Be first to the right mandates. Not every mandate.

Unify your CRM, mandate history, and live market signals into one intelligence layer your investment bankers can actually trust; so coverage teams pitch with conviction, not caveats, and mandates land faster.

3 weeks to 4 hours saved on mandate sourcing

“An associate spent three weeks putting together a buyer list. An agentic stack did the same work in four hours - and surfaced more than double the credible buyers, including investors we would have missed. It's like having a team of associates working for you every day of the week. I would not go back.”
- John Farrugia, CEO

Stay on top of mandate origination, buyer and investor ID, and sector and market monitoring

64

New mandate opportunities surfaced in 2 months, on average

4 hrs

Pitch-ready buyer list, down from three weeks of associate work, scored and ranked against specific criteria

2x

More credible buyers and investors identified per mandate than traditional analyst research

161

Actionable, real-time alerts on M&A, financing rounds, distressed situations per month on average

Enabling investment banks to build their own edge

Stay ahead of every opportunity with real-time monitoring, intelligent signals, and always-on insights aligned to your investment thesis.

Coverage intelligence built around your firm

Centralize your CRM, past deal history, sector knowledge and third-party market data in one connected layer, normalized and mapped to how your team actually covers markets — so every banker is working from the same current picture.

Agentic AI for your coverage teams

Stay current on every financing event, ownership change, leadership appointment and strategic shift across your entire coverage universe; automatically, the moment it happens, aligned to the mandates your firm is pursuing.

Score and prioritize opportunities at scale

Apply configurable signals and scoring logic that reflects your firm's mandate criteria, ranking companies and relationships by readiness to transact — so your team focuses time on the conversations most likely to convert.

Natively integrated with 30+ systems

Deal Engine connects with the platforms your team already uses, streamlining data movement, mapping and enrichment.

Market data

Insights from providers such as Pitchbook, Cap IQ, ZoomInfo, LinkedIn, SimilarWeb and CB Insights and many more, normalized into a single view, so your team is working from one source rather than switching between providers.

CRM

Salesforce, DealCloud and HubSpot automatically enriched with structured mandate intelligence, keeping coverage records current without adding to your team's workload.

Document management

Past deal documents, pitch materials and internal files connected directly into your intelligence layer, so institutional knowledge is searchable and usable.

GenAI tools

Deal Engine provides the structured data foundation that makes Gemini, OpenAI, Claude and MS Copilot produce consistent, trustworthy outputs rather than hallucinating from fragmented inputs.

Why every investment bank needs a data engine

Mid-market banks are under pressure to do more with less; more coverage, sharper pitches, faster buyer lists - while junior talent costs rise and generic AI tools introduce risk rather than remove it.

Intelligence that works the way your team works

Deploy a connected data layer your firm can configure, train and name as its own, built around your coverage structure and deal workflow.

Mandate sourcing

Surface companies showing signals of readiness to transact before a mandate is awarded - ownership changes, financing events, leadership transitions and strategic shifts tracked automatically across your coverage universe.

Buyer and investor identification

Scored and ranked buyer and investor lists built against each client's specific criteria, drawing on your firm's own deal history and the same signals the buy-side uses to evaluate targets.

Pre-meeting intelligence and institutional memory

Auto-generated pre-meeting briefs, relationship summaries and company overviews assembled from your internal knowledge and live market data, so every conversation starts with the full picture, and every deal and relationship becomes a searchable firm asset.