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For investment banking and corporate finance

The first draft, before the kick-off call.

Buyer and target screens, company profiles and earnings-call preparation, with every figure traced to its source and the files ready to edit.

10 days of Pro, or of Firm on a work email address to start. No card needed.

  • Boutique investment banks and merchant bankers
  • Corporate development and strategy teams
  • Investor relations teams and the CFO office

What you hand over, and what comes back.

  • Who could buy, or be bought

    A reasoned long list of counterparties scored on strategic fit, capacity to pay and past deals, with a short list and the case for each.

    Buyer & Target Screen

  • The tear sheet

    Any company, listed or private: what it does, how it makes money, financials, ownership, management and recent developments.

    Company Profile

  • The earnings call

    For IR and the CFO office: the questions analysts are likely to ask on the coming call, with suggested answers and the numbers behind them.

    Earnings Call Prep

  • Anything else the deal needs

    Open research on any question, with your data room alongside.

    Any research question

What you get

Research with roots, for your desk.

  • 01Deep

    Your data room read in full. A figure that isn’t in it, a data result or code output is reported as missing.

  • 02Wide

    Any company, listed or private: on Firm, private profiles draw on Mool’s data partners where they cover a company.

  • 03Alive

    Follow the companies on your list, and hear each weekday what changed on them.

  • 04Yours

    On Pro, Excel calculated with its formulas live, and Word and PowerPoint checked before you see them. Every revision is kept.

Start with your next brief.

10 days of Pro, or of Firm on a work email address to start. No card needed.