An IBD division at a North American bulge bracket bank shipped a bespoke deal-workflow system inside its secure environment in under six months, automating the repetitive first-draft work that used to burn analyst nights.
Analyst and associate teams were burning nights on pitch books, comparable company screens, and first-pass financial models. The work was pattern-heavy but sat behind enough compliance and proprietary-data constraints that no vendor tool could touch it.
Internal engineering had the build on a roadmap roughly a year out. The division could not wait that long to move, and every week the gap stayed open was a week competitors could close it.
Everlake embedded as the division's skunkworks unit and owned the build end-to-end. We shipped a bespoke application that ingests the firm's internal deal archive, precedent transactions, and sector research, then generates first-pass pitch materials, comparable sets, and trading-comps benches in the firm's house style.
The system runs inside the bank's secure environment, respects existing information barriers, and integrates with the tooling analysts already use. Everlake owned UI, infrastructure, and model orchestration, with the internal team taking over operations at handover.
Typical pitch-book turnaround on standard mandates compressed from days to hours.
Of repetitive first-draft analyst work automated on the covered workflows.
Shipped to production against an internal estimate of ~12 months.
"Everlake ran as our skunkworks unit and shipped a production system our internal team would have taken a year to staff for. It is cleared, it is inside our environment, and it is already changing how our analysts spend their week."