> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plomo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create investment materials

> Build an investment thesis, create a CIM or teaser, refine slides and presentation style, and export your deck.

**Deliverables** is the deal's workspace for investment materials. Start with an investment thesis, then use the reviewed analysis to create a **CIM** (Confidential Information Memorandum) or **Teaser**.

You need access to the deal and permission to edit the relevant material. Source documents should be indexed before you rely on analysis of the full deal.

<Note>
  Slide design generation is enabled separately for each environment and is not enabled in the current production configuration. You can work with editable content and **Content draft** exports. Contact the Plomo team to confirm design availability for your workspace.
</Note>

<Steps>
  <Step title="Open Deliverables">
    Open the deal and select **Deliverables**. Existing work is saved with the deal. Choose **Investment thesis** to analyze the sources or continue the current thesis.
  </Step>

  <Step title="Develop and review the thesis">
    Work through the analysis and review the proposed narrative, supporting facts, and open questions. Correct unsupported claims and fill important evidence gaps before turning the thesis into slides.
  </Step>

  <Step title="Create a CIM or teaser">
    Choose **CIM** or **Teaser** when the current thesis is ready for that action. The draft uses the deal evidence and the thesis as its starting point.

    In **Writing references**, choose **Add reference files** to upload previous CIMs, teasers, or templates as PDF or PPTX. Choose **Create writing guide**, then open the resulting guide to review or edit it. The file list shows whether each reference is analyzed or needs attention.

    Reference materials guide writing style; their company facts should not become facts about the current target. If analysis fails, the uploaded references remain available. Check the reported status before retrying an interrupted analysis.
  </Step>

  <Step title="Refine the content">
    Select **Content** above the slide to edit its title and body. Open **Notes & sources** to review required inputs and source references. Use the assistant for targeted revisions, such as tightening the executive summary, reconciling financial figures, or identifying missing support.

    Use the header to switch between the investment thesis, CIM, and teaser and to choose a saved version. Undo and redo are beside those controls. Check that names, periods, units, and source references remain correct after each material revision.
  </Step>

  <Step title="Develop the design">
    Where slide design is enabled, select **Design** above the slide. Choose **Open deck style** when the deck still needs an approved visual direction. The deck-style dialog has its own preview; the main canvas continues to show the selected slide. Design references and target-company branding can inform the appearance.

    Review and apply the deck style before designing slides. A preview that fails design checks cannot be applied: inspect **See design check details**, request a change, and review the next preview. Design runs have their own progress and failure states. Check the applied slide preview before treating a design as complete; content edits can make an earlier design out of date.
  </Step>

  <Step title="Export the deck">
    Choose **Export** and select **PowerPoint (.pptx)** or **PDF (.pdf)**.

    **Designed slides** requires every slide to have a current design. **Content draft** exports the current editable content layout. PowerPoint is editable; recipients may need custom fonts installed. PDF provides a fixed layout.

    Open the exported file and check the slides before sharing it. Being able to scroll through long content in the editor does not establish that it fits on an exported slide.
  </Step>
</Steps>

## Sources and context

Deal facts should be supported by the current deal's sources. The workflow may also use an investment thesis, shared Dealmate analysis explicitly included in deliverables context, writing or design references, and public target-company branding. These inputs have different purposes; a style reference or public logo is not diligence evidence.

Use [Coverage Map](/concepts/coverage) to identify source gaps, and [Dealmate](/guides/copilot) to investigate claims that need more support.