AI Software for Investment Bankingdue diligence, pitch books & financial document automation
Pureblue is AI software for mid-market investment banks and private equity firms. An AI deal-team analyst that automates due diligence, drafts CIPs and pitch books, and builds consolidated financials from data-room documents — inside controlled, reviewable workflows. In production on live deals today.
Download the 1-page overview (PDF)Book a 20-minute demo
Live investment banking workflows — not slides.
Deal-Team Analyst
Assembles CIP sections from data-room documents, builds consolidated financials from messy Excel, and drafts company and sector research your senior bankers review instead of write.
The work it takes off your team's plate
Not a chatbot bolted onto your website — deterministic workflows that plug into your systems and do the work end to end.
CIP / CIM Builder
Analysts burn 60–80 hours per deal assembling, formatting, and version-wrangling the confidential information presentation.
The AI teammate drafts CIP sections directly from the data room — company overview, financials, market sizing — and your team edits instead of assembles.
Consolidated Financials
Multi-entity financials arrive as inconsistent spreadsheets that take days to normalize.
Statements are parsed, mapped to a standard chart, and consolidated with every number traceable back to its source file.
Company & Sector Research
Comps, precedent transactions, and industry context are rebuilt by hand for every pitch.
Sector valuation context, NAICS-aligned comps, and M&A activity are compiled automatically and kept current for every live deal.
Proven on live deals
In production with a mid-market investment bank, with the deployment expanding
CIP-builder and consolidated-financials workflows productized from real engagements
Deterministic, reviewable outputs — built for a business where a wrong number kills trust
Frequently asked questions
What can an AI analyst actually do on a live deal?
It drafts CIP and CIM sections directly from data-room documents, consolidates multi-entity financials from inconsistent Excel, and compiles comps and sector research. Your deal team edits and approves — it never sends anything client-facing on its own.
How do you keep deal materials accurate?
Every workflow is deterministic and auditable: each number in a consolidated statement traces back to its source file, and drafts go through your bankers before anything leaves the building. The AI does the assembly; humans keep the judgment.
What does it cost for a bank our size?
A fixed-scope implementation of $20–75K to build and deploy the deal-team analyst, then $50–60K per year covering hosting, models, monitoring, and improvement — less than an analyst's loaded compensation, without the turnover.
Is our deal data kept confidential?
Yes. Workflows run in controlled infrastructure with full audit trails, and your data is never used to train shared models. Confidentiality is a design constraint, not an afterthought — it's why the platform is workflow-based rather than a general chatbot.
See it running on work that looks like yours
A 20-minute demo of investment banking workflows running live — not slides. Tell us what you'd automate first and we'll build the demo around it.
Fixed-scope implementation
We design, build, and deploy your first AI teammate and its workflows — live in weeks, not quarters.
Platform subscription
Hosting, models, monitoring, and continuous improvement included. Priced against a hire, not a software seat.
Augmentation, not replacement
Your people handle judgment calls; the AI teammate handles the repetitive work between them.
Ready when you are
Tell us what you'd automate first — the form takes thirty seconds.