Overview
Accelerate Deal Flow with AI
Investment banking is a fast-paced industry that often requires junior bankers to spend valuable time on manual tasks, leading to high attrition and a growing talent gap. Banks need to modernize their operations and leverage technology to boost productivity and speed up deal flow.
Generative AI is transforming the way we work, and we believe it has the potential to revolutionize the role of the junior banker, with more insights available than ever before and the power to automate and personalize how you deliver insights.
At Evalueserve, we combine deep domain knowledge with advanced automation and AI technologies to provide quick intelligence solutions that enhance productivity, optimize core processes, and give you a competitive edge in the investment banking industry.
Our solutions empower junior bankers to upskill, create value, and improve their work-life balance, while also driving business growth.
- Optimize deal flow: Benefit from our experience in over 20 investment banking engagements by implementing best practices to streamline your deal flow
- Leverage the power of data: Improve database management to support recurring projects and boost productivity
- Scale with automation: Our solutions are powered by AIRA (AI for Research and Analytics), a hub of configurable, microservices-based modules enabling us to design end-to-end, ROI-generating solutions tailored to your unique needs
Our Advantage
Delivering Results
Dedicated Investment Banking Professionals
Faster Turnaround Time
Customer Rating
Our Capabilities
AI-Powered Solutions to Boost Efficiency
Deal Origination
Identify targets and generate screenings, company profiles, trading & transaction comparable, pitchbooks, benchmarking, charts, and additional ad-hoc research.
Deal Execution
Augment your team with support for deal preparation and marketing on CIMs and teasers, financial modelling, buyer/investor trackers, reviewing NDAs, marketing summary slides, letters of interest (LOI), and more.
Valuation
Receive expert fairness and solvency opinions (comps, financial modelling, transactions) and financial reports (purchase price allocation study, liquidity analysis, capital structure, debt maturity, WACC analysis).
Transaction Advisory
Seasoned professionals support the pre-deal phase (lead generation and proposal support), financial analyses (financial statement schedules preparation and reconciliation), and report writing.
Restructuring
Expand outreach and win more mandates by scaling business development, deal execution, and business transformation.
Product Support
Leverage end-to-end support for ECM, DCM and Leveraged Finance divisions on SPAC analyses, IPO/FPO case studies, LBO models, credit memos, stress testing, covenant & headroom analysis, and roadshows.
Business Information Systems (BIS) and Library Services
Gain 24/5 access to high-quality company, industry, and economics research provided by our BIS and library teams.
Desktop Publishing and Design
Transform in-house desktop publishing teams by leveraging tools and teams to format and rebrand pitches and marketing materials.
CRM, Marketing, and COOs
Procure industry newsletters, client relationship mapping, free wallet share analysis, tracking board & C-level movements, and marketing information systems.
Reference Case
Smart CRM Solution Enables Global Merchant Bank to Reduce Turnaround Time by 50%
Financial services firms are increasing their investments in equipping their client-facing teams with information that can help personalize their client interactions and stay up-to-date with changing business requirements. These processes can be enabled through the implementation of a robust consumer relationship management (CRM) system.
Related Resources
Optimize your outcomes.
Technology Sector – Q1 2022 Update
In Q1 2022, the global economy was affected by several factors such as inflation, high interest rates, and the Russia-Ukraine conflict. These factors also affected the technology sector as it experienced lower listing activity, and weaker stock performances and valuations. However, the sector’s long-term outlook is positive and it is expected to experience normalized growth for the remainder of 2022. This update covers the technology sector’s Q1 2022 performance and 2022 outlook.
The Attractiveness of the Cannabis Market
The Cannabis Industry has been emerging as a multi-billion dollar industry with legalization continuing to evolve amid growing public support and favorable bills and acts. North America, one of the major contributors of the Global Cannabis Market generated a net sales of $22.9 billion in 2020 and is expected to grow in line with the Global CAGR of ~17% for the next 5 years and reach ~$50 billion by 2025.
Q1’22 – Earnings Review (Bulge Bracket Banks and Advisory Firms)
The ongoing geo-political tensions, inflationary pressures, and extreme market volatility has halted investment banking revenues of the bulge bracket banks in the first quarter of 2022. However, advisory revenues remained robust as firms ramped up their internal pipelines and hired senior executives.
M&A and Capital Markets Activity in Financial Services Industry Q1’22 Review
Shockwaves from the Ukraine Crisis and tightening of financial conditions have tested the Financial System’s resilience in 1Q’22. Deal activity across all the sub-sectors declined as investors traded cautiously while deploying their capital.
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%.
