Best AI Tools for IB

AI Tools for Deal Sourcing and Buyer List Creation

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Grata

‍Grata is an AI-powered search engine for discovering and researching private companies. It’s particularly useful for sourcing middle-market targets across sectors.

Key Features:

• 12M+ private company profiles
• Search by geography, financials, industry, and intent
• CRM integrations and pitch deck generation

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Capix

‍Capix is a purpose-built AI platform for creating targeted buyer lists and sourcing private company opportunities. It's optimized for lower-to-middle market M&A workflows.

Key Features:

• AI Based List Generation Approach
• 39M+ company profiles
• Contact data on 100M+ executives

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Want to see it in action? Book a quick demo and start building cleaner mandates and stronger investor pipelines.

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Sourcescrub

‍Sourcescrub blends AI and human-in-the-loop processes to maintain a clean database of bootstrapped and founder-owned companies.

Key Features:

• 15M+ company profiles
• Custom lists and enrichment services
• CRM and workflow tool integrations

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Tracxn

‍Tracxn tracks early-stage and VC-backed companies across emerging sectors.

Key Features:

• 3M+ startups
• Market reports and emerging trend alerts
• Investment signals and curated watchlists

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PitchBook

‍PitchBook is a widely-used platform that combines financial data with M&A deal tracking and AI-enhanced research.

Key Features:

• Deal multiples, comparables, and exit data
• Predictive insights and valuation benchmarks
• Excel plug-in and LP/GP coverage

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AI Tools for Market Intelligence

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AlphaSense

‍AlphaSense helps investment professionals search earnings calls, filings, and reports using AI.

Key Features:

• Semantic document search
• Real-time alerts and monitoring
• AI-powered summarization

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Kensho

‍Kensho, built by S&P Global, extracts financial insights from unstructured data.

Key Features:

• Predictive analytics
• NLP for parsing transcripts and reports
• Custom risk dashboards

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S&P Capital IQ Pro

‍Capital IQ Pro is a research platform offering powerful screening, visualization, and Excel integration.

Key Features:

• AI-enhanced document summaries
• Sector-specific dashboards
• Integration with models and comps

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Bloomberg Terminal (AI features)

‍Bloomberg’s AI enhancements include sentiment analysis and predictive modeling.

Key Features:

• NLP-based news sentiment
• Advanced charting and alert systems
• Real-time financial monitoring

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AI Tools for Writing and Communication

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InboxPro

‍InboxPro improves email productivity through automation.

Key Features:

• Email tracking and follow-up sequences
• Scheduling and availability insights
• CRM integrations

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Symphony

‍Symphony is a secure messaging and collaboration platform designed for finance.

Key Features:

• Compliant messaging
• Workflow automation
• AI-enhanced chat search and alerts

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AI Tools for Slide Creation

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SlidesAi

‍Creates PowerPoint decks automatically from descriptions.

Key Features:

• Automated slide generation
• Template options
• Real-time editing

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Mentimeter

‍Makes slides interactive with real-time audience input.

Key Features:

• Live Q&A and polling
• Charts and word clouds
• Post-meeting analytics

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AI Tools for Data Analysis & Excel Workflows

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OpenAI GPT-4o

‍GPT-4o is used across Excel plugins and in workflow tools to automate summaries and insights.

Key Features:

• Text generation and summarization
• Code and formula generation
• Email and memo drafting

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Power BI / Tableau

‍Both tools use AI to visualize and interpret data.

Key Features:

• Natural language queries
• Predictive visuals
• Cross-source dashboards

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Microsoft Excel Copilot

‍A native AI assistant for Excel.

Key Features:

• Formula suggestions and debugging
• Pattern recognition in datasets
• Auto-generated summaries

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GPT Excel / ExcelMaster / Sheety.ai

‍Excel-specific AI tools that assist with formulas, charts, and cleanups.

Key Features:

• Formula generation from natural language
• Cell-by-cell explanations
• Instant dataset insights

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Final Thoughts

AI is reshaping investment banking — from deal origination to portfolio analysis. With the right tools, banks can move faster, make better decisions, and scale sourcing and communication without scaling headcount.

Firms that invest early in integrating AI across their workflows will have a measurable edge — not only in productivity, but also in identifying and winning deals ahead of the market.

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About the Author

Luiz Vitor Germanos Teixaira is a seasoned deal-sourcing strategist with a track record of building target lists for some of the world’s largest M&A transactions. His tenures at Bank of America and BTG Pactual have given him front-line insight into thousands of deals, experience he now channels into actionable guidance for investors.