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PRODUCTION-GRADE AGENTIC AI

Agentic AI for Investment Banks.

Multi-agent research and intelligence systems for capital markets, M&A advisory, sector coverage and ECM/DCM desks – engineered to compress research turnaround from days to minutes while keeping senior analyst oversight in the loop.

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4wk

Pilots

Production-grade pilot in four weeks

50%+

Analyst time freed

Reclaimed from collection & triangulation

24×7

Monitoring

Continuous surveillance across feeds

100%

Senior-led

Senior analyst oversight at every step

HOW IB TEAMS DEPLOY ABI AGENTS

Where IB teams use ABI agents.

Built for deal sourcing, pitch book preparation, sector coverage and live deal monitoring. Four production workflows where multi-agent systems compress turnaround without compromising the standard of senior analyst review.

01 I PITCH BOOKS

Pitch Book Acceleration

Automated comparable companies and precedent transactions tables, sector deep-dives and target screening dashboards – refreshed continuously so the pitch deck on Monday morning is built on Friday-evening data, not last month's universe. Agents pre-build the working files; senior bankers refine the narrative.

10×

Faster comps & precedents build

Live

Continuously refreshed target universe

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What agents deliver

  • Comparable companies tables
  • Precedent transactions universe
  • Sector deep-dives
  • Target screening dashboards
  • Football field valuations
  • Buyer / investor longlists
  • Trading multiples refresh
  • Editable working files in your format

02 I LIVE DEALS

Live Deal Intelligence

Continuous filings and regulatory monitoring during live transactions, competing-bid surveillance and market reaction tracking. Material events surface to the deal team with a pre-built impact note – not a raw alert – so the MD knows what changed and why it matters before the client calls.

24×7

Filings & regulatory surveillance

Pre-built

Impact notes routed to deal team

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What agents deliver

  • Continuous filings monitoring
  • Competing-bid surveillance
  • Market reaction tracking
  • Regulatory event flagging
  • Trading activity anomaly alerts
  • Press & social sentiment monitoring
  • Counterparty / shareholder watch
  • Deal-room ready summaries

03 I SECTOR COVERAGE

Sector Coverage at Scale

Earnings call analysis, expert call summarization and thematic note drafting at 10× speed. Coverage analysts get a first draft of every earnings note, every thematic, every cross-cap read – built from primary transcripts and filings – that they then refine, sign and publish.

10×

Thematic note drafting speed

100%

Of covered names tracked through every cycle

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What agents deliver

  • Earnings call analysis
  • Expert call summaries
  • Thematic note drafts
  • Cross-cap reads
  • Management commentary deltas
  • Sector KPI dashboards
  • Initiation note research packs
  • Consensus tracking

04 I ECM / DCM

ECM/DCM Pipeline Tracking

Issuance calendar surveillance, syndicate intelligence, pricing benchmarks and investor sentiment tracking. The syndicate desk sees the calendar shape one week ahead with a synthesised view of pricing context and investor appetite signals – not 40 emails and three Bloomberg windows.

1 week

Forward calendar visibility & synthesis

Live

Pricing benchmarks & sentiment tracking

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What agents deliver

  • Issuance calendar surveillance
  • Syndicate intelligence
  • Pricing benchmarks
  • Investor sentiment tracking
  • Allocations & book-build read
  • Comparable issues database
  • Roadshow Q&A prep packs
  • Post-deal performance tracking

INTEGRATION, COMPLIANCE & DEPLOYMENT

Practical answers on integration, compliance and team fit.

Every deployment starts with a 4-week pilot on a single workflow, scoped to your CRM, jurisdiction and review process – so compliance and analysts can validate before any scale-up.

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How do agents integrate with our CRM (Salesforce, Dealogic)?
Out of the box for Salesforce, Dealogic, Affinity, DealCloud and Office 365. Agents read from and write back to your existing pipeline records – we don't ask the deal team to switch tools. For bespoke internal CRMs we work against your API or an exported staging table.
What about compliance and audit trail?
Every agent action is logged with timestamp, source, model version and the senior reviewer who signed off. Outputs are versioned, immutable and exportable to your compliance system. We support information barriers, MNPI segregation and watch-list integration. We do not train any external model on your data.
How long to onboard?
Four-week production pilot on a single workflow (typically pitch-book or sector coverage). Weeks 1–2: scoping, data integration, compliance review. Weeks 3–4: build, integrate and live-trial with your team. By end of week 4 you have a deployed workflow with measured uplift – or a clean walk-away.
Can agents handle regulated jurisdictions (US, UK, EU, India)?
Yes. Active deployments and pilot work across US (SEC/FINRA), UK (FCA), EU (ESMA/MAR), India (SEBI) and selected GCC regulators. Information barriers, MNPI handling, restricted-list checks and chaperone logging are configurable per jurisdiction.
Do you replace analysts?
No. Analysts gain leverage. Every agent output is reviewed and signed by a named senior analyst before it reaches the client or the IC. The goal is to take collection and first-draft work off the analyst plate so the analyst's hours are spent on judgement, client conversations and synthesis – the work that actually justifies the bench.

Run a 4-week pilot on one IB workflow.

Pick the workflow with the most analyst pain – pitch books, sector coverage, live-deal monitoring or ECM/DCM tracking. We scope, build and live-trial in four weeks. Measured uplift or clean walk-away.

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BOOK A DISCOVERY CALL

Tell us about your IB workflow.

60-minute call. Walk us through your current pitch-book, sector or live-deal workflow and the analyst pain points. We come back within 48 hours with a 4-week pilot proposal and a redacted sample deliverable from a comparable engagement.

No NDA required for the scoping conversation
Pilot proposal within 48 hours of the call
4-week pilot with measurable success metrics – clean walk-away if it doesn't deliver

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