Investment banks
A secure workspace for each deal team.
Big-bank discipline, without the big-bank budget.
Investment banking
Answer buyer questions from the data room, with every answer checked.
In a sale, buyers send hundreds of questions. Your AI drafts each answer from the data room and shows the page it came from. A banker checks it before it goes out, and anything confidential is held back.
Illustration: in a company sale, buyer questions are answered from the data room with the page each answer came from, a banker checks each answer before it is sent, and a request for customer names is held back.
Illustration. Names and details are invented.
A new deal arrives
A new sell-side deal lands on Monday. By Tuesday there is a shared folder, three email chains and a tracker on someone's desktop.
Nobody is quite sure who else can open that folder.
How we help
Each deal gets its own secure workspace. Access to its files can be limited to the deal team. Progress sits in one place, not in inboxes and trackers.
AI helps with research, drafting and checks. A banker approves before anything is relied on or sent. The record can show who approved what.
What you get
- Confidential files that stay with the deal team
- One place to see where each deal stands
- AI help that a banker checks and approves
Built on what your teams use
We are a Microsoft Cloud Solution Provider (CSP) partner. We build on Microsoft 365, which many banks already use each day.
For advisory firms we design AI working environments: a Microsoft foundation the firm owns, AI models it can replace, research grounded in licensed data, a banker’s review of each output and a record of what was done.
Next step
Tell us where the work gets stuck.
Tell us what you need to decide and what slows your people down. Please leave out client and account details.
Start a conversation