envest
Investment Banking

Deal faster with AI-powered intelligence.

Streamline deal sourcing, due diligence, and pitch book creation. Envest helps investment banks research more thoroughly and move faster.

Deal execution at institutional speed.

Investment banks process thousands of companies, documents, and data points per deal. Envest automates the research layer — sourcing targets, analyzing financials, and generating pitch materials — so bankers spend less time on data and more on relationships and execution.

60%faster due diligence cycles
Key capabilities

Deal Sourcing

AI monitors thousands of companies, sectors, and geographies. Surface acquisition targets matching your firm's investment criteria.

Due Diligence

Automate the analysis of financial statements, market data, and regulatory filings across target companies. Reduce due diligence time by 60%.

Pitch Books

Generate pitch materials automatically. Market overviews, company profiles, financial comps, and transaction precedents — all from a single query.

Industry Research

Continuous monitoring of sectors, competitors, and regulatory changes. AI-powered summaries and alerts keep your team informed.

Deal workflow
01

Source

AI monitors targets matching your criteria

02

Screen

Automated financial and market analysis

03

Prepare

Generate pitch books and teasers

04

Execute

Real-time monitoring throughout deal process

Traditional vs. AI-powered deal workflow
Feature
Envest
Traditional approach
Target sourcing
AI scans thousands of companies continuously
Manual screening of limited universe
Due diligence
Automated analysis of financials and filings
Manual review by analyst team
Pitch books
AI-generated with banker review
Built from scratch each time
Industry monitoring
Real-time alerts on relevant changes
Periodic manual research
10xfaster research cycles

Envest reduced our earnings analysis time from 8 hours to 45 minutes. Our analysts spend more time on judgment and less on data gathering.

Head of Equity Research

Global Investment Bank

80%time reduction in reporting

We automated 80% of our monthly reporting process. Board materials that took three days now take half a day.

CFO

Fortune 500 Financial Services

SOC 2 Type IIISO 27001GDPR CompliantEnterprise Ready

See how Envest accelerates your deal pipeline.