For Investment Bankers

Close Deals, Not PowerPoint

While you're perfecting pixel alignment at 3am, deals are moving without you. Zibly creates institutional-quality pitch books, CIMs, and financial models with the thoroughness they require.

We've Lived Your 100-Hour Weeks

All-Nighters for Formatting

You didn't go to Wharton to align logos and update page numbers until 4am

Version Control Hell

"Pitch_v47_FINAL_FINAL_USE_THIS_ONE.pptx" - sound familiar?

Missed Opportunities

While you're updating comps, your competition is winning mandates

Your AI Associate That Never Sleeps

From first pitch to final close, Zibly handles the heavy lifting

Pitch Books & CIMs

Upload company data, get back polished presentations with all the essentials

Company overview
Investment highlights
Transaction rationale

Valuation Analysis

Comprehensive valuations with all standard methodologies, ready for committee

DCF analysis
Comparable companies
Precedent transactions

Financial Models

LBO models, merger models, and operating models with full functionality

Returns analysis
Sensitivity tables
Debt schedules

Deliverables we often send

  • • Pitch books and teasers (PPTX)
  • • CIM outlines and summary sections
  • • Valuation packs (DCF, comps, precedents)

Popular requests

  • • Sector overviews and buyers lists
  • • Operating model clean‑ups
  • • Returns and sensitivity tables

How it works

  1. Forward materials (data room links, decks, Excel)
  2. Specify the output (e.g., 12‑slide buyer deck)
  3. Receive the deliverable, ready to finalize

Speed Wins Deals

Move faster

Draft decks and analyses quickly so you can focus on the narrative.

Stay thorough

Valuation methods and comps included, with clear assumptions.

Win time back

Spend more hours with clients and fewer in PowerPoint and Excel.

What teams say

“Zibly frees our team to focus on relationships and strategy while keeping deliverables moving.”

Win More Mandates. Sleep More Hours.

Join the top banks already using Zibly to dominate their sectors. Your first pitch book is free—experience the speed yourself.

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