Three layers of AI capability for investment banks: which one are you actually missing?

Three layers of AI capability for investment banks: which one are you actually missing? Investment banks are investing h...

Jo Goodwin

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Three layers of AI capability for investment banks: which one are you actually missing? Investment banks are investing h...

Jo Goodwin

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The case for the orchestration layer: why data alone isn't enough

This is the third in a three-part series. Start from the beginning: Where does proprietary value live in a frontier AI w...

Jo Goodwin

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Why your deal team is the last line of defense against a broken system

This article expands on a LinkedIn post by Phil Westcott, CEO of Deal Engine.

Jo Goodwin

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Why senior bankers get generic answers from AI (and how to fix it)

Most senior investment bankers are using AI. Not experimentally, not reluctantly. They are using it to draft, to reason ...

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The case for the data layer: the part of AI most firms forget to build

This is the second in a three-part series. Start here: Where does proprietary value live in a frontier AI world?

Jo Goodwin

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The intelligence warehouse: why the best M&A advice starts before the mandate

The best advisory relationships are built long before a mandate is signed. Partners who consistently win the most compet...

Jo Goodwin

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Leading North American PE firm adopts Deal Engine for deal sourcing

Leading North American private equity firm with $12B+ in assets under management begins onboarding Deal Engine to suppor...

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Where does proprietary value live in a frontier AI world?

Most firms have been focused on which AI tools to adopt, which data providers to subscribe to, and how quickly they can ...

Jo Goodwin

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Three questions investment banks should ask about their data

Investment banking teams are experimenting with AI in growing numbers. The use cases are well understood: faster researc...

Jo Goodwin

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CEO Phil's interview with FinTecBuzz: “Data architecture is the real AI investment”

Read the full article on FinTecBuzz: FinTech Interview with Phil Westcott, Founder and CEO of Deal Engine There's no sho...

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What good AI adoption actually looks like in private markets firms

Alex Bajdechi, VP of Sales, Deal Engine

Alex Bajdechi

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What's new in Deal Engine: Q1 2026 product update

Chas Frederick, Product Manager, Deal Engine

Chas Frederick

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