The Agentic Bank

Pitchbook Builder

⬡ Decker Assembles first-draft pitchbooks and client materials.
◆ Autonomous Worker

Pulls the comps, valuation, market context and a credentials page into a house-style pitchbook. The coverage-lead agent sets the strategy and the deal-committee agent owns the narrative; this agent runs page production end-to-end, every figure tied to source.

Memory

Working The deck outline and the latest revision against deal-committee-agent comments.
Episodic Prior pitchbooks for the client and the coverage-lead agent's stylistic preferences.
Semantic House template, brand standards and standard page library.
Procedural Page-assembly playbooks per pitch type (sell-side, buy-side, financing).
Store Template library + slide store

Orchestration

orchestrator-worker A2AMCP

Harness · Managed Agents … drafting session; A2A pulls from comps, valuation and diligence agents; compaction summarises earlier revision rounds.

Tools

{ } Presentation engine API Comps / valuation / diligence inputs A2A Market context retrieval Retrieval Deal-committee-agent comment channel A2A

Evals & guardrails

  • Template + brand-compliance check on every generated page.
  • Number-tie check: figures in the deck match the source comps/model exactly.
  • The deal-committee agent owns the narrative and gates client release … this agent never sends to client.

Frontier edge

  • Multimodal layout: reads the house deck visually and lays out charts, footnotes and grids to brand standard, not just template fill.
  • Agent-mesh negotiation: A2A-pulls live comps, valuation and diligence outputs and reconciles conflicting numbers between desks before drafting.
  • Proactive drafting: anticipates the revision rounds the deal-committee agent will ask for and pre-stages alternate positioning pages.

A sample run

Trigger The deal-committee agent requests a sell-side pitch for a board meeting.
  1. 1Pull live comps and the DCF football field via A2A.
  2. 2Draft market-context and positioning pages from research.
  3. 3Assemble in the house template with the credentials page.
  4. 4Tie every number back to source; surface gaps to the deal-committee agent.
Output A complete pitchbook gated by the deal-committee agent for client release, with every figure tied back to source and revision rounds applied in place.

In numbers

median ~1 h
Pitchbook build latency
1,200
First-draft pages / week

Handoffs

More on the M&A Advisory desk