The AI Operating System
for Investment Banking Teams.

A full deal package in minutes — downloadable models, editable memos, custom documents, and comparables. Available to individual analysts today. Built for enterprise deployment inside the firm, with bank-grade security.

Book a Demo Start Free

Built at the University of Chicago by Goldman Sachs professionals · Free tier, no credit card required · Sign in

PE Deal Screening

Run PE Deal Screening on DatadogRun

Revenue

$3.4B

EBITDA

$194M

Growth

+27.7%

EV/EBITDA

221.9x

MemoModelCompsScenariosRed Flags

Platform timeline

Built fast. Shipping faster.

Mar 2026LIVE

Core Platform Launch

5 IB modules (PE, EQ, M&A, RX, CM). Investment memos, Excel models with formulas, PDF/Word/PowerPoint export.

Apr 2026LIVE

Excel Add-in

Build DCF, LBO, and comps models directly inside Excel. AI chat for assumptions and data refresh.

Apr 2026LIVE

Custom Templates

Upload your firm's Excel templates. AI maps cells to data fields. Export with your formatting preserved.

Apr 2026LIVE

Team Workspaces

Role-based access (viewer/member/admin). Invite links, shared deal pipeline, comments, and notifications.

Apr 2026LIVE

On-Demand Documents

15+ document types: IC short memos, teasers, CIM outlines, fairness opinions, earnings previews, flash notes. Plus custom document generation.

Apr 2026LIVE

AI Deal Chat

Ask questions about any deal. The AI reads your full analysis, financials, and memo to give contextualized answers.

Q3 2026SOON

Slack Integration

Deal alerts, stage changes, and analysis notifications directly in Slack channels.

Q3 2026SOON

SSO / SAML

Enterprise single sign-on. Okta, Azure AD, Google Workspace.

Q4 2026SOON

Mobile App

Review deals, read memos, and check deal status on the go.

Mar 2026LIVE

Core Platform Launch

5 IB modules (PE, EQ, M&A, RX, CM). Investment memos, Excel models with formulas, PDF/Word/PowerPoint export.

Apr 2026LIVE

Excel Add-in

Build DCF, LBO, and comps models directly inside Excel. AI chat for assumptions and data refresh.

Apr 2026LIVE

Custom Templates

Upload your firm's Excel templates. AI maps cells to data fields. Export with your formatting preserved.

Apr 2026LIVE

Team Workspaces

Role-based access (viewer/member/admin). Invite links, shared deal pipeline, comments, and notifications.

Apr 2026LIVE

On-Demand Documents

15+ document types: IC short memos, teasers, CIM outlines, fairness opinions, earnings previews, flash notes. Plus custom document generation.

Apr 2026LIVE

AI Deal Chat

Ask questions about any deal. The AI reads your full analysis, financials, and memo to give contextualized answers.

Q3 2026SOON

Slack Integration

Deal alerts, stage changes, and analysis notifications directly in Slack channels.

Q3 2026SOON

SSO / SAML

Enterprise single sign-on. Okta, Azure AD, Google Workspace.

Q4 2026SOON

Mobile App

Review deals, read memos, and check deal status on the go.

Interactive Demo

Revenue

$215.9B

EBITDA Margin

66.9%

EV/EBITDA

29.5x

How it works

Three steps to a full deal package

Enter a company

Type a company name, paste a website, or upload a CIM / financials. Public or private — both work.

AI runs the pipeline

IB Copilot pulls market data, runs financial models, builds comps, scores the deal, drafts the memo, and generates 15+ document types.

Edit, export, and collaborate

Edit your memo in real-time, generate additional documents (teasers, CIM outlines, fairness opinions), export to PDF/Word/Excel, and invite your team.

Every deal workflow, covered

IB Copilot handles the modeling so your team can focus on judgment.

M&A

M&A Advisory

Sell-side, buy-side, fairness opinion. Teasers, CIM outlines, process letters, buyer universe, A/D analysis, synergy models, football field. 15+ on-demand documents.

Learn more →

Watch demo