For Investment Banking

M&A deal execution, accelerated.

Win more mandates and close faster. Automate public comps research, VDR processing, and pitch deck data synthesis.

Analysts pull all-nighters scraping 10-Ks and 10-Qs for obscure management commentary to build comps.
Setting up and parsing target company Virtual Data Rooms (VDRs) takes weeks of tedious indexing.

Direct integration with SEC/EDGAR and internal repositories to auto-generate comp tables in minutes.
Automated VDR unrolling: Instantly map, categorize, and extract key terms from thousands of target documents.

Key Workflows for IB

Query across years of 10-K, 10-Q, and earnings transcripts instantly. Find specific forward-looking statements or margin adjustments without CTRL+F.

Connect directly to major VDRs. Automatically build the data room index, summarize contracts, and populate the diligence tracker matrix.

Generate initial drafts of company profiles, market landscapes, and buyer lists by combining web-crawled data with internal precedents.

Stop relying on black-box AI tools that you can't trust. Bring accountability back to your workflows.