Content Studio
Securely create deal content in minutes
Upload the financials in any format. Content Studio drafts your valuation report or CIP in your firm’s template and branding, with every number linked back to the line it came from. AI does the reading and the analysis. You keep control of every figure.
- Any file format
- Your template and branding
- Every figure sourced
- Word and PDF
The story
Deal documents should not be rebuilt by hand every time.
Content Studio
From a folder of financials to a finished draft
- The problem
- Every deal needs the same numbers in several documents: a valuation, a CIP, a teaser, a deck. Each is rebuilt by hand from the same spreadsheets in the firm's template, and the versions drift apart.
- Why it matters
- The hours go into formatting and re-keying instead of the judgement a client is paying for, and a number that cannot be traced to its source is a number a buyer will challenge.
- In NeuraCap
- You upload the documents in any format. Content Studio reads them, builds the financial statements, checks that the totals tie, values the business and drafts the document in your template and branding.
- What you get
- A finished draft with every figure linked to the page and line it was read from, ready to edit and to download as Word or PDF.
- The decision it enables
- Whether the numbers are right and what goes to the client, decided by you with the evidence open beside the draft.
Anatomy of a figure
Every number in a draft carries the same four things.
- The figure
- A number in the report, such as revenue or adjusted earnings, read from your documents or calculated from them.
- Its source
- Click it and the document opens beside the report, on the page, with the line highlighted.
- Its checks
- Totals are checked against their lines. A figure that does not tie is kept as printed and highlighted with a short note.
- Its history
- The original value, then every change: who made it, when, from what to what and how. Any change can be undone.
How it works
Documents in, finished draft out.
Add the company and the documents
Create the company, then drop in its financials: P&Ls, tax returns and spreadsheets, in any format. Documents you have uploaded before stay in a list for the next report.
Choose what you are making
Pick the type of document and start. There are no questions to answer and no approval steps to click through before the draft appears.
Content Studio builds it
It reads the documents, builds the statements, checks that the totals tie, values the business and writes the document. A progress view shows each stage, and the draft opens on the finished report. The median build takes about six minutes.
You review, change and issue
Read the draft with its source one click away. Change anything by asking the assistant or typing straight into the report. Download it as Word or PDF, or issue the final version.
Full control
AI does the processing. The numbers stay yours.
Click any figure, see the source
Statement figures open the source document beside the report, on the right page with the line highlighted. Adjustments show the document, page and line, or the calculation and its inputs, with a one-line reason.
Checks sit on the figures
A quiet status line says how many values were imported and whether the totals tie. If one does not, the figure is kept as printed and highlighted with a short note. If two documents disagree, it says so in the cell.
Change a figure by asking
Tell the assistant what to change, such as a revenue figure for a given year. The statement updates in front of you, the old value struck through, and every total that depends on it moves with it.
See where a change lands
Before a change is applied to the report, you see every place the item appears, with the old and new wording. Apply it everywhere, only here, or pick the places.
Edit it like a document
Type straight into paragraphs and headings, or find and replace across the report, with undo. Calculated figures cannot be overwritten in the text, so you change what they are built from.
A trail for every change
A changed figure keeps its history: the original value and source, then each change, who made it, when, and how. Any change can be undone, and earlier versions of the report can be compared.
What you can make
Deal materials, from one set of financials.
Valuation reports
A client-ready valuation with the financials, adjustments, methods and comparables behind the range.
CIPs and teasers
Sale documents drafted from the same figures as the valuation, so the numbers match everywhere.
Pitch decks
Mandate and buyer presentations in your firm's branding, built from the same data.
Ad hoc materials
Anything else you need drafted from a client's financials, without starting from a blank page.
Your firm’s brand
Set up once, applied every time
Your header, footer, cover, Word letterhead, deck template, fonts, colours and logo are set up with you when your firm is onboarded. Every document leaves in your branding without anyone formatting it.
Your templates and past work
Drafts that read like your firm
Add your own report templates, standard wording and past reports, and the platform learns what your documents look like, so a draft follows your structure and your tone.
Secure
A client's accounts stay the client's.
Encrypted in transit and at rest
Traffic is encrypted over TLS, and stored data, including the documents you upload, is encrypted at rest. The platform runs on AWS.
Never published, never pooled
Client data is not published in the free research, not shown to other customers and not pooled with other firms' work.
Described, not badged
NeuraCap does not claim SOC 2 or ISO 27001. The security page says exactly how data is handled and what documentation you can ask for.
Who it is for
Built for the people who handle Main Street deals.
Price the listing, draft the CIP
From a client's financials to an asking price and a CIP in your template.
One set of financials, every sale document
The valuation, CIP and teaser drafted from the same figures, backed by buyer activity.
A first draft your reviewers can trace
Comps, precedents and a draft in your house style, with every figure sourced.
A sourced number for the client's plan
Value a client's business for planning, buy-sell and succession conversations.
Questions
What people ask before they upload anything.
- Is Content Studio just AI writing my report?
- No. AI reads and analyses the documents and drafts the text, but the figures are read from your documents and calculated from them, each one links to its source, and you can change any of them. You review the draft and you issue it.
- What can I upload?
- A company's financials in any format, such as P&Ls, tax returns and spreadsheets. Uploaded documents stay in a list, so the next report on the same company starts from them.
- Will the documents look like ours?
- Yes. Your header, footer, cover, Word letterhead, deck template, fonts, colours and logo are set up with you when your firm is onboarded. You can also add your own report templates, standard wording and past work so drafts follow how your firm writes.
- What do I get at the end?
- A finished draft in your template that you can edit in place, download as Word or PDF, or issue as the final version. Earlier versions are kept and can be compared.
- How long does a report take?
- The median report build takes about six minutes from the moment the documents are in. Collecting the documents from your client takes as long as it takes.
- Is it a formal appraisal?
- No. A report from Content Studio is analysis. It is not an appraisal, a fairness opinion or a recommendation, and it creates no fiduciary relationship. NeuraCap is not a broker, appraiser or adviser, and you remain responsible for the advice you give.
- Who can see my client's documents?
- Your workspace is yours. Documents are encrypted in transit and at rest on AWS, access inside NeuraCap is role-based, and client data is never published or pooled. The security page describes this in full.
- What does it cost?
- Platform access is scoped to your team, so there is no published price list. The industry research is free to read in full. The pricing page explains what each level includes.
NeuraCap is a product of Data Function Inc. Nothing produced by Content Studio is an appraisal, a fairness opinion or investment, tax, legal or accounting advice, and no fiduciary relationship is created by using it. See the full disclaimer.
See NeuraCap in action
NeuraCap can help you work on more deals securely and efficiently. Book a demo and we will walk you through Content Studio.