AI Agents, Tailored to Your Desk's SOPs
Agents for every stage of the deal — pitching, execution, and coverage. Your templates, data sources, and style guides, built in.
Four Agents. Zero Grunt Work.
Each agent is tailored to your desk's SOPs, style guide, and data providers. Analyst-grade output, partner-level precision.
Comps Built from Source, Not Memory
Your Comps Agent pulls trading and precedent multiples straight from 10-Ks and proxies — every number linked to the exact filing page. No more copy-pasting from old decks.
- Trading & precedent comps from primary filings
- Auto-calendarized financials across peers
- Source citations on every data point
CIM to LBO — Before the Buyer Asks
Your LBO Agent reads the CIM, extracts assumptions, and wires a complete model — sources & uses, debt schedules, cash sweeps, and returns across leverage scenarios.
- Auto-extract assumptions from CIM or teaser
- Debt schedules with circularity resolved
- IRR/MOIC sensitivity across leverage scenarios
$420M
28.0%
4.0%
Every Deal Pivot, Stress-Tested in Minutes
Price changes, mix shifts, synergies get haircut. Your Merger Agent reruns contribution splits, credit stats, and accretion sensitivity across every scenario the committee will ask about.
- Contribution splits by revenue, EBITDA, and earnings
- Pro forma credit stats per scenario
- Sensitivity matrix with break-even highlighted
Earnings to Price Target — Before the 7AM Call
Your Coverage Agent reads the press release, flags beats and misses, rolls forward the model, and regenerates your price target. Walk into the morning meeting with a view, not a backlog.
- Auto-map actuals vs. estimates with delta analysis
- Beat/miss flagging with driver context
- Price target auto-regenerated from updated DCF