For M&A advisors & investment banks
Give your senior team their hours back.
Analyst3 builds AI agents that take on the repeatable work of running an advisory practice – business development, thought leadership and the relationships that bring deals to you, deal execution, and the operations and admin in between – as governed workflows your firm owns, so your senior people spend their time on the judgment and relationships that grow the business.
The opportunity
Leverage, not headcount.
Every MD is running a business – a book of clients, a pipeline, a web of relationships – and only a fraction of that time goes to the work that actually needs them. The rest is repeatable: sourcing and follow-up, drafting and scheduling, reporting, CRM upkeep, back-office admin. Analyst3 builds AI agents that take that work on as governed workflows on the tools you already use, giving your team the capacity of a bigger firm without adding headcount. You own the code and your data stays yours.
Where we create leverage
The repeatable work of running your practice.
The workflows AI agents take on across your practice, stage by stage. Your assessment picks the first two.
Origination & BD
Win mandates across every origination channel.
- Market mapping & sector research
- Targeted seller sourcing & list-building
- Lead-list cleaning, enrichment & pre-qualification
- Circle-of-influence & referral nurture
- Thought-leadership content (LinkedIn, articles, market commentary)
- Pitch & mandate development
Preparation & packaging
Get to market with less desk time.
- Buyer-list construction
- Indicative valuation & comps
- Teaser & CIM drafting
Marketing & outreach
Run a tight process at scale.
- Outreach & personalization
- Reply triage
- Meeting preparation
- Meeting follow-up & CRM
Diligence & execution
Keep deals moving.
- Diligence synthesis & Q&A
- Process management & tracking
Firm operations & admin
Run the back office without the busywork.
- Client & pipeline reporting
- Process reporting & IOI/LOI tracking
- Invoicing & finance admin
- Scheduling & inbox triage
- Client onboarding & intake
- CRM enrichment & hygiene
Recommended entry point
Begin with one revenue workflow and one capacity workflow – for example, targeted seller outreach with pre-qualification plus meeting-to-CRM automation. Set baselines before launch, then evaluate turnaround time, completeness, adoption and exception rates after 90 days.
What remains human-led
- Client advice and transaction strategy
- Relationship-building and the outreach conversations themselves
- Valuation conclusions and fairness judgments
- Approval of external communications
- Legal, regulatory and fiduciary decisions
- Final review of client-facing deliverables
- Your voice, and what publishes under your name
Request a workflow assessment for your advisory team.
We map where the manual hours sit across your mandate lifecycle and rank what AI should take first.