Please
fix.
Two words your analysts won't hear again. Pleasefix removes the operational work around a deal. Your team can focus on the work that moves it forward.
- One collaborative platform, integrated everywhere you work
- Best AI model for each task
- Shared memory across the firm, learns from every deal
- Full control over your IP, data and outputs
1
Executive summary
While your team formats slides, the best deals move on.
This is what your analysts waste their time on:
2
Executive summary
While your team formats slides, the best deals move on.
This is what your analysts waste their time on:
3
Executive summary
While your team formats slides, the best deals move on.
This is what your analysts waste their time on:
4
Executive summary
While your team formats slides, the best deals move on.
This is what your analysts waste their time on:
5
Executive summary
While your team formats slides, the best deals move on.
This is what your analysts waste their time on:
Executive summary
While your team formats slides, the best deals move on.
This is what your analysts waste their time on:
This is not the right template. Should be "My Firm template".
30min to fix
Redo the formatting across the deck, chart styles should match, align all boxes, check font sizes. Use action titles, be consistent in rounding and currency format.
6h to fix
Fred Wright
IC is moved to Thursday, update the returns bridge and rerun sensitivities
7:44 AM

Random AI
Generated the slide in
Powerpoint.
You
But those are the wrong numbers
and the wrong master layout??
This last mile is where most value is created. And it still breaks.
LLMs can do simple thinking and take care of separate tasks.
But getting from that to investment-ready models and decks requires context, data, and structured workflows.
Today, analysts still run that last mile manually.
Deal work runs between tools.
Unstructured data and PDFs feed the model. The model feeds the deck. The deck feeds memos and data rooms. And analysts keep everything in sync.
Finance teams don't need another AI tool. They need a system that runs the work across all of the tools they already use.
One platform for the work behind every deal.
What's the financial performance of Project Moonshot?
Revenue of $125.2 MM with 25.1% EBITDA margin. Net income negative at ($4.2 MM) due to elevated D&A. Full P&L extracted from the CIM.
Scan Project Moonshot against investment criteria
Compare with sector comparables.
Pulled from Pitchbook. Company trades below median on margin.
Best AI routing
Uses the best AI model for each task automatically.
Shared firm standards
Applies your firm's modeling and presentation standards across the entire team.
Collaborative memory
Learns and remembers your firm's way of working so the whole team works the same way.
Data integrations
Connects directly to finance databases, add-ins, tools your analysts already use.
Full transparency
Tracks every change with full transparency. Analysts can review, approve, or revert updates at any step.
Firm-wide deployment
Installed once and used across the entire firm. No extra setup or workflow configuration.

Full control over your data and IP.
Pleasefix runs inside your firm's environment. Your deal data, models, and internal knowledge stay under your control.
Pleasefix works with


No firm should rely on a single AI model.
Claude today. ChatGPT tomorrow. Something better next month.
Pleasefix automatically uses the best model for each task. Your workflow infrastructure stays independent while the technology evolves.
Your firm’s way of thinking becomes the system.
Pleasefix learns your templates, formatting rules, and deal workflows. Analysts no longer rebuild models or decks from scratch. And every deal starts from the same standards.

Skills
2 skills
IC deck builder
Quarterly reporting
Formats
2 formats
IBAA Style
Moonshot Style
Memories
2 memories
Modeling Best Practices
Investment Thesis & Target Returns
The real shift isn’t AI. It’s how work gets done.
AI tools help analysts. Pleasefix upgrades the system the firm runs on.
Before
Version 12_final.
Deck updates after every change.
Numbers that don’t match across files.
This all needs to get fixed by tomorrow
Hey team,
The client pitch is going out first thing tomorrow morning. Here's what still needs fixing:
Comps table on slide 6 doesn’t tie to the model — check the EV/EBITDA multiples
Fonts are wrong on slides 4, 7, 12 (should be firm standard)
Fix alignment across all pages
Charts on page 9 need to pull from the updated Excel
Sensitivity analysis needs to be rerun — use 8.0x–12.0x entry multiple and 15%–25% exit growth
Appendix tables are misaligned and missing borders
Get this done tonight. I'll do a final review at 7am.
— Fred
After
Models and decks stay in sync.
Firm standards run automatically.
Investment-ready output from the start.
I see 6 issues from Fred's email. I'll fix them across your Excel model and PowerPoint deck. Starting now.
Comps table synced to the model
Sensitivity analysis rerun with the assumptions
Format of deck fixed across all slides
“Goldman Stanley-style” adding to your formats

You
The Master Layout in this presentation is wrong. Use “Moonshot” template.
Pleasefix
Let’s update all slides. Will use “Moonshot” as Default for next slides moving forward.
Adjust slides to use Moonshot template
Every deal makes the system smarter.
The more your team uses Pleasefix, the more workflows run automatically. New deals start faster. Less work needs to be rebuilt.

Let your team focus on deals, not “please fix.”
Pleasefix runs the workflows across all tools your team uses.
Less time updating files. More time making decisions only experts can.