The analyst and associate workweek is now the most expensive bottleneck on the deal floor. Generative AI compresses pitch turnaround, accelerates modelling, and shortens the path from mandate to materials. The banks moving first are turning that compression into faster bake-offs, sharper coverage, and material gains in fee capture.
Every IBD seat runs the same loop: pitch, model, track, diligence, ship. The leverage is not in chasing every use case, but in compounding the five workflows that define the analyst and associate week. We engineer AI directly inside those workflows so capacity returns to coverage, MDs, and the next mandate.
A bake-off pitch still consumes the analyst week, even when 70 percent of the deck is templated comps, market updates, and prior precedents. We build agents that ingest your house templates, deal history, and market data to produce a first-draft pitchbook the team can iterate on, not start from. Bankers spend their hours where MDs actually want them: positioning, story, and price.
Discuss this capabilityCoverage teams lose hours rebuilding the same one pagers, IOIs, and CIM teasers across sectors and mandates. We deploy AI that generates marketing materials directly from your CRM, league tables, and prior decks, formatted to your firm's standard. The result is a coverage team that can pursue more lookalikes per week without thinning the quality bar.
Discuss this capabilityEarnings season turns the modelling team into a queue: refreshing comps, rolling forecasts, and chasing figures across 10-Ks and 10-Qs. We build systems that update models with new earnings the day they print, run audit checks for formula and linkage errors, draft initial operating models from filings, and extract figures and footnotes directly from SEC documents. Models stay current and clean without burning a junior week.
Discuss this capabilityMost deal trackers are a manual exercise in chasing analysts for status updates. We build pipeline systems that monitor coverage activity, market triggers, and competitor moves in real time, surfacing the targets that warrant outreach this week. MDs walk into Monday with a live pipeline instead of a deck the staffer rebuilt over the weekend.
Discuss this capabilityA live data room can hold thousands of documents that two associates read for three weeks. We deploy diligence agents that read the full room, extract financials, flag risks, and cross-reference contracts against the working draft of the SPA. Diligence cycles measured in weeks compress to days, and the team focuses on judgment instead of page-turning.
Discuss this capability“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.”
Our team has sat in the analyst, associate, and VP seats at bulge bracket and elite boutique firms. We know the workweek we are compressing because we lived it.
Pitch turnaround, staffing, bake-offs, and MD review cycles are not abstractions to us. We design AI for how an IBD team actually moves a mandate from pitch to close.
Bank IT, infosec, and compliance reviews are where most AI vendors stall. We build inside your environment, against your controls, so production is the destination, not the pilot.
Client data, MNPI, and deal documents never leave your perimeter. We deploy systems that meet the standard your compliance and infosec teams expect on a live mandate.
Book a working session with our team. We will map the workflows where AI returns the most analyst and associate hours per week, and the ones where the lift does not justify the build.
