Ingest.
RAM Core reads the firm’s own material — coverage files, prior mandates, models, and internal memos — inside the firm’s environment. Nothing leaves the infrastructure. Ingestion is a read into what the firm already holds, not a migration.
HOW IT WORKS
Connected in a day. Reasoning immediately.
RAM Core reads the firm’s coverage files, reconciles what the firm knows, and returns useful work on the first live deal.
Book DemoINGEST · RECONCILE · ANSWER
Reconcile.
Every figure is checked against every other document that carries it. Where two documents disagree, RAM Core resolves which number is canonical and keeps the losing figure visible, struck through — the record shows its work. The unstructured pile becomes one reconciled record.
Answer.
RAM Core answers from the reconciled record on a live deal: it drafts, populates, and surfaces prior context against real mandates, citing every figure to its page — and declares plainly what it could not find. The first useful output, not a training period.
THE FIRST MONTH
DAY 1
Day 1.
The first analyst opens a live deal and finds context already assembled: the firm’s prior looks at the target, the relevant comp set, and the last IC’s questions on comparable processes. RAM Core has read the firm’s material and can draft a first-pass memo and populate a model the same day.
WEEK 1
Week 1.
The core workflows are running. Pitch books and IC memos arrive as first drafts, comp sets refresh on their own, and the diligence tracker populates from the data room. The memory of the firm’s active deals is built and reasoning across them.
MONTH 1
Month 1.
Institutional memory is real. RAM Core carries coverage history, prior IC feedback, and deal context across mandates, and a new deal starts further along than it used to. The senior banker notices the change first: the first draft is already there, and it already knows what the firm knows.
DAY 1RAM CORE · LIVE DEAL
First-pass memodrafting
Modelpopulated
Comp set + prior ICassembled
WEEK 1RAM CORE · WORKFLOWS
Pitch books · IC memosfirst drafts
Comp setsrefreshing
Diligence trackerpopulating
MONTH 1RAM CORE · MEMORY
Coverage historycarried
Prior IC feedbackcarried
Deal contextacross mandates
RAM CORE vs. DIRECT MCP vs. GENERIC RAG
RAM Core
Direct MCP
Generic RAG
Persistent memory across sessions
Holds coverage history, IC feedback, and deal context across every session and analyst.
Stateless by default — remembers nothing between calls unless you build the memory layer yourself.
No memory. Retrieves against the current query only.
Multi-step reasoning chains
Chains analysis across deal data, models, and market context to reach a position.
Flexible tool access, but reasoning is only as structured as what you assemble around it.
Retrieval, not reasoning. Returns the nearest passages; the analysis is left to you.
Action execution
Drafts, populates, refreshes, and routes — real work product, not advice.
Can call tools to act, but the workflow logic is yours to design and maintain.
No action. Read-only retrieval.
IB/PE domain specificity
Built around pitch books, IC memos, comps, and the deal lifecycle.
General-purpose. Powerful, but not shaped to IB/PE workflows out of the box.
Domain-agnostic. No understanding of the deal process.
Data privacy model
Private deployment, data isolation, no training on client data.
Depends entirely on how you configure and host it.
Depends on the stack you assemble.
Setup complexity
Turnkey for IB/PE — ingest, reconcile, answer.
High. You are building and maintaining the integration and memory yourself.
Moderate. Retrieval is straightforward; everything above it is not.
Time to first value
First useful output on Day 1.
However long it takes your team to build the surrounding system.
Fast to retrieve, but retrieval alone rarely finishes the job.
Honest framingDirect MCP is the more flexible foundation — if you want to build the reasoning and memory layer yourself, it gives you the access to do it. Generic RAG does retrieval well and nothing above it. RAM Core wins where IB/PE firms actually feel the gap: persistent memory and executed action, shaped to the deal lifecycle, without the firm building the system itself.
See Day 1 on a live desk.
Thirty minutes. We connect a live scenario and show what activates immediately.
Book Demo