Product

Built for the actual advisory workflow

Bookbuild helps teams move from mandate brief to draft deck, revisions, and final delivery without spending the week rebuilding the same materials by hand.

Brief

Start with the deal brief, not a blank deck

Describe the company, the angle, the audience, and the deliverables. Bookbuild starts from the way an advisor would brief an analyst, not from a rigid form.

You can ask for a pitchbook, a buyer view, valuation context, or a tighter memo-style output depending on the stage of the process.

Founder-led business
Prepare the pitchbook for a healthcare services mandate with strong recurring revenue.
Include valuation, buyer fit, and our firm credentials.

Build

Generate the core deal materials

Bookbuild assembles the pages that matter: executive summary, positioning, investment highlights, comps, valuation, process, and credentials.

The output stays aligned to your firm branding so the draft already looks like something your team would send.

Bookbuild output
Investment highlights
Valuation
Buyer list

Refine

Change the draft in plain language

Tighten the valuation range. Swap comp sets. Add a management team page. Reframe the positioning for founder conversations. The workflow is iterative instead of starting over each time.

That matters most when the first draft needs to be turned around quickly for a live client conversation.

Make the comp set more conservative and add a page on customer retention.
Tighten the buyer list around strategics in ANZ and Southeast Asia.
Draft updated.

Send

Share the finished output with less friction

When the deck is ready, publish a private link or export it into your own delivery flow.

You keep the materials moving without the usual scramble around formatting, final packaging, and version confusion.

Private link Client-ready
Export Delivery flow
Tracking Engagement view

See it on a live mandate

Apply for early access and we’ll walk through how Bookbuild would handle one of your own deals.

Request Early Access