Visual Workbook

The memo, the deck and the model.
Built in one workbook.

Draft investment memos, board decks and valuation models with the AI Analyst working beside you. Documents carry numbered sources you can open, and the finished work exports to PowerPoint, Word, PDF and Excel.

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A valuation and synergy model open in the workbook. On the left, the AI Analyst summarises enterprise value with and without synergies and lists three judgement calls for review; on the right, the document cover sits under Document, Slides and Spreadsheet tabs.
Actual product screen · The Analyst lists the judgement calls it made in the model for your review. Illustrative Walmart / DroneUp case.

Inside the workbook

Write it, present it and model it in one place.

Each piece of work keeps its document, slides and spreadsheet side by side. Edit any part yourself, or tell the Analyst what to change.

Memos and reports with sources you can check

The Analyst researches and drafts the memo, sector report or company profile section by section. Numbered citations tie each point to where it came from, whether that is a public source or another document in your workspace.

  • An outline of every section beside the document
  • Point the Analyst at other workspace documents with @
  • Export to Word or PDF
See how teams build investment memorandums →
The executive summary of the Project Skyway investment memorandum, with headline figures in boxes, F-1 and F-3 citations linking to the DroneUp company profile and the strategic playbook, and the document outline on the right.
Actual product screen · Project Skyway investment memorandum, executive summary. Illustrative case.

Slides built from the same analysis

Turn the analysis into a deck without rebuilding it. The slides sit in the same workbook as the document and the model, and take your workspace theme: colors, fonts, logo, cover and footer.

  • Headline figures, tables and charts on the slide
  • Ask the Analyst to revise a slide
  • Export to PowerPoint
See how teams build investment thesis decks →
Slides in the DroneUp company profile: a Financial Assessment and Valuation slide with four headline figures and valuation drivers, and a Risk Assessment and Mitigation slide below it. The Analyst panel on the left describes the buy-versus-build model behind them.
Actual product screen · Slides in the DroneUp company profile workbook. Illustrative case.

Models with live formulas

Build the valuation, synergy or buy-versus-build model in the spreadsheet. Inputs sit on an assumptions sheet, the model recalculates when you change them, and the workbook downloads to Excel.

  • Assumptions, model and scoring on separate sheets
  • Key outputs carried into the document
  • Download as an Excel file
Prefer to model in Excel? See the Excel add-in →
The Buy vs Build Model sheet: five years of buy and build scenario costs, operating metrics, comparison rows and an NPV calculation, with Assumptions and Scoring Matrix sheet tabs, PowerPoint and MS Word export buttons, and the Analyst panel explaining the three sheets.
Actual product screen · Buy-versus-build model in the DroneUp workbook. Figures are illustrative.

Visuals that show how the business runs

Some points land faster as a picture. Ask the Analyst for an isometric view of how an operation works and it draws one into the document or slide where the argument needs it.

  • Operating views inside memos, plans and decks
  • Placed beside the text they explain
The DroneUp post-merger integration plan with an isometric illustration of a hub-in-supercenter operating model, numbered from customer order and backroom fulfilment through drone delivery and autonomous return, followed by a Day 1 readiness checklist.
Actual product screen · Integration plan with an isometric operating view. Illustrative case.

When the work leaves the workspace

Ready for the board pack, in your own look.

Export to the formats you use

Documents to Word or PDF, slides to PowerPoint, models to Excel.

Styled by your workspace theme

Your colors, fonts, logo, cover and footer carry through the slides and charts.

Share a link

Send a link to the document instead of a file. Share links expire, so access does not stay open.

What teams build here

The deliverables of a deal, from strategy to approval.

The same workbook carries the work from the first market question to the board decision.

Strategize
Growth & M&A strategy · Competitor research · Market map · Sector deep dive · Strategic options brief
Source & Screen
AI target discovery · Ranked target shortlist · Company profiles · Strategic fit scorecards · Deal-signal tracking
Evaluate
Investment business case · Valuation comps · Scenario & synergy model · Live valuation workbook · Digital twin of the target · Day-one integration blueprint
Execute & Approve
Board-ready investment memo · CIM & deal story · Deal pipeline · Board approval deck

Open the sample work

Read four deliverables from one case.

A memo, a board deck, a model and a sector report from the same illustrative Walmart / DroneUp autonomous-delivery case. They show the work; they do not describe a real transaction or a customer engagement.

Investment memorandum

Project Skyway — Investment Memorandum

Strategic rationale, the market, buy-versus-build economics, illustrative terms and valuation, written for a board decision.

Open the sample memo ↗ Board deck

Project Skyway — Board Approval Deck

The same case as a deck for the boardroom: market, target, deal, synergies, integration and the recommendation.

Open the sample deck ↗ Model

DroneUp Acquisition — Valuation & Synergy Model

A live workbook with its assumptions, the valuation with and without synergies, and a written summary. Downloads to Excel.

Open the sample model ↗ Sector report

Autonomous Last-Mile Delivery — Sector Report

The market research behind the case, with numbered public sources.

Open the sample report ↗

More examples are in the sample library. To see how the research behind them is done, meet the AI Analyst.

Build your next board memo in the workbook.

Start with the deal in front of you: draft the memo, build the deck and the model from the same analysis, and export the pack your board reads.

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