AI for Investment Management and Consulting
Convert data rooms into source-linked presentations with an embedded AI chatbot that answers investor questions with citations
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Research, Diligence and Presentations Made Effective
Dataroom intelligence
Ingest, Link and Understand Everything
RainMakerz reads every page across your data room—PDFs, Excel files, and Word documents—extracts material factors with page-, clause-, and cell-level citations, flags inconsistencies, and applies finance- and consulting-tuned analysis so no critical detail is missed.
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AI-INTEGRATED CHATBOT
Conversational Q&A Over Your Materials
Ask in plain language for real-time answers, compare terms and slice metrics, then one-click turn any reply into draft memo text. After sharing, investors can query the deck and data room directly; every response includes drill-down citations for a fast, auditable review.
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AI-generated presentations
Answers with Citations, Not Guesswork
Turn source documents and live metrics into board-ready IC decks, investmentmemos, and consulting deliverables. RainMakerz drafts the storyline,auto-visualizes KPIs, suggests speaker notes, and preserves line-of-sight fromevery number to its origin—so updates take minutes, not rebuilds. Output to PDF or publish as a secure web page.
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Content & Viewer Analytics
See What Resonates, Fix What Doesn't
Track how partners, IC members, LPs, and clients engage: slide-level heatmaps, time-on-page, drop-offs, and the exact questions they ask the chatbot. Compare engagement across deals and audiences, surface sticking points, and feed insights back into RainMakerz so the next draft lands on the first pass.
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How It Works
Drop in PDFs, Excel, and Word files. RainMakerz parses and indexes everypage, clause, and cell, extracts tables and figures, de-duplicates, and linkssources across the data room. In minutes your corpus is ready for synthesis andanalysis, so you can ask questions, compare terms, and generate cited memos andslides.
Use the RainMakerz intelligence engine to read, search, and analyze yourdata room, decks, and models. Run deep research on your documents and acrossthe web, with page, clause, or cell citations and reconciled figures. Draft andedit your analysis in-app, then export source-linked findings and outlines forIC packs, client deliverables, and slides.
Create visually stunning presentations in minutes, start with a prompt, attach documents for context, or convert your analysis into slides. RainMakerz structures the story, builds charts, and links every figure to its source. Export as PDF or publish a secure web link for real-time collaboration.
See how decks and data rooms are actually used: slide-level heatmaps,time-on-page, drop-offs, file opens, and the exact questions asked to thechatbot. Compare engagement by viewer and deal, surface sticking points, andfeed insights back to the AI so the next draft lands first time.
Decision Making from Start to Finish
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Secure Data Room Links

Organize and control access to all your deck materials and supplementary documents in a single data room.

Beautifully Designed Blocks

Choose from a library of beautiful blocks to create polished, professional slides without a designer.

Embeded AI Chatbot

Ask anything from financial metrics to market benchmarks and get instant, accurate answers.

Content & User Analytics

See which slides resonate most, how long investors spend on each section and optimize accordingly.

Team Collaboration

Invite your team, assign tasks, comment in real time and keep everyone aligned.

Mobile Friendly

Access your decks, data room and chatbot on the go, fully responsive for smartphones and tablets.

Beautiful Responsive Blocks to Elevate your Presentations
Industry Relevant Templates to get a Head-Start
For VC and PE Funds
From data room to ICvote: auto-generate memos/decks, run source-cited Q&A, and track engagement to evaluate more deals with the same team.
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For Family Offices
Standardize diligence across managers: side-by-side comparisons, source-linked answers, and secure sharing with principals.
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For Management Consultants
Client-ready analysis, not slide work: mine data rooms, produce cited board deliverables and cut deck-building hours to protect margins.
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No One-Size-Fits-All
Every firm works differently—pricing adapts to your workflows