Use case · Corporate strategy · Updated October 2026

AI board packs and strategy decks for corporate teams

UltraPoint helps in-house strategy, finance, and investor-relations teams build board packs, operating reviews, strategic plans, and investor materials from the reporting they already have. Decks follow the company’s own template, every figure keeps an audit trail to its source, and output is native, editable PowerPoint.

Board packs, strategic plans, and investor materials with consulting-grade structure and polish, in your company’s template, built in minutes from the reporting you already have. No design team required.

What corporate teams ship with it

• Board packs. Results against plan, the drivers, the risks, and the decisions the board needs to take.
• Operating & business reviews. Monthly and quarterly reviews built from each unit’s own reporting, in one format.
• Strategic plans & budgets. Multi-year plans and budget narratives that connect the strategy to the numbers.
• Investor relations. Results materials, equity stories, and shareholder updates for analysts and investors.
• Executive briefings. Turn long internal reports into a CEO-level deck that leads with the answer.
• Market & competitor views. Researched market and competitor pages, with every outside figure cited.

Built for corporate teams

• Do more with a lean team. Strategy, finance, and IR teams brief it once and get a structured draft back in minutes, not after a weekend.
• Stay on the corporate template. Your template and brand are applied to every deck, so materials look the same whichever team built them.
• Present with confidence. Every figure keeps its source, so when the CFO asks where a number came from, the answer is one click away.

How it works

Every deck is staffed like an engagement — a sequence of AI specialists mirroring how a team actually works: an engagement manager reads the brief and sets the approach; a diligence analyst indexes every page of every file; a research analyst fills gaps the files don't cover; a financial analyst computes every figure in code; a senior associate drafts the argument slide by slide; a presentation specialist builds each slide in your style. The result exports as native, editable PowerPoint, with a claim-by-claim audit trail behind every number.

Built for confidential work

• Isolated workspaces. Row-level database policies scope every file and deck to your workspace.
• Never used for training. Your documents and decks never train our models, and AI providers are contractually barred from it.
• Encrypted throughout. Data is encrypted in transit and at rest with our infrastructure providers.
• Viewer and editor roles. Decide who can see each deck and who can change it.
• Sharing is opt-in. Nothing leaves the workspace unless someone shares it, and links can be read-only.
• Single sign-on. SSO and advanced admin controls on Team and Enterprise plans.

From the AI tools you already use

Through the MCP server, decks can be generated directly from Claude, ChatGPT, or Cursor, from inside the chat where the analysis happened. See the MCP integration docs.

Frequently asked questions

Can UltraPoint use our corporate template?

Yes. Upload the template or past decks and they become a reusable style for the whole team, applied down to layout, palette, and typography.

Can it build a board pack from our reporting?

Attach the reporting pack, the plan, and last quarter’s deck, and it drafts the board pack — results, drivers, risks, and decisions — with each figure traced to its source.

Who can see our materials?

Only your workspace. Access is scoped by row-level database policies, viewer and editor roles control each deck, and nothing is shared unless someone shares it.

Can several teams work to one standard?

Team plans include shared workspaces, pooled credits, and one house style, so strategy, finance, and IR produce decks that look the same.