Investment Deal Chatbot
A chatbot that knows every deal in the book.
- Problem
- Analysts spent hours digging through data rooms, term sheets and prior deal files to answer basic questions about live and historical transactions.
- What we did
- Built a deal-aware chatbot grounded in the firm's deal corpus with role-based retrieval, citation enforcement and conversational follow-up — wired into the analyst's daily workflow.
Result
- 10×+faster analyst lookups
- 100%answers with citations
- Liveacross the deal book