Agent Dashboard

Select an AI agent to get started.

Segment Analyzer

Data-driven market segmentation and client portfolio analysis.

Coming Soon

Meeting Recaps & Pitch Decks

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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Something Went Wrong

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

✗

Something Went Wrong

Research & Newsletter

Targeted Lead Magnet Report

Enter a PE firm's website to analyze their portfolio and generate a branded industry report.

PE Firm Website URL *

Your data is processed securely. No data is stored permanently or used for AI training.

Analyzing Portfolio

Scraping website and identifying portfolio companies. This takes 15-20 seconds.

Select a Research Direction

Or enter a custom topic

Generating Your Report

Starting...

This typically takes 2-3 minutes.

✓

Report Ready!

Your industry report has been generated.

Download .pptx

Edit Individual Slides

Select a slide to refine its content with AI.

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Something Went Wrong

Monthly Newsletter

Generate a comprehensive, data-driven credit market newsletter with charts and analysis.

Topic Focus (optional)

AI will research current market conditions and propose newsletter angles.

Researching Market Conditions

Analyzing current economic data and proposing newsletter directions. This takes 15-20 seconds.

Select a Newsletter Direction

Choose a direction for this month's newsletter, or enter a custom topic.

Or enter a custom topic

Generating Your Newsletter

Starting...

This typically takes 3-4 minutes (researching data, generating charts, building slides).

✓

Newsletter Ready!

Your monthly newsletter has been generated with data charts and analysis.

Download .pptx

Edit Individual Slides

Select a slide to refine its content with AI.

✗

Something Went Wrong

Deep Research

McKinsey-quality, in-depth research reports on specific sectors, themes, or market dynamics — powered by AI.

Under Development

This feature is currently being built and will be available soon. It will deliver comprehensive, data-backed research reports tailored to your strategic focus areas.

Compliance Score

Compliance Scorer

Upload a document to analyze for FINRA/SEC compliance, brand alignment, and regulatory risk.

Upload Document *

Drag & drop or browse

.pptx, .pdf, .docx, .txt — max 10MB

Your document is encrypted and analyzed securely. Files are retained for audit compliance (6 years per FINRA Rule 4511).

Analyzing Document

Starting compliance analysis...

This typically takes 30-60 seconds (extracting text, scanning language, running AI analysis).

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Document Name

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0 Medium

0 Low

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