Capital Markets & Advisory

Investment Banking & Advisory

AI-Powered Deal Execution & Strategic Advisory

Investment banks and advisory firms face large volumes of unstructured data, tight timelines, and complex multi-stakeholder coordination. Scalata's agentic AI platform accelerates every stage — from financial modeling and deal structuring to pitch materials, M&A advisory, and audit-ready documentation.

Real-timeFinancial modeling & valuation analysis
↓ 80%Reduction in manual deal documentation time
End-to-endDeal lifecycle & advisory workflow coverage
SOC 2Compliant & data governance ready

How it works

The four-step journey

The same shape every time: name what is going wrong, put the documents somewhere they can be read, let people ask questions of them, and then hand the repeating parts to agents that do not need asking.

  1. 01

    Confronting Data Fragmentation & Deal Complexity

    Investment banking and advisory teams spend excessive time manually aggregating financial data, building bespoke models, and coordinating across fragmented systems — slowing deal execution, limiting analytical depth, and straining capacity during peak transaction periods.

    Fragmented financial dataManual modelingSlow deal timelinesMulti-stakeholder coordination
  2. 02

    Building a Unified Deal & Advisory Data Core

    Scalata ingests and structures every data source — financial statements, market data, CIM documents, pitch decks, due diligence files, and regulatory filings — into a single searchable repository. Bankers and advisors gain a real-time, comprehensive view of every deal, client, and portfolio position.

    Document AIFinancial statement ingestionCIM & pitch deck parsingUnified deal repository
  3. 03

    Activating Intelligent Deal & Advisory Analytics

    Bankers and advisors query valuations, comparable transactions, risk exposures, and client portfolio performance via conversational AI — receiving precise, actionable insights instantly. Financial models, valuation analyses, and deal memos that previously took days are generated in hours.

    Conversational AIValuation analysisComparable transaction searchPortfolio performance insights
  4. 04

    Full Automation with Proactive Deal AI Agents

    Scalata's AI agents automate deal documentation, pitch material generation, compliance monitoring, and client reporting. The platform drafts financial models, investor presentations, deal summaries, and advisory memos — enabling banks and advisors to scale deal volume without proportional headcount growth.

    Deal memo draftingPitch deck generationCompliance monitoringClient reportingAI Agents

Strategic Outcome

You evolve from a manually-driven deal shop into a high-velocity, data-driven advisory platform. Deal execution accelerates, analytical quality improves, and client deliverables are produced in a fraction of the time — without a commensurate increase in headcount.

Who Scalata serves

  • Investment bankers managing capital raising & underwriting
  • M&A advisory teams structuring & executing transactions
  • Strategic consultants delivering financial analysis & strategy
  • Research analysts building financial models & valuations
  • Client relationship managers preparing pitch & advisory materials
  • Compliance teams ensuring audit-ready deal documentation

What you can generate

  • Financial models and valuation analyses
  • Deal summaries and transaction overviews
  • Pitch materials and investor presentations
  • Comparable company and precedent transaction sets
  • Pitch and committee-ready materials

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Turn weeks of expert work into minutes

See how Scalata fits your team, your data, and your controls.

Contact Sales