Are there any AI tools that can streamline CIM review and analysis?

investor profile

June 24, 2025

by an investor from University of St. Andrews in London, イギリス

Hi, I am looking for tools that can help make reviewing CIMs more efficient - whether that’s summarizing key points, creating insightful slides, building basic financial models, or generating visualizations. I’m aware of V7 and Mosaic, but curious if there are other options that people have found useful. Thank you!
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Reply by a searcher
from University of Virginia in New York, NY, USA
The most helpful tool I've used is ETA IQ (www.etaiq.com) - not AI at all, but they have a built-in financial model specific for Searchers / SMB acquisitions. I use it to quickly pressure-test deals and see if they pencil out based on my criteria. Prior to that, I tried experimenting with a bunch of different LLMs (ChatGPT, Claude, Gemini, etc)... I've actually found that they're not very great with numbers (the frequency of errors and inaccuracies were quite high).
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Reply by a searcher
from University of Kansas in Kansas City, KS, USA
I'm using ChatGPT 4o's Project capability to quickly assess and compare CIMs and financials per my criteria, but also to identify industry headwinds/tailwinds, and to get a head start on questions needing to be addressed in due diligence.
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