Turn a Slack request into company research and pitch decks

Ask it in Slack to research a company or build a pitch deck, and it does the digging and drafting for you.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"request posted in slack"]:::trig s0["pull company research data"]:::svc s1["ai synthesizes findings"]:::svc s2["reply with link in slack"]:::task trig --> s0 s0 --> s1 gx{"× research or pitch requested"}:::gate s1 --> gx p00["create google doc profile"]:::task gx -->|"company research"| p00 p10["create google slides deck"]:::task gx -->|"pitch deck"| p10 jn{"○ share finished document"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"company profile or pitch deck created"/]:::out pay{{"saves hours of analyst research time"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Messaging & NotificationsSpreadsheet & Database OpsResearch & Market IntelligenceFile & Cloud Storage
Connects
SlackGoogle DocsGoogle SlidesGoogle SheetsAnthropic

The problem it solves

Junior research analysts spend hours pulling company data, filings, and market context together before anyone can start building a pitch. That research and formatting work eats up time your team could spend on client conversations instead.

Who it fits

Boutique M&A and corporate finance teams that need fast, structured company research and pitch materials.

How it works

  1. You post a request in Slack, like research a company or prepare pitch materials
  2. The system pulls company filings, web context, and market data automatically
  3. AI synthesizes the research into a structured profile or slide-ready content
  4. A Google Doc profile or a Google Slides deck is created from the results
  5. You get a reply in Slack with a link to the finished document
What you get

Research and pitch decks ready right after you ask

Ask in Slack for company research or a pitch deck, and get a finished document link back automatically.

What you get

A structured Google Doc company profile or a ready-to-edit Google Slides pitch deck, linked back in Slack.

What you need

A Slack workspace, a Google Workspace account, an Anthropic AI account, and a database for storing company records.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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