Investment Banks

Pitch books built on real precision. Published hours earlier.

ARC automates the pitch book machinery, company profiles, comps, precedents, market overviews, broker trees, process letters, so associates and VPs focus on the thinking, not the formatting. Every table ties back to FactSet, CapIQ, or PitchBook, and every page lands in the house deck template.

Workflows We Run
  • Pitch book population (profiles, comps, precedents, market overviews, football fields)
  • Teaser and CIM drafting from management deck plus data room
  • Process letter drafting and buyer tree maintenance
  • Bid analysis and best-and-final comparison memos
  • Sector and catalyst briefings on demand
  • Fairness opinion supporting analysis
  • Public comps stress testing and sensitivity
  • NDAs, process timelines, and data-room hygiene tracking
Work Products
Pitch BookTeaserCIMComps BookPrecedents BookProcess LetterOne-PagerFootball FieldBid Analysis MemoFairness Opinion Support
Relevant Pillars

Pillars that most often apply in Investment Banks.

Client-Facing Deliverables

The documents your clients actually read. Drafted in your voice, your template, your format.

Deal & Investment Work

The work that moves capital forward. Built into your underwriting templates, memo standards, com...

Research & Intelligence

Pre-read prepared. Competitive landscape mapped. Portfolio alerted on what matters.

Next Step

Pick a Workflow. Let's Build It.

A no-cost briefing is the start. Bring one deliverable that eats your team's time. We will sit with the analyst who owns it, map the pipeline end-to-end, and show you exactly what an ARC agent would do.