Custom AI workflows built specifically for investment banking: deep integrations with the Datasite stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
AI pre-screens deals against the fund's thesis in Datasite, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Datasite, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.
AI assembles the review pack from Datasite, Intralinks, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.
AI drafts firm-level commentary and personalizes per-client paragraphs from Datasite data — every client gets a relevant letter, not boilerplate.
For investment banking analysts
For investment banking analysts
For investment banking analysts
For investment banking analysts
For investment banking analysts
For investment banking analysts
The workflows above are starting points. Every investment banking operation runs differently — we build what you actually need.
