Use case · Investment banking · Updated August 2026

AI pitchbook generation for investment banking

UltraPoint generates banking materials — pitchbooks, valuation pages, CIM sections, deal marketing decks — from the underlying documents: filings, models, and prior books. Figures are computed in code and carry an audit trail to their sources, and the output is native PPTX in the bank's own template.

Pitchbooks are assembled under the worst possible conditions: overnight, from heavy source material, to a formatting standard enforced to the point of ritual, with numbers that a managing director — and then a client — will check. That combination is exactly what generic AI presentation tools cannot survive, and exactly what UltraPoint was engineered for.

Why the bar is different in banking

• Template discipline is absolute. Banks run rigid house formats; a deck that deviates gets rebuilt, so a tool that outputs its own design language saves nothing.
• Every number is checked. Comps, multiples, and model outputs get interrogated line by line. A figure without a source is a liability in front of a client.
• The inputs are enormous. CIMs, 10-Ks, data-room PDFs, operating models — hundreds of pages behind every book.
• The file must be .pptx. Analysts finish the work in PowerPoint; anything that exports flattened layers creates work instead of removing it.

How UltraPoint handles deal material

UltraPoint ingests the source documents — filings, models, prior decks — and runs an analyst-style pipeline over them: indexing every page, computing every figure in code, drafting the argument, then building each slide in the bank's template (uploaded from past books, or Goldman-style and other presets). The result exports as native PowerPoint shapes and charts, ready for an analyst to take the last mile, with a claim-by-claim audit trail behind every number for the checking process.

What banking teams ship with it

• Sellside pitchbooks — positioning, comps, and process pages from the underlying material.
• Valuation pages — figures computed from the model, traced to their sources.
• CIM sections and management presentations — long-form material restructured into deck form.
• Deal marketing and LP updates — consistent house format at volume.

Professionals at Goldman Sachs, Lazard, and Jefferies are among the 3,000+ building on UltraPoint. Workspaces are isolated at the database layer with role-based access and SSO — deal material stays inside the deal team.

From the tools the desk already uses

Via MCP, a banker can generate or edit deck pages directly from Claude, ChatGPT, or Cursor — useful when the analysis is already happening in an AI tool and the output needs to land in the book. See the MCP integration docs.

Frequently asked questions

Can UltraPoint reproduce our bank's exact format?

Yes — upload past books or the house template and it becomes the style every generated page follows, down to layout grammar, palette, and chart language. Presets in the styles of major banks are also built in.

How are comps and model figures handled?

Figures are computed in code from the ingested material (models, filings) rather than generated as text, and every number keeps an audit trail to its source — built for the line-by-line checking process banking runs on.

Is the export really editable PPTX?

Yes — native text boxes, shapes, and charts, not images. Analysts finish the file in PowerPoint exactly as they would a hand-built book.

How is confidential deal material protected?

Workspaces are isolated at the database layer and visible only to the team. Viewer/editor roles, read-only links, and SSO gate access; nothing is shared unless someone shares it.