AI workflow partner for M&A advisory
Secure, custom AI workflows for deal teams.
Analyst3 designs, builds and operates custom AI workflows and agents that take the repeatable work off M&A advisors, investment banks and business brokerages – across the full deal lifecycle, on the systems you already use, and owned by you.
- Live in weeks
- 12-month partnership
- Your code, IP and data
Own it, don't rent it
Own your AI – don't rent it.
Rent AI and you start over every quarter. Own your workflows and agents and they compound.
Most firms buy a tool, run a pilot and end up renting intelligence they never control. Analyst3 is the opposite. We embed with your team, build the workflows that move your deals, and hand you the keys. Every workflow we ship is built on your systems and yours to keep – and each one makes the next one faster.
"We don't want to be another vendor you rent. We embed, build the workflows that move your deals, and hand you the keys. You own everything – and it keeps compounding whether we're in the room or not."
Leadership, Analyst3
The model
Assess. Build. Operate.
One embedded team that owns your deal-operations layer end to end – then keeps compounding it every month.
- 01
Assess
We map where the manual hours and bottlenecks sit across your lifecycle and rank what AI should take first, as a phased roadmap. This is the on-ramp to the partnership.
- 02
Build
We ship focused agents and workflows against the highest-ROI targets, integrated into the tools you already run – CRM, email, document and data-room systems. Live in weeks, not quarters.
- 03
Support & expand
We monitor and harden what's live – the workflows you own – then build the next, month over month. Your deal-operations layer compounds.
Why it works
Three disciplines, one function.
AI models get cheaper and better every month. What isn't free is knowing how to make them run inside a deal process – safely. Analyst3 brings three disciplines into one retained function, the same way you retain counsel or an accountant.
Deal & domain expertise
We know how origination, screening, diligence, IC and portfolio work actually run – so every workflow ties to a number that matters (turnaround, completeness, coverage, adoption), not a feature that looks impressive.
Secure engineering
We actually build it. Agents, automations and integrations shipped into the systems you already run, inside your permissions and governance. We do the work – we don't advise on it from the sidelines.
AI research & model economics
Your Deal Lead tracks token costs, new model releases and open-source alternatives, then swaps in whatever is materially better and safer for confidential data.
Most vendors are reactive – you open a ticket, they fix it. We watch your workflow performance, the model market and your pipeline every month, so your AI layer always has someone steering it.
What stays human-led
AI does the legwork. Your team keeps the judgment.
We automate the legwork, not the judgment. These decisions stay with your professionals:
- Client advice and transaction strategy
- Valuation conclusions and fairness judgments
- Investment decisions and IC approvals
- Approval of external communications
- Legal, regulatory and fiduciary decisions
- Final review of every client-facing deliverable
The engagement shape
From 90-day accelerator to managed deal operations.
Two phases across a 12-month term. We prove value fast, then build continuously against the roadmap.
Phase 1 · Months 1–3
90-Day AI Workflow Accelerator
An operating diagnostic and business-object map of your lifecycle, a data model and existing-tool audit, one revenue-oriented workflow and one capacity workflow built and live, a Phase 2 roadmap, and weekly check-ins. You see real output in the first quarter – with baselines set before launch and a 90-day success review.
Phase 2 · Months 3–12
Managed Deal Operations
Continuous build and expansion of roadmap workflows – build capacity, not a support contract – plus monitoring and integration maintenance, incident response, quarterly optimization, monthly executive reporting, a dedicated knowledge base, and enablement for your team. Usage is measured in understandable business units, not raw AI tokens.
Meet your Deal Lead
A real operator on your account – not a ticket queue.
You codesign with a person, not a portal. Your Deal Lead learns your firm's criteria and process, watches the model market, and steers your AI layer every month. Once a workflow is live, we monitor it, harden it and keep it improving – so your team gets dependable output, not a demo that drifts.
What's included
Everything it takes to build, run and govern it.
| Included | What it means |
|---|---|
| Strategy & roadmap | A living roadmap of the highest-ROI workflows, sequenced so every month of effort lands where it matters most. |
| Workflow & agent builds | We ship the agents and automations themselves, integrated into your systems. Build capacity, not just advice. |
| Monitoring & reliability | We watch what we built, catch issues early and respond to incidents so live workflows stay dependable in production. |
| Optimization | We harden and tune existing workflows as your criteria, data and deals change – improving accuracy and output. |
| Governance & auditability | Permissions, approval gates where a workflow calls for them, documented data sources and traceable inputs/outputs where available. |
| Reporting | Monthly executive reporting on workflow performance, usage and the roadmap ahead. |
Tiers
Scoped on stages owned and KPIs, not agent counts.
Tiers scale on how many lifecycle stages your agents cover and the deal-team KPIs we're accountable for – not a count of agents. We scope the right fit from your assessment.
| Tier | Best fit | What's covered | Team & support |
|---|---|---|---|
| Deal Desk | Boutiques, independent sponsors and emerging funds | One lifecycle stage end to end (e.g. origination or screening); own 1–2 KPIs vs. baseline. | Shared AI engineer + a Deal Lead; next-business-day support; monthly executive readout. |
| Deal Engine (most chosen) | Mid-market advisory firms and mid-size funds | A cross-lifecycle layer – 2–3 stages (e.g. origination + evaluation + relationships); own 3–4 KPIs. | Dedicated AI engineer + a Deal Lead; same-business-day support with incident response; biweekly working session + QBR. |
| Firm Operating Layer | Established platforms and larger funds | Your firm-wide AI deal-operations layer, unlimited workflows; accountable for 5+ firm-level outcomes. | Dedicated engineering pod + Deal Lead + solution architect; four-hour support response; weekly working session. |
The stages (origination, evaluation, execution, relationships, portfolio) are illustrative. Your assessment names the ones worth owning; pricing is scoped from that, not a fixed menu. The 12-month partnership is billed via a one-time implementation fee plus an annual managed subscription, with usage allowances in business units. You own the work product on full payment.
Start with a paid on-ramp – credited 100% to your engagement.
Request a workflow assessment (2–3 weeks). You leave with a prioritized roadmap, a working prototype and a firm number for a full engagement – and if you continue into the accelerator, the assessment fee is credited in full.
Who it's for
Right for you – or not.
Right for you
- Multiple systems that don't talk to each other – CRM, inboxes, data rooms, spreadsheets
- Manual handoffs across origination, diligence, IC and portfolio
- You want a long-term AI operations partner, not a one-off build
- Leadership ready to invest in compounding, owned systems
Not the right fit
- – Pre-launch, or still defining the core deal process
- – You want a single chatbot or a quick demo
- – No existing systems or deal data to build on
- – Looking for a one-time build and done
FAQ
Questions deal teams ask.
Ready for a deal team that scales without headcount?
Start with the assessment, then move into the partnership that builds, runs and keeps improving your workflows.