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Use case · Investment Banking & M&A

Pitch books and IC memos, built inside PowerPoint

Decky AI runs as a PowerPoint add-in and handles the mechanical work of investment banking decks – formatting, alignment, brand compliance, and content consistency – so your team focuses on the deal, not the pixels.

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Why banking decks take so long

Investment banking is defined by tight deadlines. A pitch book that needs to be on the MD's desk by 6 AM, a CIM that has to go out before market open, an IC memo due the same day as the site visit. The analysis is done – but someone still has to build the slides.

Most banks rely on analysts and associates to spend hours aligning text boxes, reformatting charts from Excel, and chasing house-style compliance. Decky AI eliminates that entirely – working directly inside the deck, in real time.

50%+

Reduction in slide production time for proposals and pitch books

Hours

Saved per deck on formatting, alignment, and brand compliance

Same day

Turnaround on IC memos and CIMs with Decky AI

What Decky AI automates in banking decks

1

Instant brand and house-style enforcement

Decky applies your firm's color palette, font hierarchy, table styles, and logo placement across every page of the deck in seconds. Works for any house style, including custom templates.

2

Pull financials from Excel into slides

Point Decky at your financial model – it extracts the right numbers, formats them into on-brand tables and charts, and drops them into the correct slide. No more manual copy-paste from Excel into PowerPoint.

3

Generate first-draft transaction slides

Provide a deal brief, a target profile PDF, or comparable transaction data – Decky generates a first-draft section of the pitch book with logical narrative flow, headline messages, and structured content ready for the team to refine.

4

Consistency check across the entire deck

Before it goes to the MD or the client, Decky scans the whole deck for inconsistencies: numbers that don't match across slides, ticker symbols used differently, date formats that vary, or sections that contradict each other.

5

Fast turnaround on CIMs and management presentations

Decky is particularly effective for high-volume, time-pressured deliverables like CIMs and management presentations where the structure is known but the content population and formatting take hours of analyst time.

Banking deliverables Decky AI handles

Pitch Books

Buy-side and sell-side pitch books, including tombstone pages, league tables, team credentials, and transaction overviews.

Investment Committee Memos

IC memos with investment thesis, deal structure, risk factors, financial summary, and return analysis.

Confidential Information Memoranda

CIMs with executive summary, business overview, financial model outputs, and transaction process description.

Management Presentations

Company overview decks, roadshow materials, and lender presentations with consistent formatting throughout.

Fairness Opinion Materials

Valuation materials, financial analysis presentations, and board committee presentations.

Deal Process Documents

Process letters, bid instruction memos, and Q&A summaries formatted to house style.

Confidentiality by architecture

Deal confidentiality is fundamental in investment banking. Decky AI is built so that slide content is processed entirely in your browser – it never reaches any external server. Material non-public information stays on your device.

  • Slide content and deal data are never sent to any server
  • No content is stored, logged, or used for AI training
  • Runs inside your existing PowerPoint – no separate app to install
  • GDPR-compliant, EU-hosted backend for tool features (web search, icon library)
  • Enterprise plans available with custom DPAs and IT review

Frequently asked questions.

Find quick answers about Decky AI. Reach out to us directly for more information.

Will Decky AI be trained on your slides or client data?
No. Decky AI is never trained on your slides, documents, or any client-related content. Your data is used only to process your request in real time and is never reused or added to model training.
Does Decky AI help with the content or only the formatting?
Beyond layout and design, Decky AI also checks your slide content for logic errors, typos, grammar issues, inconsistencies, awkward phrasing, and enforces style guidelines (e.g. consistent number formats, capitalization, citation style, tone).
How do I pull in data / integrate existing data sources for slides?
Decky AI supports data integration. It can connect to your company's knowledge sources (files and images) and fetch relevant facts, insights or supporting data for your slides from the web.
Can I generate slides from scratch using Decky AI?
Yes, Decky AI allows slide generation from scratch. You can start with just a topic, a rough outline, a document, or even plain notes, and Decky will generate a fully structured slide deck: with logical flow, headings, visual hierarchy, charts/visuals if needed, and design-ready formatting.

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