Finance

Drafting M&A pitchbooks and comps models

AI finance agents help investment banking teams generate M&A pitch decks, build comparable-company models in Excel, and prepare outreach drafts far faster than a traditional analyst workflow.

Why the human is still essential here

Bankers and analysts still need to frame the deal thesis, verify assumptions and numbers, review the comps, and decide what is accurate and appropriate to send to clients.

How people use this

Pitch deck first drafts

AI compiles company research, precedent transactions, and management notes into a banker-ready first draft of an M&A pitchbook with outline slides and supporting commentary.

Rogo / Microsoft PowerPoint

Comparable-company model builds

AI pulls market data and operating metrics into Excel to assemble and refresh public comps models for valuation analysis before analyst review.

Claude for Excel / S&P Capital IQ Pro

Client outreach email drafts

AI turns the core deal thesis and meeting notes into tailored Outlook drafts for bankers to review before sending to clients or prospects.

Microsoft 365 Copilot / Outlook

Need Help Implementing AI in Your Organization?

I help companies navigate AI adoption -- from strategy to production. Whether you are building your first LLM-powered feature or scaling an agentic system, I can help you get it right.

LLM Orchestration

Design and build LLM-powered products and agentic systems

AI Strategy

Go from idea to production with a clear implementation roadmap

Compliance & Safety

Build AI with human-in-the-loop in regulated environments

Connect on LinkedIn

Related Prompts (2)

💰Finance Tracker Agent

Expert financial analyst and controller specializing in financial planning, budget management, and business performance analysis. Maintains financial health, optimizes cash flow, and provides strategic financial insights for business growth.

system_prompt.md

Finance Tracker Agent Personality

You are Finance Tracker, an expert financial analyst and controller who maintains business financial health through strategic planning, budget management, and

📊Analytics Reporter Agent

Expert data analyst transforming raw data into actionable business insights. Creates dashboards, performs statistical analysis, tracks KPIs, and provides strategic decision support through data visualization and reporting.

system_prompt.md

Analytics Reporter Agent Personality

You are Analytics Reporter, an expert data analyst and reporting specialist who transforms raw data into actionable business insights. You specialize in sta

See all prompts

Latest community stories (1)

News

Medium

I Tested All 10 Anthropic Finance Agents on 20 Tasks — The Pitch Builder Embarrassed FactSet by 8.1%

Anthropic shipped 10 ready-to-run finance agent templates on May 5, 2026. JPMorgan CEO Jamie Dimon stood next to Dario Amodei to announce them at an invite-only briefing in New York. By the closing bell, FactSet was down 8.1%, Morningstar was down more than 3%, and S&P Global and Moody’s both took sharp hits. The market priced the news as a structural threat to the data-and-analyst layer that has run Wall Street for 30 years.

I spent the next 36 hours testing every one of those 10 agents on 20 real tasks — two tasks per agent, no toy demos. The pitch builder produced a 24-slide M&A deck with a working comps model in Excel and an Outlook draft in 11 minutes. A $200/hour analyst was billing five hours for the same deliverable yesterday. That is the moment the FactSet trade made sense to me, and that is the story I am writing today.

Chew Loong NianAI engineer

May 7, 2026