A day in the life of DealGPT assisting with every process in the Investment Banking workflow

The bread and butter of every investment banker can widely be classfiied into 3 sections:

1) Valuation Methodologies

2) LBOs

3) M&A.

1. Valuation Methodologies

DealGPT handles each valuation method by automatically building, reconciling, and cross-checking the underlying financial logic.

A. Comparable Companies Analysis (Trading Comps)

DealGPT automates the workflow by:

  • Identifying the right peer set using sector, size, geography, growth profile, margin profile, and business model similarity.
  • Pulling key metrics (revenue, EBITDA, gross margin, operating leverage, FCF conversion).
  • Computing valuation multiples (EV/Revenue, EV/EBITDA, P/E, PEG, EV/EBIT).
  • Normalizing outliers, removing distorted comps, and adjusting for accounting differences.
  • Flagging enterprise-value bridge issues, missing minority interests, pension adjustments, and leases.

Result:
DealGPT produces banker-grade trading comps in seconds, with full audit trails.


B. Precedent Transactions Analysis (Transaction Comps)

DealGPT enhances this process by:

  • Parsing M&A databases and filings to find true comparables.
  • Identifying deal drivers (control premium, synergy expectations, market cycle).
  • Extracting multiples at announcement vs. closing for better accuracy.
  • Computing premium paid, deal structure, and implied valuation ranges.
  • Highlighting hidden adjustments such as earn-outs, contingent payments, and deferred consideration.

Result:
Full transaction comp tables with commentary explaining why each transaction matters.


C. Discounted Cash Flow Analysis (DCF)

DealGPT handles this by:

  • Forecasting revenue, margins, capex, NWC, and free cash flows using scenario modeling.
  • Running sensitivity tables for WACC, terminal value, and growth assumptions.
  • Applying both Gordon Growth Model and Exit Multiple Method.
  • Stress-testing assumptions vs. comparable companies and macro indicators.
  • Explaining visually where valuation is most sensitive.

Result:
A DCF that feels like it was built by a VP at 3 a.m., minus the headaches.


D. Leveraged Buyout Analysis (LBO)

DealGPT generates:

  • Debt schedules
  • Interest accretion
  • Cash sweep logic
  • Exit leverage scenarios
  • Sensitivities for IRR, MOIC, and entry/exit multiples
  • Equity returns split by sponsor vs management

It also:

  • Checks for unrealistic leverage
  • Validates debt covenants
  • Runs downside protection analysis
  • Optimizes for IRR vs. cash-on-cash

Result:
A fully functioning LBO engine with credit-committee style insights.


2. Leveraged Buyouts (LBOs)

A. Fundamentals Overview

DealGPT maps:

  • Entry price
  • Leverage capacity
  • Cash generation quality
  • Capex intensity
  • Industry cyclicality
  • Management incentives

It outputs a sponsor-style investment narrative.


B. LBO Financing Structure

DealGPT builds:

  • Senior secured term loans
  • Revolvers
  • Unitranche
  • Subordinated debt
  • Mezzanine
  • Preferred equity
  • Sponsor equity

It models:

  • Cash sweep
  • Mandatory amortization
  • PIK toggles
  • Optional prepayments
  • Covenant flexibility analysis

Result:
A fully bank-ready capital structure summary.


3. Mergers & Acquisitions (M&A) Process

DealGPT handles every stage the same way an advisory team does, but with automation and real-time interpretation.

A. Auction Timeline

DealGPT lays out:

  • Teasers
  • NDAs
  • CIM distribution
  • Q&A
  • Management presentations
  • Indications of interest
  • Binding bids
  • Negotiations
  • SPA drafting

It keeps stakeholders aligned through intelligent reminders and auto-generated updates.


B. Valuation in M&A Context

DealGPT blends:

  • Comps
  • Precedents
  • DCF
  • Synergy-adjusted valuations
  • Control-premium analysis
  • Buyer vs seller psychology
  • Process dynamics

It produces a unified valuation panel visible to both sides (or private if needed).


How DealGPT Handles the Entire Workflow

Here’s the full summary in one punchy block:

DealGPT is essentially the AI version of an elite analyst, associate, and VP fused into a single system.

It manages every layer of the workflow you mapped:

1. Valuation

Automates comps, precedents, DCF, and LBO with explanations and banker-style commentary.

2. Process Management

Tracks Confidentiality Agreement, CIM, NDAs, IOIs, LOIs, drafts, comments, and negotiation movement in real time.

3. Scenario Analysis

Runs live sensitivities so founders, bankers, and investors can see changing deal outcomes instantly.

4. Financial Modeling

Builds and validates models with the precision of a top-tier investment bank.

5. Deal Negotiation Layer

Simulates counterparty intentions, identifies friction points, and suggests negotiation tactics.

6. Documentation Intelligence

Reads SPA drafts, term sheets, and financial statements and flags risks or inconsistencies.

7. Stakeholder Alignment

Summarizes everything in simple, clear language for decision makers.

8. Real-time Updating

If market conditions shift, DealGPT instantly recalibrates valuation, risk, and leverage capacity.

9. Human-Centric Design

Every step is wrapped in a calming, OpenAI-like interface that hides complexity while showing clarity.

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