More live deals per banker. Built on your data, not a vendor's platform.
More live deals per team. Faster turns on pitches and committee materials. Firmwide visibility into coverage activity without asking bankers to update CRM. AI automates the production work — CIMs, pitch books, comps, IC memos — so your bankers focus on relationships, judgment, and winning mandates.
Built on your proprietary deal data, not generic tools every other bank uses.
AI at every stage — built on your deal data.
AI systems built on your firm's deal history, relationship data, and sector expertise — with information barriers and approval workflows that respect your compliance requirements.
Origination
Track M&A signals, leadership changes, financing needs, and conference agendas across your target sectors. Surface opportunities before clients call. Build relationships ahead of competitors.
Research
Build comprehensive comparable analyses automatically. Synthesize market data, SEC filings, and industry trends. Identify buyer and investor fit with precision.
Execution
Generate pitch books, CIMs, and teasers at scale. Automate buyer/investor targeting and outreach. Bankers focus on relationships and negotiation, not formatting and data assembly.
Delivery
AI-assisted transaction documentation. Real-time deal room analytics and insights. Consistent quality across every engagement that builds client trust and repeat mandates.
How AI changes a sell-side M&A mandate.
Real workflow, real review gates. AI handles production. Bankers retain judgment and client relationships.
1. Research & buyer targeting
AI does: Builds comparable analyses from CapIQ + internal deal history. Generates buyer universe from sector criteria and prior relationships. Populates Excel templates.
Banker does: Reviews and refines buyer list based on relationship knowledge and strategic fit. Analyst time reduced significantly.
2. CIM & teaser drafting
AI does: Assembles first draft in PowerPoint from deal data, company financials, and firm templates. Industry positioning, financial summary, and comparable tables auto-populated.
Banker does: VP/MD reviews and refines positioning, narrative, and client-sensitive content. Associate time reduced significantly.
3. IC memo & compliance docs
AI does: Drafts IC memo from structured deal data. Generates KYC/AML documentation. Populates engagement letter from templates.
Banker does: MD reviews IC memo for judgment calls. Compliance reviews KYC package. Director time freed for judgment calls.
Review gates throughout
Information barriers: Deal-level access controls enforced. No cross-mandate data leakage.
Supervision: Every AI output flagged for role-appropriate review before distribution. Audit trail on every action.
Result: Same compliance posture. Higher throughput per banker.
Every bank has CapIQ and Bloomberg. That's not a competitive advantage.
The platform trap
FactSet and CapitalIQ are essential data sources — we integrate with them. Off-the-shelf AI copilots add general productivity. But none of them build on your firm's proprietary deal history or relationship data.
The differentiated intelligence that wins mandates comes from your data, not a vendor's platform. We build the layer that connects your tools and makes your data work harder.
What wins mandates
AI built on YOUR deal history, sector expertise, and relationship data. Your data is the moat. Generic platforms are table stakes.
We build the differentiation. You keep the data advantage and the client relationships.
See what AI automates in your deal workflow.
Tell us about your bank — size, coverage sectors, and the bottleneck that costs your bankers the most hours. We'll map the specific workflows where AI creates the most throughput.
How it works: 30-minute discovery call (no pitch deck) → we walk through your deal workflow and identify the 2–3 highest-leverage automations → if there is a fit, scoped proposal with timeline and pricing within one week.