Success Stories > Deal Intelligence
Deal intelligence: from the first signal to the finished deck.
Together with a team from investment banking, Axodren develops a state-of-the-art platform for deal intelligence.
Delivered.
From kickoff to a productive platform in under 12 months
Origination, research and deliverables united in one system
Built on the client's infrastructure, the data stays in-house
Briefed.
The challenge
The team wants to rebuild its deal workflow: repetitive but time-consuming work dominates the day. Company profiles, longlists, one-pagers and analyses up to due diligence are produced by hand from scattered sources, the market is watched only occasionally, running mandates are tracked manually.
The goal: a platform that carries the repetitive work, and gives the team more time for the qualitative tasks: judgement, valuation, approach.
Built.
One platform for the entire deal flow.
In close collaboration with the team we developed a system that brings all deal work together in one place, from the consolidated company graph through screening, sourced dossiers and continuous market monitoring to the finished document. On one interface, on the client's infrastructure. That is the core; the platform can do more than one page should tell.
Research that shows its sources.
In investment banking, a claim without evidence is worthless. That is why the platform follows the same rule as everything we build: no statement without a source. Dossiers cite instead of claim, and where the data does not hold, the system flags the gap instead of filling it.
The market, read continuously.
Watchlists keep relevant companies in view, signals from news and market situations are reported with priority. The team sees early where movement is emerging, instead of reading about it when others are already acting.
From the system into the deck.
The last step decides: profiles, comps and buyer lists are produced as bank-ready documents in the familiar format. The system delivers the sourced skeleton, professional judgement stays with the team.
Outlook
The platform keeps growing: new workflows emerge where they have the next lever, prioritised together with the team, straight out of daily business.
Heard.
"We stopped searching for numbers and started checking them. The dossier tells us where every statement comes from. Before, somebody did that at night."
Senior management · Client team from investment banking
Deal work forgives no unchecked statement. That is why source references here were not a feature but the foundation, and the reason the team now trusts the system with its daily business.
Project team · Axodren
Sound like your daily work?
Research by hand, evidence in emails, documents from five sources: if that sounds familiar, a conversation is worth it. We will show you what is transferable from this project.
