For investment banks and M&A boutiques
Build the pitchbook in your brand. Watermark every page to the buyer.
Codexroom holds the firm's pitchbook standards in code, lets your team and your agent compose from the approved library, and ships every CIM and fairness opinion on a per-recipient watermarked link.
What we know about your team
Your associates spend 60 hours a week in the deck. The MD's pitch on Tuesday is the pitch on Thursday is the pitch on Friday, each one customised, each one a fresh rebuild. The fairness opinion landed in the General Counsel's inbox without a clear trail. The CIM that went to fifteen prospective buyers leaked to a sixteenth.
The pitchbook is the deliverable. The slide work is the cost.
What Codexroom does for a bank
The pitchbook becomes a library the firm composes from.
The pitchbook lives as a deck template. Your senior designers author every pitchbook section as a slide template. Football fields, comparable transactions, market overview, indicative valuation, process timeline. Each slot is typed. Each metric pulls from the data room.
The CIM ships from the agent. Your associate prompts the agent with the target company. The agent pulls the company's financials from the data room (or the approved data pack), populates the CIM template, and creates one share per prospective buyer. Each share carries the buyer's name in the visible watermark, the buyer-specific fingerprint in the HTML, and the gates the deal team configured: email verification on the buyer's verified address, an IP allowlist for the buyer's office or VPN, a country allowlist where the mandate requires it, and a view cap that self-revokes the share after the agreed number of opens.
The fairness opinion stays on brand. The valuation tables and the methodology slides read from the firm's approved templates. The version pinned to the deck is the version the General Counsel signed off.
For the associate
Twenty hours back per week.
The font fixes, the alignment, the duplicating, the renumbering. All gone. The associate's week becomes the work the associate was hired to do: the analysis, the valuation, the call with the client.
For the MD
Every pitch hits the same standard. Every page leaves a trail.
The MD reads the engagement chart after the pitch and knows whether the buyer spent four minutes on the synergy slide. The CIM that went to fifteen buyers is fifteen distinct shares, each with its own watermark. A leaked CIM is one decoded HTML file away from a name.
Compliance and legal
Every page links to its source.
Every metric on the deck links to the user who approved it and the date they did. Every share writes to the audit log. Every revocation, every token rotation, every watermark change. The fairness opinion's trail is one query away.
See it work
Bring a recent pitchbook.
Also for
Other firms run on Codexroom too.
Private equity
LP decks, IR books, and portco updates that keep every fund on the same brand spine.
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Venture capital
Quarterly LP updates, founder support decks, and portfolio reports on the firm's brand.
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Consulting
A governed slide library your partners trust and your associates can compose from.
Read more →
Sales enablement
Per-account decks that match the playbook and report back who read which slide.
Read more →