AI-First Deal Support for
Investment Banks, Private Equity & Transaction Teams
SG Analytics, a Straive company, combines AI Deal Studio, experienced deal professionals, premium data, and expert validation to support investment banks, private equity, private debt, transaction advisory, and valuation teams across sourcing, execution, analysis, valuation, and portfolio monitoring. Purpose-built AI for private equity and AI for investment banking helps deal teams move faster without compromising judgment and rigor.
3,000+
70%
~45%
$50M to 500M
40% to 60%
The way it gets done is changing.
CIMs, investment memos, financial models, pitchbooks, target lists, valuations and diligence outputs remain central to deal execution. What is changing is the operating model behind them.
AI can accelerate repetitive research, data-intensive analysis and first-pass content creation, while experienced professionals remain accountable for context, judgment and quality.
SG Analytics has reimagined deal support around three principles:- AI First.
- Expert Validated.
- Outcome Driven.
The AI Deal Studio brings large language models, premium financial databases, third-party AI applications, proprietary prompt libraries and institutional knowledge into a single deal-focused environment.
Our domain and sector specialists validate outputs through a three-layer delivery model of Associates, Engagement Supervisors and Vice Presidents.
The result is not AI replacing the deal team. It is AI augmenting the deal team so professionals can spend less time on production and more time on decisions, relationships and execution.
The way it gets done is changing.
CIMs, investment memos, financial models, pitchbooks, target lists, valuations and diligence outputs remain central to deal execution. What is changing is the operating model behind them.
AI can accelerate repetitive research, data-intensive analysis and first-pass content creation, while experienced professionals remain accountable for context, judgment and quality.
SG Analytics has reimagined deal support around three principles:- AI First.
- Expert Validated.
- Outcome Driven.
The AI Deal Studio brings large language models, premium financial databases, third-party AI applications, proprietary prompt libraries and institutional knowledge into a single deal-focused environment.
Our domain and sector specialists validate outputs through a three-layer delivery model of Associates, Engagement Supervisors and Vice Presidents.
The result is not AI replacing the deal team. It is AI augmenting the deal team so professionals can spend less time on production and more time on decisions, relationships and execution.
Investment Banks
Sell-side and buy-side advisory from origination to close. AI for investment banking supports business development, prospect qualification, pitchbooks, CIMs, teasers, financial models, valuation pages and execution workflows.
Private Equity
Sourcing to exit across the investment lifecycle. AI for private equity supports private equity deal sourcing, investment thesis screening, investment memos, financial analysis, due diligence, portfolio monitoring and value creation initiatives for portfolio companies.
Private Debt
AI-enabled support for business development, underwriting, credit analysis and portfolio credit management, including financial models, debt-capacity analysis, portfolio dashboards and risk monitoring.
Transaction Advisory
Support across business development, Quality of Earnings, financial due diligence services, working-capital analysis, issue tracking and client reporting.
Valuation Teams
Independent valuation support across transaction, financial-reporting and portfolio requirements, supported by AI-enabled research, modeling and valuation services.
Investment Banks
Sell-side and buy-side advisory from origination to close. AI for investment banking supports business development, prospect qualification, pitchbooks, CIMs, teasers, financial models, valuation pages and execution workflows.
Private Equity
Sourcing to exit across the investment lifecycle. AI for private equity supports private equity deal sourcing, investment thesis screening, investment memos, financial analysis, due diligence, portfolio monitoring and value creation initiatives for portfolio companies.
Private Debt
AI-enabled support for business development, underwriting, credit analysis and portfolio credit management, including financial models, debt-capacity analysis, portfolio dashboards and risk monitoring.
Transaction Advisory
Support across business development, Quality of Earnings, financial due diligence services, working-capital analysis, issue tracking and client reporting.
Valuation Teams
Independent valuation support across transaction, financial-reporting and portfolio requirements, supported by AI-enabled research, modeling and valuation services.
Origination & Screening
Build, enrich and prioritize target universes using investment criteria, market signals and relationship intelligence. Capabilities include smart sourcing, qualification, contact intelligence, outreach and target prioritization.
Deal execution
Accelerate the production of CIMs, teasers, investment memos, pitchbooks, company profiles, industry research, financial models and other transaction materials. AI supports first-pass production while experts validate narrative, financial logic and deal context.
Analysis & due diligence
Support DCF, LBO and M&A analysis, trading comparables, precedent transactions, Quality of Earnings and financial due diligence. Our financial modeling services and valuation services combine AI-assisted workflows with specialist review where assumptions, methodology and judgment matter.
Portfolio & value creation
Move beyond deal execution with continuous portfolio intelligence and value creation. Track KPIs, operating performance, covenant signals, asset-level returns, and emerging risks, supported by market and sector research. Identify and prioritize AI-led value-creation opportunities across revenue growth, cost optimization, operational improvement, and AI transformation through portfolio monitoring software and expert delivery.
Origination & Screening
Build, enrich and prioritize target universes using investment criteria, market signals and relationship intelligence. Capabilities include smart sourcing, qualification, contact intelligence, outreach and target prioritization.
Deal execution
Accelerate the production of CIMs, teasers, investment memos, pitchbooks, company profiles, industry research, financial models and other transaction materials. AI supports first-pass production while experts validate narrative, financial logic and deal context.
Analysis & due diligence
Support DCF, LBO and M&A analysis, trading comparables, precedent transactions, Quality of Earnings and financial due diligence. Our financial modeling services and valuation services combine AI-assisted workflows with specialist review where assumptions, methodology and judgment matter.
