Founding Partner Programme is live
Only 10 places left Pilot starts in 2026 Q2

Your team on the deal.
Not on the documents.

Sell-side execution platform purpose-built for boutique investment banks. Senior-ready sell-side documents traceable to every source, consistent with your firm’s standards.

What it delivers

From data room to first draft in days. Analyst capacity freed for origination and client work.

Mandate capacity
Say yes to the deals
you're turning away
When a promising mandate crosses your desk and your team is stretched, Peruzzi creates the room to take it. Pipeline ceiling moves with ambition, not headcount.
Pre-LOI exposure
Compress your sunk cost
before market feedback
Most mandates demand several hundreds of hours of work before a buyer confirms interest. Peruzzi compresses that to days. When a process stalls, the write-off is smaller.
Talent retention
Give analysts work
that builds careers
Analysts stay where they grow. When document production is handled, they're on client calls and buyer negotiations — not formatting footnotes at midnight.
The gap

Where generic AI
falls short.

ChatGPT can draft a section. It cannot tell you which document that number came from. Neither can your analyst working from a shared folder at 11pm.

01
Figures without a source

When source documents conflict, the model picks one without disclosing it. That number lands in your CIM with the same confidence as everything it got right. In a diligence process, a confident misstatement is a representation risk — not a drafting error.

02
Instructions aren’t standards

You can instruct tone and format. You cannot instruct the judgment built across 200 mandates. A style prompt is not an institutional standard. The output will be correct. It will not read like yours.

03
A chat is not a workflow

Revenue changes the day before distribution. You re-prompt every section, check every table, and trust you caught every instance. In a production system, one change propagates everywhere. A 60-page CIM is not a chat session.

04
Your deal data leaves the room

When you paste a management account into ChatGPT, that data is processed on external infrastructure — and may be used for model training. In an M&A process with NDAs in place, that is not a grey area. Peruzzi keeps every file isolated to your project. Nothing leaves.

Built for the work, not around it.

The complete sell-side execution platform —
built for the pipeline, the standards, and the traceability that mandates require.

01 — Seeds
Every claim, verified and attributed.
Hallucination is structurally blocked — not warned against. Every claim in your CIM cites a specific, approved Seed: a verified fact extracted from your documents and confirmed by you before anything is written. No Seed, no claim.
Seeds — Project Alpine
Chat Seeds Artifacts Files
Add seed FilterSearch 24 seeds
Question S-001
Info Pack
S-002
Mgmt Accts
S-003
Legal
Financial Performance
FY2024 revenue€42.3M€42.3M
EBITDA margin18.4%17.9%
3yr revenue CAGR12.1%12.1%
Ownership & Structure
Beneficial owners2 foundersConfirmed
Customer conc. top 338%41%
02 — Standards
Drafts you can put your name on
Peruzzi writes the way a trained analyst writes: structured argument, consistent terminology, financial figures cross-referenced across sections. The output is formatted for the section type — executive summary reads differently from market overview. You are reviewing, not rewriting.
Slide Library — Org Standards
Org Standards My Templates
CIM 31 slides
executive_summary
Investment proposition for C-suite readers
executivehighlights
financial_summary
P&L, EBITDA bridge, KPIs
strategicfinancial_table
market_overview
Market sizing, growth drivers
operationalcategories
management_team
Senior bios — achievement framing
strategicbios
+ 27 more · CIM org standard
03 — Workflow
Human-directed,
AI-executed
You define scope. You approve section drafts. Highlight any passage, leave a comment, batch-submit revisions — Peruzzi regenerates with your changes applied precisely. You retain every strategic and editorial decision.
Workflow — Project Alpine
Chat Seeds Artifacts
ZB
What are the key risk factors I should flag? Focus on customer concentration.
Seeds S-001 and S-002 show conflicting figures: 38% vs 41%. Recommend disclosing the lower figure, framed within contracted revenue tenure.

No working capital data in current Seeds — standard buyer question, recommend requesting from management.
ZB
Draft the risk paragraph with 38%.
DRAFT · citing S-001"The Company's three largest customers represent approximately 38% of FY2024 revenue, consistent with the OEM supply model and supported by multi-year framework agreements..."
Ask anything about Project Alpine...
04 — Confidentiality
Built for
institutional trust
Client data is isolated per project. There is no cross-engagement access, and no client file is ever used to train an external model. Every action on the platform is logged and attributable.
Confidentiality
Security architecture
Project-isolated data
Each project operates in a contained environment. No data from one engagement is accessible from another.
No model training
Client files are never used to train external models. Your data remains within your project.
Full audit trail
Every user action is logged with timestamp and attribution. Reviewable on demand.
The economics of execution

A mid-market CIM takes 3–6 analyst weeks and 1–3 days of senior review. At European boutique rates, that is €5,000–€10,000 in direct salary cost per mandate — before client iteration cycles. Peruzzi compresses the drafting to days. The maths works on the first mandate.

The platform

End-to-end sell-side execution.

01
Upload your project documents
Upload your information pack, management accounts, legal structure, and supporting materials. Peruzzi reads everything and organises what it finds.
PDF · DOCX · XLSXAuto-parsing
02
Review and approve your Seeds
Every material fact is extracted as a discrete, sourced building block — linked to the original document. You review, correct, and approve before anything is written.
Source attributionHuman approval gate
03
Generate your document
Choose your output type — CIM, Teaser, or Management Presentation. Peruzzi drafts section by section, citing only approved Seeds. Every number consistent, every claim traceable.
CIM · Teaser · Mgmt PresentationDOCX · PPTXFull citation trail
04
Edit, iterate, and deliver
Highlight any section, leave inline comments, batch-submit revisions. You are reviewing a near-final draft — not correcting a rough one.
Inline commenting10 revision rounds
Founding Partner Programme

We are selecting the firms we build this with.

Peruzzi is in active development. We are choosing founding partners — firms that will use it on live mandates and shape the roadmap through direct feedback. Founding partners will receive full platform access from the first day.

What we are looking for
  • Six or more sell-side mandates per year
  • European mid-market focus
  • Available for quarterly product conversations over the first year

Apply now.

Submitting an application requires no payment and is not binding.