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Product Use Cases

01Pitch Book Preparation & Market Research
Build deal-winning pitches and ramp on markets with AI-synthesized insights from exclusive, verified content.
- Expert call transcripts with former executives and industry insiders covering private and public companies
- Exclusive broker research from 1,500+ premium sources including boutique firms
- Internal firm intelligence for comprehensive outputs
- Deep Research delivers polished market primers on command

02Buyer and Target Identification
Identify the highest-value buyers faster with AI-driven analysis of M&A activity patterns and proprietary signals.
- Private and public company coverage spanning 40M+ entities globally
- Earnings call analysis revealing acquisition appetite
- Historical M&A pattern recognition across buyer types
- Buy-side coverage revealing strategic priorities and acquisition criteria

03Transaction Comps & Valuation Analysis
Source accurate transaction comps and multiples with AI that processes thousands of data points in seconds.
- Real-time trading and transaction multiple analysis
- Sector-specific valuation benchmarking from exclusive research
- Extracts KPIs across large comparable sets instantly with GenGrid
- Fully drivable and automatically updated Canalyst models

04Deal Prep & Due Diligence
Accelerate deal execution with comprehensive risk analysis powered by proprietary content sources and exclusive expert coverage.
- Expert call insights on industry headwinds and competitive threats
- Synthesize large amounts of data to get deals to market quicker
- Regulatory and ESG risk intelligence from specialized sources
- Ask in Doc functionality for instant CIM and VDR analysis

Product Benefit

01Win More Mandates With Deal-Winning Insights
Expert insights and private company intelligence surface opportunities competitors miss — helping you differentiate pitches and secure higher-value sell side mandates.

02Execute Deals Faster With AI Synthesis
AI synthesizes comps, breaks down buyer lists, and drafts management presentations automatically — freeing bankers to focus on advisory work that drives deal success, not compilation tasks.
