The Industry
Get Better, Faster & More Efficient in a Highly Dynamic, Deal-Based Environment
Investment banking is a demanding sector that is changing all the time, so we know that keeping your teams ahead of the game, closing deals, and winning business is a top priority for your organization You can streamline the way you work and keep the focus on what truly matters, with our help.
Free up your team to add more value by automating time-consuming tasks by using our digital tools.
Eight of the top 10 global investment banks across multiple product sector teams place their trust in Evalueserve. With over 10,000 automations delivered, our clients include bulge-bracket banks, commercial banks, boutiques and mid-market firms.
Investment Banking Advisory
End-to-end deal support from origination to execution. Some of our solutions include valuation, transaction advisory, restructuring, and product support.
Advanced Analytics
High-quality insights for better decision-making in the deal origination and transaction processes delivered to you through our deep sector expertise and analytics capabilities
Back Office Support
Support across multiple functions including 24/5 BIS and library coverage, desktop publishing and design, and marketing support such as content production, analytics, and marketing information systems.
Innovation & R&D Intelligence
Fuel the innovation engine through knowledge and actionable insights and enable organizations to survive and thrive in today’s competitive world. As the world’s largest provider of R&D intelligence solutions, you can rest assured that Evalueserve will provide the strategic insights at the right time and keep you ahead of your competition and technology curve.
Reference Case
Pitchready Improves Employee Productivity & Pitchbook Quality at Top US Bank
Creating pitchbooks is one of the most time-sensitive and intensive tasks for Investment Bankers. A large U.S. bank sought Evalueserve's help with saving their bankers time and improving the quality and consistency of their pitchbooks.
Related Resources
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Alternative data: Changing the dynamics of investment research
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Related Products
AI-optimized products that scale.
We offer a distinct suite of products with careful attention to client-specific agility and seamless integration into existing platforms.
Researchstream
Streamline research requests and improve knowledge management with Researchstream, a modern workflow platform that’s highly configurable and built for investment banking needs.
Pitchready
Modernize pitchbook creation with Pitchready, a PowerPoint add-in for faster, easier access to client-ready logos, tombstones, and templates.
Compsbuilder
Accelerate the valuation process with a one-stop platform for trading comps and benchmarking data. Automatically remove duplications and standardize data for re-use.
Spreadsmart
Automate financial data extraction for valuation. Compatible with various file types. Improve accuracy and increase the speed of financial spreading by 70%.
