AI Tools

Select from the AI agents below to help with your corporate finance needs.

Category

NDA Tracker

Create a custom NDA Tracker tool, where you can view the status of your NDAs for individual deals in real time to determine their status, when they expire, if they’ve been edited and more. Purchase your access code now to have unlimited access for three months, with as many NDAs as needed.  Purchase Access Code

Live Closing Checklist

Create a live, closing checklist with as many user as you’d like to invite. Every user can make additions and edits, with every change timestamped for all to see. Now you’ll have one, live closing checklist for your deals, to help speed up the closing process and keep all parties up to date with delays...

AI Private Equity Banker

Consult with our AI Equity Banker to get thorough and quick recommendations for potential private equity investors and partners. You’ll received a curated list of private equity funds that align with your company profile along with direct contact information of the deal team members.    

AI Debt Banker

Consult with our AI Debt Banker to get immediate recommendations on various debt options that are available to your company. You’ll receive direct introductions to hundreds of institutional lenders, who lend anywhere from $500K up to over $100M. .