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.
Public Markets & Hedge Funds
SEC 13F filings, institutional ownership, activist stakes.