Close more deals.Cut CIM production from hours to minutes.
MergerAI is the AI platform built for investment banks. From diligence request lists to AI-generated CIMs, run your deals in one SOC 2-compliant workspace.
- SOC 2 compliant
- Your data never trains AI models
- Your data stays confidential
Book a demo
A polished CIM in minutes, not hours.
MergerAI reads your diligence files and produces a polished CIM draft on demand. Your team spends its time sharpening the story, not assembling it.
Stop chasing clients for files.
Build a request list and share it with your client, so they know exactly which files you need. They can say, right in the app, whether they will or won't provide each one. AI then tracks which files have arrived and which haven't, saving you hours of manual auditing.
Pull files from where your client already keeps them.
Upload files from your desktop, or import files and folders from services such as Dropbox, Box, Google Drive or SharePoint into the deal's data room, with the folder structure intact. Click Sync now to keep imports current: new files are added automatically, and changes and deletions wait for your approval. Every file shows where it came from, and AI can answer questions about everything you bring in.
- Dropbox
- Box
- Google Drive
- SharePoint
No more manual filing.
AI categorizes and sorts incoming files at your command, so the room stays organized as files arrive.
Ask anything about the deal.
Query financials, contracts and competitive data in plain English, with the source files listed under every answer.
See the provisions that matter, highlighted.
Pick the provisions to look for from a 25-provision library, your request list, or your own, up to 15 per deal. When anyone on the deal opens a PDF, Word or PowerPoint file, each provision is highlighted in its own color, with a side panel listing every match and page. Export everything to Excel in one click.
A curated data room for buyers.
When you're ready to go to market, create one data room for all your buyers and choose exactly which files they can see. Buyers get only the files they need, the rest of the seller's files stay private, and you manage each person's access at a granular level.
Available with the buyer data rooms option. See pricing.
SOC 2 compliant. Your data stays yours.
MergerAI is independently audited to SOC 2 standards, so sensitive deal data is protected and confidential information stays private. Your data is never used to train AI models.
See it on your own deal.
We'll show you how MergerAI saves your team hours on every deal.