Solutions · Investment Bank

Build your bank brain.Never lose a relationship.Every deal, cleanly organised.Draft the book from source docs.Query every deal you have run.

Every deal, contact and organisation in one clean store, so the whole history is queryable and the next book drafts itself from the documents you already have.

Book a callSee what you can build →
01 · The problem

What we hear on first calls.

Everyone we talk to names a different pain.

“Every pitch starts by rebuilding comps we ran last month.“When a banker leaves, the relationship goes with them.“Our deal history is a folder nobody can search.“I want one place that knows every deal, contact and org.“Every pitch starts by rebuilding comps we ran last month.“When a banker leaves, the relationship goes with them.“Our deal history is a folder nobody can search.“I want one place that knows every deal, contact and org.
“The full history with a client lives in five inboxes.“Analysts spend the night reformatting the same tables.“I cannot find the last CIM we drafted in this sector.“Buyer lists get rebuilt from scratch every mandate.“The full history with a client lives in five inboxes.“Analysts spend the night reformatting the same tables.“I cannot find the last CIM we drafted in this sector.“Buyer lists get rebuilt from scratch every mandate.

Different symptoms, one cause: your firm’s knowledge isn’t structured anywhere.

02 · What you can build

A day on the platform.

Triggers fire, agents run, and the output lands in an app before you ask. Three workflows we build most often for investment bank teams — every trigger, schedule and output configured to how your firm runs.

08:20New mandate
A new mandate landsTrigger
  • Pull comps and precedents
  • Reconcile the financials
  • Draft the pitch pages
09:05A first-draft book on the house templateDocuments45 min later
09:00Kick-off
A sell-side mandate kicks offTrigger
  • Build the buyer universe
  • Score strategic & financial fit
  • Draft the outreach and tracker
17:30A live buyer tracker, NDA to IOIBuyer TrackerSame day
13:47On ask
A client call is bookedTrigger
  • Pull the full relationship history
  • Summarise every touchpoint
  • Surface the open threads
13:53A one-page call brief, sources citedCRM6 min later

The full library, across the journey.

Every agent and app below comes as standard, configured to your firm. Anything your team does repeatedly can become the next one.

01Pipeline & mandatesInbox triageMandate pipeline snapshotBanker intelligenceCRMPipeline
02CIM & materialsCIM & teaser draftingTable & chart extractionFinancial reconciliationDocuments
03Buyer outreachBuyer-list buildingSmart org listsOutreach monitoringBuyer TrackerContacts
04Process managementPer-deal task trackingMilestone monitoringStatus updatesProcess DashboardTask Tracker
05Data room & Q&AQ&A / IRQ answeringSPA version diffDisclosure cross-referenceQ&A TrackerData Room
06Research & memorySell-side research pullQueryable deal historyDeal MemoryWorkpapers

Agent runs on a trigger, does the work, reports back.App a live view your team opens any time, always current.+Build your own we build the first ones with you; your team keeps adding.

03 · Proof

Real firms, real numbers.

All case studies →
M&A boutique

The pitch that starts from the last one

16 minto a comps set and a first-draft book.
Read the study →Sector coverage team

Keeping the relationship when the banker leaves

Zerorelationships lost to a departure.
Read the study →Mid-market advisory firm

Every deal, contact and org in one store

Every dealsearchable back through the firm’s history.
Read the study →

Your team’s intelligence.
Finally working together.

See how DealSage helps investment teams capture knowledge, automate workflows, and make better decisions.

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