Practical guides for consulting, banking, M&A, insurance, and regulated industries. Learn how to automate presentation work while protecting confidential data, approved content, brand standards, and human review.
5 articles · M&A & Private Equity
How to automate pitchbook production without breaking compliance: controlled data sources, comps and profiles from approved records, native charts, wall crossing and sign off.
Where AI helps across an M&A process, where confidentiality makes it unacceptable, and the workflow controls a deal team needs before anything touches the data room.
A page by page structure for an investment committee paper, what each section must contain, and the review checklist that stops a committee debating formatting instead of risk.
A structured way to answer whether specific deal material may go into a specific AI tool, covering NDAs, inside information, personal data, the processing chain and deletion.
Thirty five checks across valuation, comps, market data, confidentiality, disclaimers and the final file, in the order an experienced reviewer works through a pitchbook.
Authors
Our founders write from first-hand experience: Florian on consulting and agentic AI, Maximilian on data protection and enterprise operations, and Robin on AI architecture and security. We share this expertise to help teams build safer, faster, and more professional presentation workflows. Regulatory content is grounded in primary sources and receives specialist review where required.
Product strategy, consulting, and agentic AI workflows
Florian writes about consulting workflows, professional presentations, company knowledge, and the controlled adoption of agentic AI.
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Strategy, enterprise operations, and data protection
Max writes about management consulting, enterprise adoption, data protection, and the operating controls required for AI in regulated organisations.
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AI infrastructure, software architecture, and security
Robin writes about AI architecture, secure data flows, software engineering, PowerPoint systems, and scalable enterprise integrations.
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