, EV/EBITDA valuation, net debt to EBITDA and covenant headroom, SaaS net revenue retention, ROI and payback, cash conversion cycle, budget variance analysis, runway and burn, LTV:CAC, startup dilution, M&A synergy estimation, financial variance slide writing, consulting proposal workflows, dashboard-to-board-slide workflows, investment committee memos, operating reviews, QBR narratives, M&A diligence, earnings decks, slide design, pitch decks, consulting case decks, product launch decks, webinar recaps, investor updates, meeting notes, sales proposals, and presentation outlines.
Generate institutional-grade earnings decks from US public company filings, transcripts, and market context.
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Upload PDF, PPT, DOCX, or images to generate an AI slide-by-slide outline before creating the full deck.
Calculate weighted average cost of capital, tax-adjusted debt, and CAPM-based equity cost for valuation and capital-allocation slides.
Calculate cost of equity with CAPM, optional premium layers, and a board-ready valuation takeaway for DCF and investment committee work.
Calculate EV/EBITDA, implied enterprise value, and equity value ranges for IC memos, board valuation reviews, and M&A screening.
Model discounted cash flow enterprise value, equity value, implied share price, terminal value, and sensitivity for board, IC, and corp dev workflows.
Calculate IRR, MIRR, NPV, discounted payback, and MOIC for capex approvals, investment committees, and board-ready business cases.
Calculate NPV, profitability index, discounted break-even, EAV, and scenario bands for capex approvals, business cases, and board reviews.
Model market size with top-down or bottom-up logic, quantify your reachable segment, and build a more credible investor or strategy slide.
Upload benchmarking notes or competitor research to generate a peer-set summary, key differences, strategic implications, and a slide outline for executive review.
Model cash runway, gross burn, net burn, and fundraising urgency for board reviews, investor updates, and startup operating plans.
Combine ARR growth with EBITDA or free cash flow margin, pressure-test the gap to 40%, and frame the result for SaaS boards and investor updates.
Measure recurring-revenue growth versus prior-quarter sales and marketing spend, benchmark sales efficiency, and frame whether the business is ready to scale GTM investment.
Measure NRR, GRR, churn impact, and expansion coverage to show whether the installed SaaS revenue base is compounding or leaking.
Model ROI, payback, discounted payback, and NPV for automation, pricing, procurement, and operating-improvement business cases.
Model contribution margin, break-even units, break-even revenue, margin of safety, and launch-cost recovery for pricing and board business cases.
Model allowable volume loss, revenue impact, gross-profit uplift, margin expansion, and repricing payback for pricing reviews and board cases.
Model DIO, DSO, DPO, operating working capital, and cash-release opportunity for CFO reviews, sponsor updates, and board discussions.
Quantify revenue, EBITDA, gross margin, opex, and collections variance against budget, then size the recovery required for the board or forecast reset.
Model net leverage, covenant headroom, debt paydown to target, and downside EBITDA sensitivity for lender updates and board capital-structure reviews.
Model DSCR, cash available for debt service, lender-minimum headroom, and refinancing cushion for credit packages, PE reviews, and board discussions.
Decompose revenue change into price, volume, and mix effects so CFOs and executives can explain what really moved the topline before the board slide.
Model SaaS lifetime value, fully loaded CAC, CAC payback, and a board-ready unit-economics takeaway for investor updates and fundraising decks.
Model priced-round dilution, option-pool refresh impact, post-money ownership, and a board-ready cap table takeaway for fundraising decisions.
Build a deal-specific diligence checklist for buyouts, growth investments, carve-outs, and vendor prep, then package the result for IC or board review.
Estimate cost synergies, revenue-synergy EBITDA, five-year NPV, payback, and supportable premium for corp dev, PE, IC, and board M&A workflows.
Model pro forma EPS, purchase price, stock issuance, financing drag, and whether a deal is accretive or dilutive before the IC or board deck.
Turn raw meeting notes into an executive summary, action register, and slide outline before building the full deck.
Paste your deck copy to score narrative clarity, traction, ask, and missing investor slides before you pitch.
Upload deck files or slide screenshots to audit readability, hierarchy, density, and slide-by-slide design fixes.
Upload proposal files or discovery notes to generate an AI buyer summary, commercials, and proposal deck outline.
Upload RFPs, discovery notes, or scope drafts to generate an executive proposal summary, workplan, commercials, proof points, and a consulting slide outline.
Upload investor update files or founder notes to generate an AI KPI snapshot, wins, risks, asks, and slide outline.
Upload board prep docs or executive notes to generate an AI executive summary, decision asks, KPI highlights, risks, and board deck outline.
Turn board prep, strategy notes, proposal inputs, or investor commentary into an answer-first headline, proof blocks, risk framing, and a supporting executive slide outline.
Upload CIMs, diligence notes, or model commentary to generate an AI investment recommendation, underwriting summary, risks, committee asks, and IC deck outline.
Upload KPI packs or review notes to generate an executive QBR storyline, scorecard, decisions needed, and slide outline.
Upload KPI packs, budget commentary, or operating notes to generate an answer-first MBR storyline with variances, owner actions, and a slide outline.
Turn KPI dashboards, budget-versus-actual exports, and board commentary into a board-ready headline, variance narrative, chart plan, and board ask.
Turn budget-versus-actual commentary, KPI exports, and finance notes into an answer-first variance slide with drivers, forecast implications, and explicit decision asks.
Upload case briefs or project files to generate an AI executive answer, workstreams, risks, and consulting deck outline.
Upload launch briefs or rollout docs to generate AI messaging, proof points, rollout sequencing, and a launch deck outline.
Upload webinar recap docs or paste transcripts to generate AI takeaways, Q&A signals, follow-up assets, and a recap deck outline.
Upload strategy notes or board-prep files to generate an answer-first recommendation, options, risks, visual treatment, and a supporting executive slide outline.
AI-powered institutional financial presentations
Instant Synthesis
Bain Red Theme
US Market Access
Fetches live data from official SEC EDGAR investor relations transcripts.
Calculates YoY margins, revenue mix, and guidance delta automatically.
Export as editable PowerPoint with data citations included.
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