Deal execution intelligence for investment banking teams
QuantRidge gives investment banking teams a single platform for deal modeling, client coverage, pitchbook analytics, and transaction pipeline management — with AI that accelerates the work that used to take analysts all-nighters.
Key metrics tracked
Everything you need
Purpose-built features for Investment Banking — not generic finance tools bolted together.
- M&A accretion/dilution and merger model templates
- LBO, DCF, and comparable company / transaction analysis
- Deal pipeline with mandate tracking and win/loss analysis
- Client coverage CRM with relationship mapping
- Pitchbook slide data and comp table generation
- Fee calculation and revenue attribution by banker
- League table tracking and market share analytics
- Regulatory filing tracker and timeline management
- AI Analyst for precedent transaction research
- Secure deal room with version control and audit trail
AI Capabilities
Powered by QuantRidge AI agents
- Precedent transaction research and data extraction
- Comparable company screening and metric extraction
- Pitchbook content generation from templates and live data
- Regulatory filing summarization
- Deal timeline and milestone risk flagging
- Client briefing preparation and relationship intelligence
Connects with
How it works
A workflow built for how investment banking teams actually operate.
Originate and track mandates
Log potential mandates in the pipeline, track client conversations, assign bankers, and forecast revenue probability — so coverage heads always know where deals stand.
Build models at speed
Start from proven M&A, LBO, and DCF templates. AI Analyst pulls comps, precedents, and public filings to pre-populate assumptions — cutting first-draft model time by 70%.
Prepare and present pitchbooks
Use comp tables, transaction screens, and valuation football fields generated directly from live data. No manual data entry, no stale numbers the night before the pitch.
Close and report
Track deal milestones, manage regulatory timelines, and generate tombstone data for league table submissions and internal revenue reporting.
Common use cases
How Investment Banking teams use QuantRidge every day.
M&A comparable analysis
Pull precedent transactions and trading comps from integrated databases, build football fields, and present valuation ranges — all without leaving the platform.
Pitchbook automation
AI generates comp tables, market overview slides, and transaction screen pages from live data — dramatically cutting the time from pitch request to delivery.
Pipeline forecasting
Model expected fee revenue by quarter based on pipeline probability weightings, historical win rates, and deal stage — enabling accurate business planning.
Client relationship analytics
See every interaction, deal history, and revenue generated by client relationship — so coverage bankers know where to focus for the next mandate.
Ready to see it in action?
Get a personalized demo for your Investment Banking team, or start a free trial today.