For Investment Banking & M&A Advisory

CIM-reader agent reads 200 docs/deal in 4 hours, not 4 weeks. Deal velocity 5-10x.

Investment banks — bulge bracket, middle-market, boutique — burn associate hours on diligence document review and deck variants. The work that wins mandates is the MD's judgment; everything below the line is automate-able. We build agents that respect NDA boundaries + your firm's specific deal-room hygiene.

Run a free audit for your firmBook a 20-min scoping call

What we'd ship for you

Specific tools we build for investment banking & m&a advisory firms.

Not generic AI consulting word salad. Concrete, named deliverables with integration points, ship timelines, and expected impact.

1

CIM Reader Agent (Deal Team Acceleration)

~21-day ship

What it does: Drop a CIM into a private workspace. Multi-agent stack reads every page, builds a structured deal summary (financial highlights, business model, customer concentration, key risks, comp set), surfaces what the MD needs in 1 page + 5 supporting exhibits.

Why this for you: Junior associates spend 30-40 hrs per CIM on first-pass review. With a context-engineered agent: 3-4 hrs of human review on top of AI's first pass. Deal velocity 5-10x.

Integrations

Private workspace (no third-party data leakage)Claude with multi-agent topologyExcel/PDF export for MDsDatasite / Intralinks VDR export

Expected impact: Per-CIM associate time: 30h → 3-4h. Cover 3-5x more opportunities.

2

Pitch Deck Variant Generator

~14-day ship

What it does: Same target company, multiple angles for different MDs (strategic acquirer, financial sponsor, dividend recap). AI generates fully-formatted PPT variants from your master deck + angle brief.

Why this for you: Associates waste 15-20 hrs/deal customizing decks per MD's pitch angle. AI makes 8 angles take 30 minutes.

Integrations

PowerPoint via python-pptxClaude for narrative variantsYour firm's master template library

Expected impact: 12-18 hrs/deal reclaimed. Across 30 deals/year = $54-81K/yr per associate recovered.

3

Comp-Set Builder Agent

~14-day ship

What it does: Type a target company → agent pulls public comps + private comp data from your firm's database → tabbed Excel with trading comps, transaction comps, regression analysis, draft narrative.

Why this for you: Comp building eats 6-10 hrs per deal at junior level. AI does the 90% mechanical part; junior focuses on the analytical 10%.

Integrations

FactSet / CapIQ / PitchBookInternal precedent transaction DBExcel via openpyxl

Expected impact: Comp-build time: 6-10h → 30-45min.

Regulatory frameworks we map to

Every build comes with compliance documentation tied to the frameworks your firm is examined against.

  • FINRA Rule 2210 (communications with public)
  • NDA / engagement letter integrity
  • Chinese wall enforcement (research vs banking)
  • Reg M-A integrity
  • Information barrier compliance

Common tooling we wire into

We integrate with the systems your team already opens every day — not yet-another-dashboard.

  • FactSet / CapIQ / PitchBook / Dealogic
  • Datasite / Intralinks / Firmex (VDR)
  • Bloomberg / Refinitiv Eikon
  • PowerPoint / Excel (deck + model production)

How investment banking & m&a advisory firms typically engage

  • Single-workflow pilot (CIM reader or deck variants)
  • Full junior-team productivity stack with NDA-respecting agents

Every engagement starts with a free AI audit + a 20-minute scoping call. We quote fixed-price after we understand your firm's actual workflows and regulatory environment.

Ready to ship AI in investment banking & m&a advisory?

Start with a free audit — we'll show you exactly what we'd build for your firm with dollar-recovery math and a 14-day timeline. No call required.

Run free auditBook a scoping call