INVESTMENT BANKING
YODA AI populates comps, refreshes M&A models, and drafts IC memos across the firm’s coverage — with every prior deal in memory.
Book DemoSIX IB WORKFLOWS
How desks use RAM Core — illustrative workflows on the Meridian demo corpus.
YODA AI assembles the first-pass pitch book from the firm’s coverage history, prior mandates, and current market data — positioning, precedent transactions, and valuation framing already in place. Bankers open a draft, not a blank template. The senior review starts where it should: on judgment, not formatting.
ScenarioA coverage MD asks for a pitch to a sector target Friday afternoon. Monday morning, the draft is built from the firm’s three prior looks at the same company.
YODA AI builds and refreshes the comp set from live market data, screens for the right peers, and flags when a multiple has moved enough to matter. The set stays current between the day it’s built and the day it’s presented.
ScenarioTrading comps pulled Tuesday are stale by the IC on Thursday. YODA AI refreshes them the morning of, and notes which names re-rated.
YODA AI populates the operating model from the source documents, carries the assumptions forward, and refreshes the merger math when inputs change. The analyst reviews the logic instead of rekeying the inputs.
ScenarioA revised management case lands at 9pm. The accretion/dilution runs by morning, with the deltas from the prior version marked.
YODA AI drafts the IC memo — thesis, risks, valuation, precedent — structured the way the committee expects, and pulls forward what the IC asked on comparable deals. The memo arrives already anticipating the room’s questions.
ScenarioBefore the memo goes out, YODA AI surfaces the two objections the IC raised on the last deal in this sector.
YODA AI keeps the coverage history intact: every touchpoint, every prior process, every reason a deal did or didn’t happen. When a name comes back into play, the full relationship is there — not just what the current banker remembers.
ScenarioA former target re-enters the market. YODA AI reconstructs the four-year coverage arc before the first call.
YODA AI reads across the firm’s coverage to surface targets that fit the current thesis — companies the firm already knows, patterns across prior mandates, sectors where the relationship groundwork is done. Sourcing draws on what the firm has already built.
ScenarioA sponsor asks for bolt-on ideas. YODA AI returns targets the firm has covered, ranked by relationship depth and strategic fit.
HOW IT INTEGRATES
YODA AI runs beneath the workflow bankers already use. Nothing about how a pitch gets built or an IC runs changes — the first draft simply arrives already done.
It is additive, not disruptive. Bankers keep their models, their formats, and their committee process. YODA AI feeds them, it does not replace them.
It works from the firm’s own material. Coverage files, prior mandates, and internal memos are the memory YODA AI reasons over — the firm’s knowledge, made usable.
On Day 1, a new associate opens a live deal and finds the context already there: the firm’s prior looks at the target, the relevant comp set, the last IC’s questions on similar processes. Instead of asking who worked on this before and reading through an inbox, they read a briefing YODA AI assembled from the firm’s own history. The first draft of the pitch is waiting. The Sunday model refresh runs on its own. The work that used to take a weekend to reconstruct is the starting point, not the destination.
Thirty minutes on a real IB task from your coverage — comps, model, and memo.
Book Demo