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
Microsoft PowerPoint
Problem statementConfidential

Executive summary

While your team formats slides, the best deals move on.

This is what your analysts waste their time on:

01Rebuilding P&Ls from PDFs
02Updating decks after every minor change
03Checking if the numbers in the deck match the model
04Reapplying formatting rules your firm defined ten years ago
pleasefix.aiConfidential

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

Random AI

Generated the slide in

PowerPoint

Powerpoint.

You

But those are the wrong numbers
and the wrong master layout??

real issue

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.


market reality

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.

chatgptRead financial inputs
claudeExtract key assumptions
claudeSummarize financial model inputs
powerpointCIM created
excelLBO model built
Pleasefix

Pleasefix

One platform for the work behind every deal.

2 min agoJames

What's the financial performance of Project Moonshot?

PleasefixPleasefix2 min ago

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

1 min agoJames

Compare with sector comparables.

PleasefixPleasefixJust now

Pulled from Pitchbook. Company trades below median on margin.

Creating table

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.

Professional working on a laptop

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.

SOC 2 Type II compliantFull visibility over data and activity logsYour firm owns the data and outputs, always

Pleasefix works with

Claude
Claude
Gemini
Gemini
ChatGPT
ChatGPT

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.


collaborative memory

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

powerpoint

IC deck builder

Owned
excel

Quarterly reporting

Invited

Formats

2 formats

excel

IBAA Style

powerpoint

Moonshot Style

Memories

2 memories

Modeling Best Practices

Individual

Investment Thesis & Target Returns

Project

shift

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.

Microsoft Outlook
Fred Wrightto me, James, Laura — 11:47 PM

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.

Microsoft Outlook
Working on Project Moonshot
PleasefixPleasefix2 min ago

I see 6 issues from Fred's email. I'll fix them across your Excel model and PowerPoint deck. Starting now.

Microsoft PowerPoint

Comps table synced to the model

Microsoft Excel

Sensitivity analysis rerun with the assumptions

Microsoft PowerPoint

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.