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Accelerate deal execution with Agentic Workers for pitch book production, due diligence, valuation modelling and regulatory filings — deployed in 30 days.
Agent Workspace
Investment Banking Agent Workspace
Pitch Books
Automated deck production
Valuation Models
Comparable & DCF analysis
Deal Execution
Document management & tracking
Regulatory Filing
Prospectus & filing automation
Use Cases
Automates research aggregation, slide population, comparable company analysis and formatting — producing first-draft pitch books in hours rather than days, with associates focusing on insight over production.
Pulls financial data, builds comparable company and precedent transaction analyses, and runs DCF sensitivity models — giving deal teams accurate, current valuation ranges with full methodology documentation.
Ingests data rooms across financial, legal, commercial and operational workstreams — extracting key findings, flagging anomalies, and producing structured reports ready for IC presentation.
Automates prospectus drafting, regulatory filing preparation, and compliance checklist completion — reducing the administrative burden on deal teams while maintaining regulatory accuracy.
Continuously monitors sector developments, competitor moves, and market data — synthesising actionable intelligence for deal origination and client conversations.
Tracks client interactions, monitors corporate actions triggering advisory opportunities, and drafts relationship management communications — ensuring no mandate opportunity is missed.
Agentic Workers that compress the deal cycle — giving your bankers more time for the relationships and judgment that win mandates.