Generate Engagement Proposal

Enter client details below to generate a personalized Bankers Edge pitch deck.

Company Website URL *

Meeting Notes *

Upload a Read.ai meeting PDF or any PDF with meeting notes.

0 words — Minimum 30 words for a quality deck. Include attendees, topics discussed, agreements, and next steps.

Additional Notes (optional)

Your data is processed securely and auto-deleted within 48 hours. No data is stored permanently or used for AI training.

Generating Your Deck

Starting...

This typically takes 30–60 seconds.

✓

Deck Ready!

Your personalized engagement proposal has been generated.

Download .pptx

Edit Individual Slides

Select a slide to refine its content with AI.

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Client Pitch Deck

Select slides from the Bankers Edge pitch deck to include in a customized version.

Client Company Name (optional)

Client Website URL (optional — for logo)

Slides to Include

Who We Are 6 slides

1. Title 2. About Us 3. Our Team 4. Why Us 5. Process Overview 6. Transaction Experience

Capital Markets Solutions 10 slides

7. Our Services 8. Capital Markets Divider 9. Capital Markets Menu 10. Debt Advisory 11. Debt Advisory Detail 12. Deal Structures 13. Equity & Private Placement 14. Bridge Financing 15. DIP Financing 16. Real Estate Solutions

Loan Portfolio Solutions 19 slides

17. Loan Portfolio Divider 18. Forward Flow Divider 19. Forward Flow Menu 20. Forward Flow Detail 21. Forward Flow Benefits 22. How We Can Help 23. FF Scenario 1 24. FF Scenario 2 25. FF Scenario 3 26. FF Scenario 4 27. Loan Structures Divider 28. Market Opportunities 29. Loan Sale Expertise 30. Credit Risk Transfers 31. NAV Financing 32. NAV Financing Benefits 33. PE NAV Liquidity 34. Private Credit NAV 35. Distressed & Opportunistic

M&A Advisory 3 slides

36. M&A Divider 37. M&A Overview 38. M&A Process

Closing 1 slide

39. Thank You

Your data is processed securely and auto-deleted within 48 hours. No data is stored permanently or used for AI training.

Generating Your Deck

Starting...

This typically takes 5–10 seconds.

✓

Deck Ready!

Your customized pitch deck has been generated.

Download .pptx

✗

Something Went Wrong

Generate Client Pitch Deck - New

Select sections to include and optionally customize with a client name and logo.

Client Company Name (optional)

Client Website URL (optional — for logo)

Sections to Include

Who We Are 6 slides

1. Title 2. About Us 3. Our Team 4. Why Us 5. Process Overview 6. Transaction Experience

Capital Markets 10 slides

7. Services Overview 8. Capital Markets Divider 9. Capital Markets Menu 10. Debt Advisory 11. Debt Advisory Detail 12. Deal Structures 13. Equity & Private Placement 14. Bridge Financing 15. DIP Financing 16. Real Estate Solutions

Loan Portfolio Solutions 19 slides

17. Loan Portfolio Divider 18. Forward Flow Divider 19. Forward Flow Menu 20. Forward Flow Detail 21. Forward Flow Benefits 22. How We Can Help 23. FF Scenario 1 (Original) 24. FF Scenario 2 (v1) 25. FF Scenario 3 (v2) 26. FF Scenario 4 (v3) 27. Portfolio Structures 28. Market Opportunities 29. Loan Sale Expertise 30. Credit Risk Transfers 31. Credit Facility / NAV 32. NAV Financing Benefits 33. PE NAV Liquidity 34. Private Credit NAV 35. Distressed & Opportunistic

M&A Advisory 3 slides

36. M&A Divider 37. M&A Overview 38. M&A Process

Your data is processed securely and auto-deleted within 48 hours. No data is stored permanently or used for AI training.

Generating Your Deck

Starting...

This typically takes 10–20 seconds.

✓

Deck Ready!

Your client pitch deck has been generated.

Download .pptx

✗

Agent Dashboard

Meeting Recaps & Pitch Decks

Research & Newsletter

Compliance Score

Segment Analyzer

Generate Engagement Proposal

Generating Your Deck

Deck Ready!

Edit Individual Slides

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Client Pitch Deck

Generating Your Deck

Deck Ready!

Something Went Wrong

Generate Client Pitch Deck - New

Generating Your Deck

Deck Ready!

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Targeted Lead Magnet Report

Analyzing Portfolio

Select a Research Direction

Generating Your Report

Report Ready!

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