25Associates

25Associates

AI Agent for Investment Banking Documents

0upvotes
Launched October 15, 2026

About 25Associates

25Associates is an innovative AI-powered tool designed specifically for investment banking professionals. It streamlines the creation of key deal documents such as one-pagers, teasers, and information memoranda (IMs), transforming complex data into polished, standard-compliant presentations. Users can select a company, upload relevant documents, and receive an editable PowerPoint presentation along with a backup PDF where each figure links directly to its source, page, and quote. This transparency ensures accuracy and ease of review, saving valuable time typically spent on manual drafting and verification. The platform’s overnight drafting feature and real-time work tracking make it ideal for busy investment banking teams seeking efficiency without sacrificing quality. Currently, one-pagers are live, with IMs in beta and teasers upcoming, providing a clear roadmap for future enhancements. Its focus on automation and compliance makes 25Associates a compelling choice for professionals aiming to streamline deal document workflows while maintaining high standards.

Screenshots

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Pros

  • ✓Automates the creation of standard investment banking documents
  • ✓Ensures transparency with source-linked figures in PDFs
  • ✓Saves time with overnight drafting and editable outputs
  • ✓User-friendly interface with easy document upload and editing
  • ✓Plans are flexible with cancel-anytime options

Cons

  • ✗IMs and teasers are still in beta, potentially limiting full functionality
  • ✗Limited user reviews or widespread adoption as of now
  • ✗May require initial setup to align with specific bank standards

Use Cases

1Creating pitch books and teasers for potential deals
2Drafting information memoranda with source-linked figures
3Preparing standardized investment summaries for clients
4Streamlining document revisions and updates
5Automating repetitive document formatting tasks
6Supporting fast turnaround during deal negotiations

Pricing

Pricing not verified

Quick Info

Upvotes0
Comments3
Launched10/15/2026

Topics

FintechArtificial IntelligenceFinance

Makers

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