Finance intelligence for deal work

The advisory desk for deal teams.

Structured AI workflows for M&A, valuation, restructuring, fundraising and CFO engagements. Pick an advisor role, work the deliverable step by step, and receive a professional, sourced output. New accounts start with metered credits.

Start free — 100 credits How we handle data

Advisor roles: M&A to CFO
Usage: Metered credits
Documents: Ephemeral

Quality of earnings reviewSample run

Adjusted EBITDA bridge

+$2.84mIllustrative — reported EBITDA $9.10m → adjusted $11.94m

Scope inputs and flag missing diligence data
Normalize EBITDA and isolate one-time adjustments
Draft the issue list with a verification disclaimer

Ephemeral document parsingServer-side keys

Provider keys stay server-side — never in the browserDocuments parsed in memory, never written to diskEvery figure flagged for source verification

How it works

Three steps from a blank engagement to a finished deliverable.

No prompt engineering. Each role ships with structured deliverables, so the work product follows a defined path instead of a freeform chat.

Pick an advisor role

Choose the practitioner the engagement needs — Transaction, Valuation, Restructuring, Fundraising, Board & Governance or Fractional CFO.

Each role carries its own system context and a curated set of deliverables.

Work the deliverable step by step

Upload source documents, answer targeted questions, and move through each step. The model builds on the prior step rather than starting cold.

Documents are parsed in memory for context and never stored.

Get a professional, sourced output

Receive a structured advisory output — issue lists, bridges, covenant reads, board packs — formatted for the engagement and marked for source verification.

Export as markdown and carry it into your own working papers.

Advisor roles

One desk, the practitioners a deal actually needs.

Every role is purpose-built for its discipline, with deliverables that match how the work is really done.

Transaction Advisor

M&A structuring, contract review and QoE work.

Valuation Advisor

Comparable multiples, DCF and sensitivity ranges.

Restructuring Advisor

Covenant models, cash monitoring and asset recovery.

Fundraising Advisor

Investor targeting, pitch prep and financial models.

Board & Governance

Board packs, scenario reads and compliance review.

Fractional CFO

Live financials, forecasting and strategic planning.

Why DealDesk

Managed where it matters, transparent where it counts.

The model layer is built for confidential finance work — keys stay server-side, documents stay ephemeral, and usage is metered per generation.

Managed, metered LLM access

Provider keys live server-side and never reach the browser. Every generation is metered against your credit balance, so usage stays predictable and auditable.

Ephemeral documents

Uploaded financials are parsed in memory for context, then dropped. Nothing is written to disk or database.

Multi-provider routing

Anthropic, OpenAI and more sit behind one interface. Route by model alias without changing how you work.

Versioned prompts

Deliverable steps and prompts are versioned. Publishing a change archives the prior version for a clean audit trail.

Security and privacy

Your documents are never stored.

Uploaded financials are parsed in memory for context, then dropped — not written to disk or database. Provider keys stay server-side, and your data is never used to train models.

Ephemeral uploadsServer-side keysNo training on your data

Read the security overview

Pricing

100 creditsFree on signup

Start free with metered starter credits and run a full deliverable end to end. Move up to managed monthly access as your deal flow grows.

See plans

Start today

Run your next deliverable on a real advisory desk.

Create an account, pick a role, and work your first deliverable with starter credits — no payment required to begin.

Start free — 100 credits Sign in