Now in beta — free for early teams

AI-powered decks
for dealmakers.

BankOps.ai generates pitch books, CIMs, and client presentations in minutes. Built for investment banking analysts who move fast.

Powered by Claude — Anthropic's most capable AI model.

Get in touch

Request a demo or learn how BankOps.ai can help your team.

30+
Slide types supported
Seconds
Prompt to PPTX export
10+
AI agents per analyst
100%
Programmatic layouts

Built for banking workflows

Everything analysts need to build decks faster — from prompt to polished PPTX.

BankOps presentation editor with AI agent generating slides

From prompt to polished deck — automatically

Describe what you need and BankOps takes it from there. AI agents autonomously generate content, build layouts, compose slides, and pull in company logos and financials — no manual assembly required.

  • Content, layouts, and charts generated end-to-end
  • Company logos and financials pulled automatically
  • Full slide decks ready in minutes, not hours
AI agent pulling company logos via web image search

Company logos pulled automatically via web search

The AI agent autonomously searches the web for company logos, headshots, and other images your deck needs. No more hunting through Google Images or pestering marketing for assets — logos arrive correctly sized and placed.

  • Web image search runs automatically during generation
  • Logos, headshots, and icons placed in the right zones
  • Original high-res images stored for crisp PPTX export
AI reword tool showing original and reworded text side by side

Reword any text with AI in one click

Highlight any text block and instantly reword it — make it more formal, simplify the language, add detail, or adjust tone. AI capabilities are embedded everywhere in the editor so your team works faster without leaving the tool.

  • Reword, expand, or condense text inline
  • Respects character and line budgets for each zone
  • Works on any text or bullet list in your deck
Zone task panel with AI instructions on a specific slide area

Give AI instructions on exactly the right part of a slide

Select any zone — a chart, text block, or table — and assign a task directly to it. The AI agent reads the context of that zone and executes your instruction with precision, so you stay in control of every detail.

  • Target specific zones: charts, tables, text, images
  • AI reads surrounding context for smarter edits
  • Review changes before applying
Design system editor with theme settings and live preview

One design system. Every deck on-brand.

Define your firm's colors, typography, header bars, and table styles in one central place. Every presentation that uses the design system stays consistent — update the theme once and all decks reflect the change.

  • Central theme editor with live preview
  • Header, subheader, body, table, and chart styling
  • Changes propagate to all linked presentations
Component editor showing a tombstone template with configuration

Tombstones, stat panels, and more — templated to your specs

Build reusable slide components like tombstones, stat grids, and icon panels with your firm's preferred styling. Components are AI-aware — agents know when and how to use them, so every deal tombstone and credential slide looks exactly right.

  • Built-in and custom component library
  • AI agents auto-select the right component for each use case
  • Configurable data fields with one-click apply
Fact-check panel showing inaccurate data flagged on a company profile slide

Every claim verified — automatically

After building slides, the AI agent fact-checks every verifiable data point — revenue figures, valuations, deal sizes, market stats. Inaccurate or unverified claims are flagged directly on the slide so your team catches errors before the deck goes out.

  • Automatic verification of financials, valuations, and company data
  • Inaccurate and unverified zones flagged with visual badges
  • Verdicts include sources so analysts can confirm at a glance

Generated in under 20 minutes

These full slide decks were generated end-to-end by BankOps AI — content, layouts, charts, logos, and financials included.

Your firm's styling, built in from day one

Configure your design system — colors, fonts, header bars, table styles — and every deck your team generates will match your brand perfectly. No more reformatting. No more style guides lost in email threads.

01

Describe

Tell BankOps what you need: deal type, target company, sections, tone. Use natural language or structured prompts.

02

Generate

AI builds your deck using bank-grade templates, populates data, formats charts, and applies your firm's branding.

03

Export

Download as .pptx, share a live link with your team, or push directly to your deal room. One click.

Your entire team, leveled up

From analyst to MD — BankOps.ai gives every role the edge they need.

MD

Managing Director

  • Focus on meetings and your network
  • Get a greater volume of higher quality analyses from your team
VP

Vice President

  • Make your team more efficient
  • Create more space and opportunities to build your business
AS

Associate

  • Get smarter faster
  • Develop your reputation as an expert in your space
AN

Analyst

  • Manage 10+ AI coding agents to do the heavy lifting for you
  • Take control of your work day
  • Faster time to insights and more polished deliverables

Pricing

Start free. Scale when you're ready.

Free Trial

Contact us for a free trial

$0
Get started
  • 1 AI coding agent per analyst
  • One design system and theme
  • Standard agent instructions
  • Standard reusable components
No backups — data may be deleted. No SLAs or uptime guarantees.
Most popular

Pro

Per analyst, billed monthly

$200 /mo
Get started
  • 10 AI coding agents per analyst
  • Version control
  • Zone tasks for AI agents
  • Multiple design systems and themes
  • Editable agent instructions
  • Create custom reusable components

Enterprise

Contact us for pricing

Custom
Contact sales

Everything in Pro, plus:

  • Physical tenant isolation
  • SOC-2 compliance
  • Single sign-on
  • Role-based access control
  • SCIM provisioning
  • Fine-grained logging for compliance
  • Disaster recovery and data protection
  • Data-at-rest encryption
  • Penetration test reports
  • IP allowlisting

Stop turning decks. Get to insights faster.

Ready to see what BankOps.ai can do for your team?

Get in touch