15 years ago, Aaron Solganick started his firm to focus exclusively on tech M&A. Today, he's discovered that the same focus applies to tools: specialized beats generic every time. Especially when millions of dollars are on the line.

Every deal starts the same way: open last project's deck, delete old data, start copying and pasting. There's a better way. Upload your PowerPoint template once. Get complete first drafts in 20-40 minutes using your exact format, fonts, and brand guidelines.

Think about your most repeated workflows. The CIM you create every quarter. The investment memo format you've perfected. The pitch book structure that works. Now imagine generating first drafts of these in under an hour, perfectly formatted every time.

Senior professionals can finally focus on what matters: analysis, insights, and client relationships. Not formatting. Not data entry. Not recreating documents they've made hundreds of times. Just the high-value work that drives results.

The difference between us and generic AI? Your fonts. Your colors. Your slide layouts. Your section order. We don't just generate content—we generate it exactly how your team needs it. That's why teams see 80% faster first draft creation.

The future of document processing isn't human or AI. It's human and AI, each doing what they do best. AI handles mechanical extraction and initial analysis. Humans provide judgment and strategic thinking. That future is already here for teams ready to embrace it.

Custom templates aren't just about speed—they're about consistency. Every team member produces drafts that match your standards. Your fonts, your colors, your slide structure. No more reformatting junior work. No more "that's not how we do it here."

Here's how custom templates work: Send us your PowerPoint template. We configure it in your account (one-time setup). Upload your sources. Click generate. 20-40 minutes later, you have a professional first draft using your exact fonts, colors, and layouts. https://t.co/Sc7fZUmIra

Different AI models excel at different document tasks. OpenAI hits 91% on structured reasoning. Claude leads in multi-tool research. Gemini handles very long documents best. The lesson? Pick the right tool for your specific document challenge.

Everyone talks about AI transforming documents. But what can it actually do reliably today? New research shows AI achieves 85-90% accuracy extracting facts from single documents. Think of it as a fast reader with perfect recall finding specific clauses or dates.

Everyone talks about AI transforming documents. But what can it actually do reliably today? New research shows AI achieves 85-90% accuracy extracting facts from single documents. Think of it as a fast reader with perfect recall finding specific clauses or dates.

Junior team members can now produce senior-quality deliverables from day one. How? Configure your best practices into an AI agent once. Your London analysts create work matching your New York seniors. Scaling expertise without diluting quality.

Soon you'll tell AI agents "prepare investment analysis on Company X" and they'll handle everything. Research, modeling, memo writing, slide creation. Analysts become strategists, not formatters.

The most successful teams treat AI as a force multiplier, not a replacement. They've identified where AI excels and built workflows leveraging those strengths while maintaining human oversight. It's not about perfect AI. It's about smart collaboration.

Should you hire more analysts or more deal originators? This boutique investment bank found a third option: use AI for research and document prep, then hire senior bankers who bring in deals. Sometimes the best talent strategy isn't about headcount.

Senior professionals can finally focus on what matters: analysis, insights, and client relationships. Not formatting. Not data entry. Not recreating documents they've made hundreds of times. Just the high-value work that drives results.

Training new analysts takes months. Teaching them to prepare M&A documents? Even longer. But what if AI could handle the heavy lifting while your team learns the relationship side? That's exactly what this specialized tech M&A firm discovered.

Your monthly portfolio review has a specific flow perfected over years. Now you can encode that entire methodology into an AI agent. It remembers your metrics, your narrative structure, your visual standards. Then reproduces that quality automatically.

Three updates that transform workflows: slides in one click, agents that think like your best people, knowledge that updates instantly. This isn't about replacing expertise. It's about amplifying what your team does best.

Different AI models excel at different document tasks. OpenAI hits 91% on structured reasoning. Claude leads in multi-tool research. Gemini handles very long documents best. The lesson? Pick the right tool for your specific document challenge.