Turn financial analysis into compelling proposals instantly
AI that learns your modeling style to generate investment memos, funding proposals, and deal summaries.
Backed by the best
Proposal writing consumes valuable analysis time
Financial analysts spend hours translating complex Excel models into executive summaries and investment memos. You build sophisticated DCF models and comparables analyses, then struggle to distill insights into compelling narratives for stakeholders. Formatting proposals, updating charts, and ensuring consistency across multiple deal documents becomes a bottleneck that delays critical funding decisions and investment recommendations.
- Reformatting Excel outputs into PowerPoint slides for every proposal
- Explaining complex financial models to non-technical executives
- Updating multiple proposal documents when assumptions change
- Writing investment thesis summaries from scratch each time
AI that transforms financial data into persuasive proposals
- Generate investment memos directly from your Excel models and financial data
- Create executive summaries that translate complex analyses into clear recommendations
- Build proposal templates that automatically update when your models change
- Produce consistent deal summaries across multiple investment opportunities
How it works
- 01
Connect your models
Link Excel files, financial databases, and market research sources to create your knowledge base.
- 02
Request proposal content
Ask for specific sections like executive summaries, valuation analyses, or complete investment memos.
- 03
Generate and refine
AI produces proposal drafts with financial details, then refines based on your feedback and preferences.
What Brainvolt brings to your workflow
Contextual Financial Intelligence
AI draws from your Excel models, market research, and comparable transactions to generate proposals with accurate financial details and source citations. Understands different valuation methodologies and investment contexts for each deal type.
Model Integration Engine
Connects directly to Excel, Google Sheets, and financial databases to pull live data into proposal narratives. Creates dynamic documents that update automatically when your underlying models change or new data becomes available.
Proposal Template Builder
Develops custom proposal formats based on your successful deals. AI learns from your best investment memos and funding proposals to create reusable templates that maintain your analytical style and presentation standards.
Team Knowledge Sharing
Captures successful proposal strategies across your team. When one analyst creates an effective investment thesis or valuation approach, that methodology becomes available for similar deals throughout your organization.
See it in action
Frequently asked questions
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