The work you do
Pitches. Valuation footballs. Comps. Precedents. Industry primers. Earnings models. Sell-side processes. Buy-side processes. The deliverable is always a deck or a workbook, and the standard is always "could this go to the client tomorrow morning?"
Where Smalt AI fits
The standard library of IB deliverables — pitches, valuations, comps, precedents — is exactly the construction work an AI coworker should handle. Smalt AI's PowerPoint generator was built against Bain, McKinsey, and Google e-Conomy SEA reference decks. The valuation models follow IB conventions: 14 sheets, mid-year discounting, three 5×5 sensitivity tables, scenario INDEX framework.
What you'd actually ask it
- "12-slide pitch on AI in capital markets, Bain style, for [client]." Cover, agenda, market sizing with stat-progression, three thesis sections with right-rail analysis, hero statement slide, closing. Native .pptx, editable, watermark-free.
- "Football field for [target] — DCF, comps, precedents, 52-week, sum-of-the-parts." Five valuation methods, ranges shown as bars, mid-points highlighted, methodology callouts on each.
- "Build a comps tab — 15 peers, EV/EBITDA, EV/Revenue, P/E, growth rates, margins." Peer set selected via industry / size / geography filters, multiples computed with diluted share counts, quartile spreads and means / medians at the bottom.
- "Precedents analysis on [sector] M&A in last 3 years — strategic vs financial split." Deal set with EV/EBITDA per deal, control premia visible, strategic / financial breakouts, quartile bands.
- "Industry primer on [sector] for the team meeting Friday." Market sizing, competitive landscape, recent M&A, regulatory backdrop. Sourced.
Where it's particularly differentiated
Consulting-grade decks. Most AI tools output markdown that you'd manually reformat into PowerPoint. Smalt AI generates native .pptx with insight titles (not category labels), right-rail analyst commentary on every body slide, hero stat-progression layouts, section nav pills. The Bain pattern, by default.
Models the way analysts build them. 14 linked sheets with cross-sheet references in the standard format. Blue-font hardcoded inputs, green cross-sheet links. Source comments on every input. Center-cell sanity checks on sensitivity tables. Audit-ready by default.
Long-context document analysis. Drop the latest S-1, the management presentation, and the past four quarters' transcripts in. 1M-token Claude context handles them in one pass.
Honest about what it doesn't do
The relationship work is yours. Smalt AI builds the materials; the conversation with the client is your job. The strategic framing — what the pitch is actually pitching — is your team's call. Smalt AI is the construction machine, not the dealmaker.
Related
Pitch decks · Financial modeling · Comps · Precedent transactions · DCF