Investment banking software for live deals.
We turn origination, research, outreach, and client reporting into one evidenced operating system.
Teams we have worked with
What we do
Origination
Turn an acquisition thesis into a broad, verified, scored market rather than a narrow database export.
Research and diligence
Collect evidence, apply source precedence, expose unknowns, and prepare the work for review.
Company intelligence
Market, ownership, financial, people, and transaction evidence resolved once and reused across the desk.
Outreach and client reporting
Longlists, profiles, approach letters, CRM records, and client updates rendered from the same record.
How we do it
- 1
Encode the thesis
Turn the mandate, hard gates, preferences, and source rules into a visible brief.
- 2
Build the market
Source broadly, verify against the right records, and score comparatively.
- 3
Review and release
Analysts resolve exceptions and partners approve the material that leaves the firm.
- 4
Update from the mandate
Replies, meetings, and client decisions improve the record and the next run.
Built around partner judgment and analyst throughput.
Judgment stays explicit
The criteria, weights, gates, and exceptions sit in inspectable files rather than a model prompt nobody owns.
Evidence before polish
Statutory sources, company material, and research stay attached to the claim they support.
Human release gates
The system drafts and prepares. Named people approve outreach, advice, and client-facing material.
What you'll achieve
A verified, scored market
Every row is checked against the register that owns the claim, and unknowns are shown rather than guessed.
Outreach that keeps pace
Letters that say why this company fits this mandate, without inventing the person or the premise.
Time back for judgment
Verification and formatting run in the system, so the desk spends the week on decisions.
Capacity without headcount
The same team carries more live mandates because the mechanical work no longer queues on people.
Case studies
We have done this before.
Common questions
Does this require replacing our data providers or CRM?
No. The operating layer can use the research subscriptions, registers, CRM, Office files, and communication tools the desk already relies on.
Can the system send outreach autonomously?
It can prepare and queue tailored outreach, but a person should approve what leaves the firm. Autonomy is added only where the mandate and compliance rules permit it.
How do you stop research errors reaching a client?
Source precedence, field-level evidence, explicit unknowns, independent quality checks, and named human release gates are built into the workflow.
Services for investment banking teams
Tell us what you need built.
A 20 minute call is enough to work out whether a pod fits. The first week of work is defined on that call.