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Deals IQ

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Banco de Inversión UK

Due diligence and M&A, from days to minutes

Deal IQ manages the full deal lifecycle for a UK investment bank, extracting and modeling financial data with AI and full traceability back to the source document.

1 min read
July 2, 2026
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PROBLEM

  • M&A teams spent critical hours manually extracting financial data from PDFs, spreadsheets, and presentations of each target company.
  • Interconnected modeling (DCF, sensitivities, scenarios) lived in spreadsheets without traceability.
  • Committee materials consumed additional hours after the analysis, delaying every investment decision.

SOLUTION

  • An AI extraction engine classifies each target's metrics under a standard taxonomy.
  • A valuation engine traces every figure in the model back to its exact source document.
  • An embedded AI analyst answers questions with verifiable citations over the deal data.
  • PowerPoint and Excel committee deliverables are generated in one click.

RESULTS

  • Organizing and extracting each target's data went from days to minutes.
  • 100% of the model's figures are traceable to the source document.
  • Committee-ready presentations and Excel models in one click.
  • Due diligence became a matter of minutes — without sacrificing the rigor and traceability every investment decision demands.