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Aegis AI

The Intelligence Layer for Modern Dealmaking

Purpose-built AI that works across your entire deal workflow — origination, execution, and close. Draft pitch materials, assess risks, and unlock insights that move deals forward faster.

No signup required — instant access

Capabilities

Research, Analysis, and Execution

Plug into your existing data — emails, filings, data rooms, and internal systems. Aegis handles the heavy lifting so your team focuses on closing.

Deal Material Drafting

Go from raw data to polished CIMs, pitch decks, teasers, and memos in minutes. AI writes the first draft, your team sharpens the narrative.

Try it in the demo →

Risk & Diligence Automation

Automatically generate diligence questions, flag hidden risks, and organize answers — so nothing slips through the cracks before close.

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Company & Market Intelligence

Instant SWOT breakdowns, competitive landscapes, and market sizing. Understand every target and its industry without the manual legwork.

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AI-Powered Research

Ask complex deal questions and get structured, analyst-grade answers. Synthesize data across sources to uncover insights others miss.

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Why Aegis

The Aegis Difference

Built from the ground up for investment banking workflows, not retrofitted from generic AI tools.

Scale Without Hiring

Multiply your team's throughput without adding headcount. AI absorbs the grunt work so your bankers stay on strategy.

Compress Timelines

What used to take weeks now happens in hours. Reports, diligence packages, and valuations — ready when you need them.

Unified Data Layer

Pull from emails, meetings, filings, data rooms, and internal systems. One platform, every source your team relies on.

Bank-Grade Infrastructure

End-to-end encryption, granular access controls, and full audit trails. Dedicated and self-hosted deployment options available.

One-Click Deliverables

CIMs, teasers, decks, and memos generated instantly. AI adapts to your firm's voice and formatting conventions.

Sharper Deal Conviction

Better narratives, earlier risk signals, and deeper analysis mean your team closes with more confidence on every transaction.

Use Cases

Everything Your Deal Team Needs

Every capability your deal team needs — from first look to final signature.

CIM Drafting
Pitch Decks
Deal Teasers
Due Diligence Q&A
Data Auditing
Style Matching
Trend Analysis
Data Room Insights
Public & Private Comps
Management Presentations
Competitive Analysis
Industry Research
Smart Deal SourcingSoon
Targeted Buyer OutreachSoon

Security

Built with Bank-Grade Security

Your most sensitive deal data stays locked down with enterprise-grade protections. Dedicated instances and on-premise deployment available for firms that need it.

SOC 2 Type II
GDPR
CCPA
ISO 27001In Progress
ISO 42001In Progress

End-to-End Encryption

AES-256 at rest, TLS 1.3 in transit

Role-Based Access

Granular permissions per deal and team

Audit Logging

Complete trail of every action and access

Early Access

Join the Beta

Be among the first to get full access when we launch.