Pitch Agent — ibizai Claude for Financial Services

What the Agent Produces

Eight structured sections, generated from your deal context — no fabricated figures, no invented data.

Executive Summary One-paragraph overview of the company, the transaction, and the key value proposition.

Company Overview Business model, revenue streams, competitive position, and operational footprint.

Investment Highlights Four to six bullet points capturing the most compelling value drivers for the target audience.

Market Opportunity TAM, growth dynamics, and the company's positioning within the addressable market.

Proposed Transaction Deal type, structure rationale, and strategic logic for the transaction.

Valuation Approach Methodology (comps, DCF, precedent transactions) appropriate for the sector — no fabricated multiples.

Key Risks & Mitigants Three to four real risks with corresponding mitigants — no material risks hidden.

Next Steps Proposed process timeline and immediate action items for the advisory team.

Generate Your Pitch Document

Provide deal context and company details. The agent produces a structured first-draft pitch narrative across eight sections.

Draft only — for qualified professional review before any use. Not investment, legal, or compliance advice. Do not include material non-public information.

Company Name *

Sector / Industry *

Transaction Type

Target Audience

Company Description *

Financial Highlights

Deal Rationale / Investment Thesis

Geography / Jurisdiction

Output Language

How It Works

The Pitch Agent is ibizai's implementation of the Anthropic Claude for Financial Services pitch reference agent, adapted for cross-border M&A and capital markets transactions across Latin America, the Caribbean, and Iberia. Output is available in English, Spanish, and French.

You provide the company description, deal context, and optional financial highlights. The agent uses Gemini 2.5 Flash to generate a structured eight-section narrative — grounded entirely in what you provide. No external financial databases are called; no figures are invented.

Important: All output is a first draft for qualified professional review. Do not use this tool with material non-public information. Verify all figures, market data, and legal characterizations before any client use or distribution. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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