An investment banking analyst builds a valuation model in Excel with dozens of assumptions scattered across worksheets
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AI tools for Investment Bankers
10 tools tagged for investment bankers · Finance, Accounting & Insurance · best fit first, then monthly traffic
Shortcut is an AI agent for Excel that builds and edits spreadsheets and financial models.
34
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DealCloud, part of Intapp, is a deal and relationship intelligence platform built for professional firms.
34
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4Degrees is a CRM for private-market deal teams that adds relationship intelligence to deal management.
29
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Jamie is a meeting intelligence platform that turns every meeting into knowledge a team can act on.
27
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A venture partner at a growth-stage fund spends hours each week digging through email threads to figure out who on the team knows the CEO at a promising Series B company
135
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An actual investment team member with a work email.
116
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Ace Your IB Interviews
95
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Merra is an AI mock interview platform where job seekers practise out loud with Hope, an AI interviewer who talks back, asks follow-up questions and scores every answer out of 100.
129
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Kira, from Litera, is a contract review and due diligence product that extracts key provisions from large sets of agreements using lawyer-trained AI paired with generative AI.
30
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