Patterns

Patterns is an AI-driven platform designed specifically for finance firms, functioning as a deal-execution agent that streamlines the creation of Confidential Information Memoranda (CIMs) and enhances the overall deal execution process. The platform integrates seamlessly with tools such as Excel, Snowflake, and Python, allowing users to draft banker-grade CIMs significantly faster—up to 70% quicker—by utilizing drivers-based financial models and a comprehensive buyer universe of over 200 potential contacts. This efficiency reduces the typical CIM production timeline from 6-8 weeks to just 3-4…