We created the InfoGate Financial AI CIM Generator because drafting a confidential information memorandum has always been the biggest bottleneck in M&A. In the past, junior analysts spent weeks on manual data entry and formatting. Instead, our platform feels like magic. It automatically pulls data from your deal room to build professional, editable PowerPoint drafts in minutes. We are giving analysts a new kind of freedom. To maximize investment banking analyst output, you can now move your team to high-value tasks the second the software starts drafting. You can even prepare your team for this shift by standardizing the investment banking intake process so your data is clean and ready for automation.
How to Re-Allocate Bandwidth During Automated Drafting
When software handles the primary drafting, your analysts can pivot to tasks that actually move the needle. Use these five steps to optimize your team’s performance:
- Have your analysts spend more time talking to clients. Your analysts can now help the client practice their pitch. This gets them ready for the tough questions that buyers ask during diligence.
- Task your team with aggressive buyer outreach to find more investors. Since they aren’t stuck drafting, they can hunt for strategic buyers off the standard lists. This is a great way to maximize investment banking analyst output and build a competitive process.
- Let your analysts handle more deal work per person. The software does the repetitive drafting for them. One analyst can now manage materials for three deals in the time it used to take for one. This lets your firm scale without over-hiring.
- Shift their focus to in-depth financial modeling. Your team now has time to stress-test numbers and build complex scenarios. This shows the client how their value holds up in different markets.
- Put your analysts to work on real-time industry research. They should track competitor moves and market trends while the deal is live. Providing fresh intelligence is a key way to maximize investment banking analyst output and prove your firm’s value.
The InfoGate Financial Solution
We built the closest thing investment banking has to a self-driving car for CIM generation. Upload your company materials, organize your inputs, and watch the platform generate a structured first draft CIM in minutes. It feels like magic the first time you use it. The platform automates the painful first 80% of the process, so your team can move faster and spend more time on actual client work instead of repetitive formatting and drafting.
The firms that adopt this technology early will have a massive advantage in scalability over everyone still building CIMs manually.
Schedule a free demo below and watch InfoGate Financial generate a CIM in real time.