The ECM Agent Squad.
AI ECM / IB analysts — M&A and IPO, buyer and seller. Click any card for details and example prompts.
Every role already defined.
A squad of AI ECM / IB analysts — each with a defined role and a one-word prefix. Talk to them directly or let the router pick.
Deal Sourcing & Screening
Surface acquisition targets and qualified buyers before they hit auction.
Target Scanner
Find acquisition targets by sector, geography, size — ranked by fit.
Buyer Scanner
Identify strategic + financial buyers for a sell-side process.
Deal Triage
Go / no-go in 90 seconds against your investment mandate.
Seller Intent Signal
Rank companies by likelihood of sale in the next 12 months.
Valuation & Underwriting
From a ticker to an IC-ready valuation in minutes.
Company Profiler
Ticker → clean profile: business model, financials, industry.
Transaction Comps Finder
Precedent M&A and trading comps with outlier filtering.
LTM Financials Normalizer
Messy seller financials → clean, add-back-adjusted LTM EBITDA.
DCF Valuer
Discounted cash flow with sensitivity to WACC and terminal growth.
Multiples Valuer
EV/EBITDA and EV/Revenue across precedents and peers.
Synergy Analyst
Revenue, cost and operational synergies — quantified.
Due Diligence Stack
VDR audited, contracts abstracted, risks surfaced early.
VDR Auditor
Cross-checks the data room against a 140-item DD checklist.
Contract Abstractor
Contracts → structured abstracts with key terms and page citations.
Legal & Regulatory Reviewer
Litigation, regulatory, and change-of-control consents — flagged.
Operational Diligence Reviewer
Reads operational DD + QoE, builds a 100-day plan.
ESG & Compliance Risk Flagger
Environmental, social, governance — risks surfaced early.
Deal Execution & Capital
Teasers, CIMs, IC memos and IPO readiness — all in one workspace.
IC Memo Writer
Full IC memo — exec summary, thesis, risks, returns.
Teaser & CIM Designer
Blind teaser + full CIM positioning — buyer-ready.
Bid Strategist
Deal structure: cash vs stock, escrow, earnouts, risk allocation.
IPO Readiness Assessor
Financial, governance, operational readiness for a listing.
Match Scorer
Score a buyer-target match across 7 synergy dimensions.
Research & Post-Deal
Deep research, integration planning and match scoring.
Deep Research Analyst
Real-time deep research across web, filings, and industry sources.
Hermes Orchestrator
Delegate bounded research and reasoning to the configured Hermes Agent.
Integration & 100-Day Planner
Post-close integration plan with milestones and owners.
Public Markets & Hedge Funds
SEC 13F filings, institutional ownership, activist stakes.
Hedge Fund Analyst
SEC 13F filings — fund holdings, market concentration, activist stakes.
Filing Analyst
SEC EDGAR filing search and analysis — 10-K, 10-Q, 8-K, proxy, XBRL.
Press Release Analyst
Search and analyze 390K+ press releases from GlobeNewswire, Euronext, and Nordic exchanges.
Reverse Merger Analyst
US reverse mergers, Canadian RTOs and SPAC/de-SPAC comparison.
Investor Relations & Communications
Triage material events, draft and publish disclosure-compliant press releases.
IR Event Triage
Is this material enough to disclose? Go / no-go against disclosure rules.
Press Release Writer
Research a topic and draft a publication-ready investor relations press release.
IR Compliance Reviewer
Reg FD / MAR / exchange disclosure check before publish.
IR Publish Agent
Approved draft → final publication-ready release with formatting and checklist.
IR Distribution Planner
Distribution plan — wire services, exchanges, investor lists, timing.