Use case · Transaction advisory · Updated October 2026

AI decks for transaction advisory, diligence, and forensics

UltraPoint turns data-room files and workpapers into due-diligence findings, valuation readouts, forensic and audit-committee materials, and restructuring decks in the firm’s own format. Figures are computed in code and keep a claim-by-claim audit trail to the page they came from, and decks export as native, editable PowerPoint.

Diligence findings, valuation readouts, and forensic reviews with the structure and polish clients expect from a top-tier advisor, built from the data room in your firm’s exact style, in minutes instead of days.

What advisors ship with it

• Financial due diligence. Findings on earnings quality, net debt, and working capital, laid out for buyers and lenders.
• Commercial & operational diligence. Market, customer, and operational findings structured into an investment-grade readout.
• Forensics & investigations. Findings and evidence summaries for audit committees, boards, and counsel.
• Restructuring & turnaround. Liquidity, options, and stakeholder materials prepared under time pressure.
• Valuation readouts. Conclusions and the reasoning behind them, with every input traced to its source.
• Proposals & credentials. Scope, approach, team, and fees in a proposal that meets the firm’s standard.

Built for advisors

• Hit every reporting deadline. Turn workpapers and data-room files into a structured findings deck in minutes, so the hours go to the analysis.
• Make every finding traceable. Figures are computed in code and keep a claim-by-claim trail to their source — the standard your reviewers already hold you to.
• Take on more engagements. One firm template and one standard of output, whichever team staffs the deal.

Professionals at KPMG, Alvarez & Marsal, and Teneo are among the 3,000+ building on UltraPoint.

How it works

Every deck is staffed like an engagement — a sequence of AI specialists mirroring how a team actually works: an engagement manager reads the brief and sets the approach; a diligence analyst indexes every page of every file; a research analyst fills gaps the files don't cover; a financial analyst computes every figure in code; a senior associate drafts the argument slide by slide; a presentation specialist builds each slide in your style. The result exports as native, editable PowerPoint, with a claim-by-claim audit trail behind every number.

Built for confidential work

• Isolated workspaces. Row-level database policies scope every file and deck to your workspace.
• Never used for training. Your documents and decks never train our models, and AI providers are contractually barred from it.
• Encrypted throughout. Data is encrypted in transit and at rest with our infrastructure providers.
• Viewer and editor roles. Decide who can see each deck and who can change it.
• Sharing is opt-in. Nothing leaves the workspace unless someone shares it, and links can be read-only.
• Single sign-on. SSO and advanced admin controls on Team and Enterprise plans.

From the AI tools you already use

Through the MCP server, decks can be generated directly from Claude, ChatGPT, or Cursor, from inside the chat where the analysis happened. See the MCP integration docs.

Frequently asked questions

Can UltraPoint draft a due-diligence findings deck?

Yes. Upload the data-room files, analyses, and notes; it indexes every page, structures the findings, and builds the deck in your firm’s template.

Can reviewers check where each figure came from?

Every deck keeps a claim-by-claim audit trail recording what was traced to which source, what was verified, and what was removed.

Can we rebuild an existing report in our template?

Yes. Upload a deck or PDF and UltraPoint rebuilds it in your firm’s template, keeping the content.

Is client material kept confidential?

Workspaces are isolated by row-level database policies and visible only to your team. Uploaded documents and generated decks are never used to train models.