Artificial Intelligence (AI) is no longer a futuristic concept in investment banking—it's already transforming how bankers source deals, manage data, and make decisions. As competition intensifies and data volumes explode, firms that embrace AI are gaining a strategic edge in everything from M&A advisory to client engagement.In this article, we explore how AI is disrupting traditional investment banking workflows, unlocking productivity, and reshaping the role of bankers in a fast-evolving financial landscape.‍

Private debt firms are under increasing pressure to move quickly, assess risk accurately, and uncover high-quality lending opportunities before the competition. Enter ChatGPT: a generative AI tool that, when integrated with platforms like Capix, transforms how private debt teams source deals, evaluate creditworthiness, and support portfolio companies.

As private equity evolves in the AI era, firms are embracing tools like ChatGPT to streamline sourcing, improve diligence, and make faster, better-informed investment decisions. When paired with purpose-built platforms like Capix, ChatGPT transforms from a general AI tool into a deal-making engine customized for the PE workflow.

Artificial Intelligence (AI) is revolutionizing the private equity (PE) landscape, enhancing deal sourcing, due diligence, portfolio management, and operational efficiency. In 2025, PE firms are increasingly adopting AI tools to gain a competitive edge in a dynamic market. This article explores the top AI tools transforming private equity operations.

Overview of the best AI tools for investment banking and M&A professionals.

**Best CRMs for Placement Agents: Track Fundraising Mandates and Maximize Investor Coverage** Looking to upgrade your CRM? This article explores why placement agents need purpose-built CRM tools, the key features to look for, and the top platforms designed to support mandate execution, investor engagement, and compliance. *June 10, 2025* *5-minute read* Placement agents operate differently than traditional sales teams. Their role is to connect fund managers or private companies with institutional investors — a process driven by long-term relationships, strategic introductions, and fundraising execution. A generic CRM won’t cut it. The best CRMs for placement agents are purpose-built for capital raising — helping track mandates, segment LPs, monitor investor engagement, and support compliance.