Insight Partners: How AI is fueling innovation in Financial Services
Harnessing the Power of AI to Enhance Investment Decision-Making
Data Management Challenges Lead 79% of Financial Firms to Increase Budgets
AI Agents could make traditional investment teams obsolete.
Breaking Down Economic Trade with Alternative Data
Investors mining new data to predict retailers' results
Alternative Data Adoption in Investing and Finance
Top 10 Alt Data Case Studies for Investment Managers 2025
Summary
Investment banks handling M&A, capital raising, and restructuring spend enormous time normalizing financials, analyzing deal comps, and building financial models—often with fragmented data and manual processes. Disparate financial statements, unstructured filings, and inconsistent reporting slow down execution, increasing the risk of missed opportunities and suboptimal deal structuring. By leveraging automated data ingestion, AI-driven modeling, and centralized deal intelligence, firms can streamline due diligence, surface the right deal comps, and gain a competitive edge in advisory services.
Challenges
M&A due diligence is slow and manual, requiring analysts to standardize financials from disparate sources.
Deal comps and financial models rely on fragmented datasets, delaying valuation and structuring.
Restructuring teams lack a unified view of distressed assets, liabilities, and counterparties.
No automation for regulatory filings and transactional reporting, leading to inefficiencies.
OutcomeCatalyst Solutions
Automated financial data ingestion – Our data pipelines ingest and normalize financial statements, contracts, and filings, removing the need for manual reconciliation.
AI-driven deal comps & precedent transactions – Automatically surface relevant transactions, valuation multiples, and benchmarking data in seconds.
Restructuring & distressed asset intelligence – Centralized data platforms provide visibility into debt structures, liabilities, and counterparties for faster restructuring decisions.
Regulatory automation – Streamline SEC, FINRA, and jurisdiction-specific reporting with structured data pipelines, reducing compliance burdens.