- Specialised AI context layer
- AI project for Claude, ChatGPT
- Editable PowerPoint & Excel
- Built for you + your AI agents
- One-time purchase
148 editable PowerPoint slides. 15 corporate finance sections. One specialised AI context layer.
Explore the Corporate Finance Toolkit’s editable PowerPoint reference library, combining reusable templates, transaction frameworks, narrative structures, chart types and analytical layouts used across corporate finance and transaction presentations. Together, these references help you and your AI agents create institutional-grade corporate finance presentations with greater structure, consistency and speed.
- 01
Deal frameworks
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Narrative logic
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Transaction experience-led intelligence
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Design standards
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Slide intelligence
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Financial data structures and chart logic
Deal slide frameworks need transaction intelligence.
Not generic templates.
Corporate Finance Toolkit is built around an editable template library that reflects how transaction materials are actually structured and presented. Each slide provides more than a layout; it gives you and your AI agents a credible starting point for the argument, evidence, chart choice, content hierarchy and transaction storytelling.
Corporate Finance Toolkit gives you and your AI agents a stronger starting point for transaction analysis, structure and storytelling.
Structured templates for complete corporate finance and transaction storytelling.
Corporate Finance Toolkit contains 148 editable PowerPoint slides organised across 15 corporate finance sections. From executive summaries and company overviews to Growth & Go-to-market strategies, financial projections, returns and valuation, the template library provides a structured starting point for building complete corporate finance and transaction presentations.
Every slide containing Excel-based financial analysis or charts is connected to the accompanying Excel databook. These connected structures support the underlying financial analysis, chart logic, chart selection, colour specifications and visual design.
PowerPoint Template Library + Connected Excel Databook
Selected financial slides are connected to reusable Excel structures covering historical performance, projections, cash flow, returns, valuation and chart preparation. This helps maintain consistency across the underlying analysis, chart logic, colour specifications and presentation design.
The template library provides the structural and visual direction used by the AI Context Layer.
From transaction brief to a structured corporate finance presentation.
See how Corporate Finance Toolkit brings together PowerPoint templates, connected financial structures and specialised AI context to help transform a transaction brief into a structured, editable corporate finance presentation.
Choose the Corporate Finance Toolkit that fits how you work.
Start with the complete PowerPoint Template Library and connected Excel databook, or choose the complete toolkit with the Corporate Finance AI Project and specialised AI Context Layer for Claude, ChatGPT and other leading LLMs.
Pay once. No monthly subscription.
Basic
$149, one-time purchase
PowerPoint + Excel
A complete, editable corporate finance template system with the connected financial structures and visual assets behind the presentation.
148 editable PowerPoint slides
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- 15 corporate finance sections
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- Connected Excel databook
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- 50+ chart patterns
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- 500+ reusable icons
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- 100+ editable maps
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- 100% editable PowerPoint and Excel content
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Premium
$229, one-time purchase
Complete Toolkit + AI Project
Everything in the PowerPoint and Excel package, plus the Corporate Finance AI Project and specialised AI Context Layer for Claude, ChatGPT and other leading LLMs.
- Everything in the $149 package
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- Corporate Finance AI Project
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- Specialised AI Context Layer
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- Built for Claude, ChatGPT and other leading LLMs
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- Deal frameworks and transaction storytelling logic
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- Narrative, slide and design intelligence
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- Financial data structures and chart logic
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- Built for you and your AI agents
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Learn how to build better corporate finance presentations.
Explore the five-part Corporate Finance Toolkit video series covering why the product was created, how specialist context strengthens AI output, how the AI architecture works and how to use the toolkit from transaction brief to editable presentation.
Five episodes. One connected journey from product idea to practical execution.
Ideas, examples and practical corporate finance insights.
Connect with Corporate Finance Toolkit on LinkedIn for ongoing posts about the toolkit, the specialised corporate finance AI Context Layer, transaction storytelling, presentation frameworks and the evolving role of AI in corporate finance.
Follow our LinkedIn messaging, practical examples and product updates as new ideas are published.
Meet the Creator
Supratik Mukherjee
Over the last decade in Corporate Finance, I have worked across M&A Advisory, Investment Management and Transaction Execution, building financial models, investment materials and deal narratives from scratch. One challenge stood out across every mandate. Whether it was a teaser, a CIM, a management presentation or an IC memo, every transaction started with a blank slide. This toolkit is built to solve that. Start from structure, not from zero.
Background
Corporate Finance Advisory and Investment roles spanning Europe, Asia and Africa, with experience across Renewables, Infrastructure and diversified industries.
Areas of expertise
- Building detailed financial models and valuation frameworks.
- Creating investment materials including teasers, CIMs and IC decks.
- Supporting Financial and Vendor Due Diligence.
- Negotiating non-binding and binding offers and Share Purchase Agreements.
This toolkit is a direct outcome of that experience, designed to reflect how transactions are actually built, presented and communicated.
Connect with the creator
LinkedIn
Instagram
TopmateFrequently Asked Questions
Clear answers about package contents, file access, AI requirements, permitted use and support.
The $149 package includes 148 editable PowerPoint slides across 15 corporate finance sections, a connected Excel databook, 50+ chart patterns, 500+ icons and 100+ editable maps. This package does not include the Corporate Finance AI Project.
The $229 package includes everything in the $149 package, together with the Corporate Finance AI Project and its specialised AI Context Layer. The AI Project can be connected to Claude, ChatGPT or another compatible LLM to support corporate finance presentation work.
The Corporate Finance AI Project is a structured collection of context and intelligence files that helps your LLM approach presentation work with the structure and judgement of a corporate finance specialist. It draws on deal frameworks, narrative logic, transaction experience, financial data structures, slide intelligence and design standards. The AI Project is not a standalone AI model or software application. It is designed to be connected to a compatible LLM and used alongside the PowerPoint templates and connected Excel databook.
No. Both packages are available as a one-time purchase. The $149 package provides the PowerPoint and Excel files, while the $229 package also includes the Corporate Finance AI Project. Any separate subscription required for Claude, ChatGPT or another LLM is not included in the purchase price.
Yes. The slides are provided as editable native PowerPoint content. The connected Excel databook contains reusable financial structures that support selected financial slides, chart patterns and presentation analysis. You can adapt the content, data, branding, charts and layouts for your own corporate finance and transaction assignments.
A download link will be sent to the email address provided during checkout. The $149 package contains the editable PowerPoint library and connected Excel databook. The $229 package also contains the Corporate Finance AI Project and its accompanying setup instructions. Download and unzip the files to begin using the toolkit.
You do not need an LLM to use the $149 PowerPoint and Excel package. To use the Corporate Finance AI Project included in the $229 package, you will need access to a compatible LLM. Claude Pro or ChatGPT Plus/Pro is recommended for optimal output. The relevant LLM subscription must be purchased separately.
Yes. Presentations and other outputs created using the toolkit, adapted with your own client data and transaction-specific content, may be used and shared in the ordinary course of your professional work.
Because the toolkit is a downloadable digital product, purchases are non-refundable except where a refund is required under applicable law. Please review the package contents and system requirements before completing your purchase. Please refer to the full Refund Policy for further information.
For questions concerning file access, downloads or product setup, please contact [SUPPORT@corporatefinancetoolkit.com]. The support team will respond as soon as practicable. Support does not include customised presentation creation, transaction advice or financial advisory services.
Build your next corporate finance presentation with a stronger starting point.
Choose the editable PowerPoint and connected Excel package for $149, or add the specialised Corporate Finance AI Project for the complete $229 toolkit. Both are one-time purchases.