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.

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Investment banks are changing how they source-1

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.

Data cog

The infrastructure behind AI-driven deal flow

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ai-engine

Investment banks are changing how they source

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shake

Investment banking: The buyer list is where deals are won and lost

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bulb

Why using Claude alone doesn’t scale in private markets

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Natively integrated with 30+ systems

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

Logos
CRM (1)
Document management
GenAI tools
Other & Custom

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.

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Investment Banking Whitelabeling Expanded
Investment Banking Whitelabeling Expanded
Investment Banking Whitelabeling Expanded

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.