Deck Email + Finance Stack
Deck is the always on AI agent built to scale investment team productivity.
AI engineered for finance that lives across your browser, your deal files, your email, and more.
Be everywhere work happens.
Deck runs continuously in the background, handling internal work across the day and returning outputs that reflect how your firm operates.
By The Numbers
Based on observed usage across active customer teams.
Features
Everywhere you already work.
AI That Feels Like a Superpower
Work with your diligence like never before. Your always-on data analyst goes through docs and threads on the fly, even when you're out of office. Better meeting prep, smarter follow-ups, and instant analysis wherever you are.
See AI chat analyze a deal →The Work That Runs Your Day, Automated
Automate core workflows that bog down deal teams. Generate investment memos, due diligence summaries, and presentation materials from your deal documents mapped to the way you work.
See automated drafting in action →Accept Any Data Source
Deck accepts any kind of data your team works with. Ingest PitchBook reports, FactSet exports, Cap IQ data, proprietary financial models, CIM documents, and more. Transform any data source into actionable insights for faster analysis.
See how Deck works with your data →Built Around Your Process, Never Boilerplate
Deck adapts to your workflow, not the other way around. It understands how your team works and delivers outputs that fit instantly into your decks, memos, and diligence materials with no setup and no learning curve.
See how templates adapt to you →Configure
Configure template
Upload
Bring in your deal data
Workflow
Launch a firm specific workflow
Take Deck Wherever You Go
Deck meets you where you work. Its finance trained agent sits across your email, data room and models, taking the first pass on every opportunity and returning clean summaries, key metrics and next steps instead of noise.
See how Deck works with email →Deck is always online, so you don't have to be.
Scale your attention without scaling your headcount.
Run AI Shortcuts
Run prebuilt commands and prompts instantly.
Automate Tasks
Automate your most common day-to-day tasks.
Multi Track with Always On Agents
Run your core tasks across PDFs, models, and call notes.
Deck returns IC ready drafts, structured summaries, and precise answers in your firm format so human time is spent on judgment, not assembly.
In Progress
| Check | Source | Status | Notes |
|---|---|---|---|
| Revenue recognition | Revenue Build | Pass | |
| Cohort retention | Unit Economics | Review | Assumptions not well supported |
| Gross margin bridge | P&L/Balance sheet | Flag | - |
| Debt schedule | Debt Roll | Pass | - |
| KPI definitions | Output | Pass | - |
| Data freshness | All Tabs | Pass | Mismatched percentage |
| Outliers | Output | Flag | - |
| Tie out to financials | P&L/Balance sheet | Review | Forecast CAGR seem high |
| Variance vs CIM | P&L | Flag | - |
| Scenario assumptions | Scenario Tab | Pass | - |
Industry Leaders Choose Us
See what teams are saying about their experience with Deck
"Deck has tripled our deal evaluation capacity. What used to take our team a full week to underwrite, we now complete in two days. We're seeing 40% more opportunities because we can move faster through initial screening."
Managing Director, Private Credit Fund
Deal evaluation capacity
Ready to see more?
Get in touch to learn how Deck can create advantages for your team.
Frequently asked questions
Explore detailed answers to the most commonly asked
questions about our platform, features, and integrations
Deck Finance is Deck Email plus a purpose-built stack tailored for teams in finance — across buyside, investment banking, consulting, and corporate finance departments. It pairs the everyday email teammate with workflows, integrations, and analyses built specifically for how deal and investment teams work.
Deck produces native Microsoft Word and PowerPoint documents.
Our encrypted processing pipeline ensures your sensitive deal data remains private throughout analysis. We are SOC 2 compliant and can be deployed in private cloud environments if desired.
We regularly develop proprietary workflows for our customers. Whether specialized due diligence processes or unique reporting requirements, we work directly with your team to build what you need.
Yes. Enterprise customers can deploy Deck within their own infrastructure to meet internal security and compliance requirements.
Have a question that wasn't covered? We'd love to hear from you. Please email us here and we'll get back to you as soon as possible.
Join investment teams using Deck to screen more deals, write memos in minutes and keep headcount flat.