For investment banking and corporate finance

Move the deal forward. Bring the evidence with you.

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

Start free Talk to sales

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

The work

Every playbook

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 typically 15 min

A piece of work, from start to follow-up

See the work.
Inspect what comes back.

Put Mool to workIllustrative briefs and output structures

Bankers and corporate development teams

Take a reasoned shortlist into the deal discussion.

Research counterparties with the case for each: strategic fit, financial capacity and acquisition history, backed by evidence your team can examine.

An example brief

Build a buyer long list for this business. Research strategic fit, capacity to pay and prior acquisitions, then produce a reasoned shortlist and the questions to resolve before outreach.

What Mool works from

The business and mandate: A company overview, transaction context and the target buyer profile.
Your deal files: The teaser, financials, management presentation or an existing buyer list.
Counterparty evidence: Public disclosures and deal history; private-company partner data on Firm where covered.

The work behind the answer

01Map relevant strategic and financial buyers
02Research fit, capacity and acquisition history
03Compare candidates and explain the shortlist

Explore the output

Example report outline

Buyer research

01
The buyer universe
A long list organized by the logic that could make the transaction relevant.
02
The case for each candidate
Strategic rationale, financial capacity, prior deals and open questions.
03
The shortlist
A reasoned comparison your deal team can challenge and refine.

Go from the report to the supporting analysis. Charts and sensitivity panels are available where the work calls for them.

Investment Banking playbooks and private-company partner data are available on Firm, subject to provider coverage. Examples describe possible work; the brief and available evidence determine the actual output.

Try this workflow Explore this workflow

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.

Beyond an individual workspace

License Mool around your clients, funds and portfolios.

Explore the service your firm wants to offer, including a firm-branded client experience. Scope the integration, access and commercial requirements with Mool.

Mool for firms Client experience

Start with your next brief.