Deliverables AI @DeliverablesAI

Everyone talks about AI transforming documents. But what can it actually do reliably today? New research shows AI achieves 85-90% accuracy extracting facts from single documents. Think of it as a fast reader with perfect recall finding specific clauses or dates.

Junior team members can now produce senior-quality deliverables from day one. How? Configure your best practices into an AI agent once. Your London analysts create work matching your New York seniors. Scaling expertise without diluting quality.

Soon you'll tell AI agents "prepare investment analysis on Company X" and they'll handle everything. Research, modeling, memo writing, slide creation. Analysts become strategists, not formatters.

The most successful teams treat AI as a force multiplier, not a replacement. They've identified where AI excels and built workflows leveraging those strengths while maintaining human oversight. It's not about perfect AI. It's about smart collaboration.

Should you hire more analysts or more deal originators? This boutique investment bank found a third option: use AI for research and document prep, then hire senior bankers who bring in deals. Sometimes the best talent strategy isn't about headcount.

Senior professionals can finally focus on what matters: analysis, insights, and client relationships. Not formatting. Not data entry. Not recreating documents they've made hundreds of times. Just the high-value work that drives results.

Training new analysts takes months. Teaching them to prepare M&A documents? Even longer. But what if AI could handle the heavy lifting while your team learns the relationship side? That's exactly what this specialized tech M&A firm discovered.

Your monthly portfolio review has a specific flow perfected over years. Now you can encode that entire methodology into an AI agent. It remembers your metrics, your narrative structure, your visual standards. Then reproduces that quality automatically.

Three updates that transform workflows: slides in one click, agents that think like your best people, knowledge that updates instantly. This isn't about replacing expertise. It's about amplifying what your team does best.

Different AI models excel at different document tasks. OpenAI hits 91% on structured reasoning. Claude leads in multi-tool research. Gemini handles very long documents best. The lesson? Pick the right tool for your specific document challenge.

Traditional chatbots rely on pre-trained knowledge for one-shot answers. Deep Research AI formulates sub-questions, searches for relevant information online, evaluates credibility, and synthesizes results into cohesive documents. That's the difference.

Multi-step reasoning shows promise but needs oversight. When AI must combine info from different document sections or normalize data between quarters, accuracy hovers around 65-80%. Use it for acceleration, not automation. The time saved still beats manual work.

15 years ago, Aaron Solganick started his firm to focus exclusively on tech M&A. Today, he's discovered that the same focus applies to tools: specialized beats generic every time. Especially when millions of dollars are on the line.

Market analysts can offload hours of fact-finding to Deep Research AI. Product teams can scan thousands of support tickets in minutes. Academics can gather references across journals instantly. The productivity gains are real.

What document tasks can you automate with confidence? Extracting specific facts, finding dates and entities, pulling data from tables, answering questions with direct quotes, and creating initial summaries. These hit 80-90% accuracy consistently.

The best AI presentation tools understand finance workflows. Upload a data room with hundreds of documents. Get an investment memo draft with proper formatting, citations, and industry terminology.

We're watching AI evolve from simple Q&A chatbots into autonomous research agents. Sam Altman calls it "the single biggest productivity lever we see this decade." The era of robotic research assistants has only just begun.

Why do professionals spend time recreating documents they've made hundreds of times? Our agents eliminate that redundancy. Focus on analysis and insights while AI handles the formatting and data entry. This is how senior professionals should work.

The future of document processing isn't human or AI. It's human and AI, each doing what they do best. AI handles mechanical extraction and initial analysis. Humans provide judgment and strategic thinking. That future is already here for teams ready to embrace it.

When your analysts spend weeks on research instead of client meetings, something needs to change. That's why this boutique investment bank turned to AI - not to replace their team, but to amplify what they do best: building relationships that close deals.