Investment Banking
Eliminate the operational drag on deal teams. Automate client reporting, regulatory compliance, and revenue analytics so your bankers focus on mandates.
The Reporting Burden That Undermines Deal Capacity
At bulge brackets and elite boutiques alike, the most expensive hours in the firm are the ones senior bankers spend on reporting, compliance documentation, and data assembly rather than client work. A managing director who spends fifteen hours per week on internal reporting is a managing director not closing mandates.
The problem compounds across deal teams. Pitch book data is assembled manually from disparate systems. Client reporting requires pulling figures from multiple sources and reformatting them for each relationship. Regulatory filings — MiFID II transaction reporting, SEC compliance documentation, conflicts disclosures — demand precision under tight deadlines. And revenue attribution across products, industries, and origination teams is always contentious without a clean data foundation.
Equiforte brings institutional-grade automation to investment banking operations. Deal teams get the data they need instantly. Compliance teams work from a single source of truth. And leadership has the revenue visibility to make informed capacity and compensation decisions.
Capabilities Built for Investment Banking
Deal Pipeline Analytics
Real-time visibility into deal pipeline by product, industry, stage, and originator. Track mandate conversion rates, deal velocity, and revenue at risk from a single dashboard.
- Live pipeline by product and sector
- Win rate and conversion analytics
- Revenue forecast by banker and team
Client Reporting Automation
Generate institutional-quality client deliverables — transaction summaries, portfolio valuation updates, capital markets briefings — directly from your deal and market data. Consistent output, zero manual assembly.
- Automated transaction reporting
- Capital markets update packages
- Custom client-level templates
Regulatory Compliance
Automate MiFID II transaction reporting, best execution documentation, conflicts disclosures, and SEC filing support. Equiforte maps your deal data to regulatory schemas and generates submission-ready outputs.
- MiFID II and best execution automation
- Conflicts of interest documentation
- SEC exam and audit trail readiness
Revenue Attribution
Eliminate the quarterly revenue allocation debate. Equiforte tracks origination credit, execution contribution, and product economics across every transaction with a defensible, auditable methodology.
- Multi-party origination tracking
- Product and industry revenue breakdown
- Compensation support analytics
Pitch Book Data Integration
Pull live comparable company data, precedent transaction analysis, and market statistics directly into your pitch infrastructure. Cut pitch preparation time in half without cutting corners on accuracy.
- Live comps and precedent transactions
- Automated market data updates
- Standardized pitch templates
Transaction Documentation
Generate fairness opinion documentation, valuation support files, and closing binders with full data lineage. Every number traces back to its source, satisfying auditors and regulators alike.
- Fairness opinion data packages
- Valuation methodology documentation
- Closing binder automation
How Equiforte Works for Deal Teams
Connect Your Data Sources
Equiforte integrates with your CRM, deal management system, market data providers, and accounting platform. Data flows in automatically — no manual exports, no reconciliation.
Automate Outputs
Client reports, regulatory filings, pipeline dashboards, and revenue analytics are generated from your live data. Your team reviews and refines; Equiforte handles the assembly.
Audit-Ready by Design
Every output includes full data lineage and approval records. Regulatory examinations, client disputes, and compensation reviews are handled with confidence.
Give Your Bankers Back Their Time
See how Equiforte automates the reporting and compliance work that consumes your deal teams. Book a tailored demo.