Portfolio & value creation
Move beyond deal execution with continuous portfolio intelligence and value creation. Track KPIs, operating performance, covenant signals, asset-level returns, and emerging risks, supported by market and sector research. Identify and prioritize AI-led value-creation opportunities across revenue growth, cost optimization, operational improvement, and AI transformation through portfolio monitoring software and expert delivery.
AI First
Every engagement begins by identifying where AI can automate repetitive, data-intensive or production-heavy work. The AI Deal Studio supports data ingestion, document parsing, target screening, research, first-pass content generation, model preparation, valuation analysis and portfolio signal detection.
Expert Validated
AI can generate outputs. Experience provides judgment. Associates, Engagement Supervisors, Vice Presidents, quants and sector experts review and refine client deliverables to ensure analytical logic, context, consistency and relevance.
Outcome Driven
The objective is not to automate for the sake of automation. It is to help clients source better opportunities, execute transactions faster, improve deliverable quality, scale capacity and reduce operational overhead. Every workflow is designed around a business outcome.
40–60%
Reduction in TAT for CIMs, memos, teasers, research and profiles
7–14 days
From ideation to a working AI proof of concept
4–8 weeks
For a deployed AI solution supported by experts-in-loop
3x target ROI
For PE firms and portfolio companies
AI First
Every engagement begins by identifying where AI can automate repetitive, data-intensive or production-heavy work. The AI Deal Studio supports data ingestion, document parsing, target screening, research, first-pass content generation, model preparation, valuation analysis and portfolio signal detection.
Expert Validated
AI can generate outputs. Experience provides judgment. Associates, Engagement Supervisors, Vice Presidents, quants and sector experts review and refine client deliverables to ensure analytical logic, context, consistency and relevance.
Outcome Driven
The objective is not to automate for the sake of automation. It is to help clients source better opportunities, execute transactions faster, improve deliverable quality, scale capacity and reduce operational overhead. Every workflow is designed around a business outcome.
40–60%
Reduction in TAT for CIMs, memos, teasers, research and profiles
7–14 days
From ideation to a working AI proof of concept
4–8 weeks
For a deployed AI solution supported by experts-in-loop
3x target ROI
For PE firms and portfolio companies
AI-enabled delivery stack
SGA proprietary capabilities and subscribed third-party AI applications can be embedded into workflows to accelerate research, analysis and production while keeping experts accountable for outputs.
Dedicated DTP
Presentation and document-design specialists support pitchbooks, CIMs, reports and other client deliverables in the required house style.
Modeling & econometrics
Financial modeling specialists support complex models, high-volume data handling, scenario analysis and quantitative workstreams.
Subject-matter depth
Experienced domain and sector specialists add market, company and transaction context to AI-generated or analyst-produced work.
16 global languages
In-house editorial support helps align deliverables with client tone, terminology and communication requirements across global markets.
Proprietary AI stack
AI Deal Studio is SG Analytics’ AI-first platform for deal professionals — built to connect specialist teams with the AI tools they use at every stage of a transaction.
AI-enabled delivery stack
SGA proprietary capabilities and subscribed third-party AI applications can be embedded into workflows to accelerate research, analysis and production while keeping experts accountable for outputs.
Dedicated DTP
Presentation and document-design specialists support pitchbooks, CIMs, reports and other client deliverables in the required house style.
Modeling & econometrics
Financial modeling specialists support complex models, high-volume data handling, scenario analysis and quantitative workstreams.
Subject-matter depth
Experienced domain and sector specialists add market, company and transaction context to AI-generated or analyst-produced work.
16 global languages
In-house editorial support helps align deliverables with client tone, terminology and communication requirements across global markets.
Proprietary AI stack
AI Deal Studio is SG Analytics’ AI-first platform for deal professionals — built to connect specialist teams with the AI tools they use at every stage of a transaction.
Particulars
Retainer
Part-time
Project-based
Best for
Regular, predictable deal flow
Variable or intermittent deal requirements
One-off, transaction-specific or urgent requirements
*Subject to a certain volume and deal size based on mutual discussion
Particulars
Retainer
Best for
Regular, predictable deal flow
Particulars
Part-time
Best for
Variable or intermittent deal requirements
Particulars
Project-based
Best for
One-off, transaction-specific or urgent requirements
*Subject to a certain volume and deal size based on mutual discussion
01 20+ Years of Capital Markets Context
SGA brings more than 20 years of experience across sell-side, buy-side, capital raise, buyout, distressed and secondary situations, supporting 1,000+ capital markets clients. That institutional knowledge helps make AI for investment banking and AI for private equity relevant to real deal workflows, not generic automation.
One Connected Deal Partner 02
Research, data, modeling, due diligence, valuation, AI and design capabilities sit within one ecosystem. That allows teams to connect sourcing and transaction execution with specialist financial modeling services, diligence and portfolio support without assembling multiple point providers.
03 Expert Validation and Cultural Alignment
AI-generated work is supported by experienced specialists and a three-layer delivery model. Teams can align working hours, processes, house style and review standards with the client’s operating model.
Purpose-Built AI Deal Studio 04
Four AI product lines and 19+ specialized tools are designed around deal workflows. The platform brings purpose-built AI into the day-to-day work of sourcing, research, content, analysis, valuation and portfolio monitoring rather than functioning as a generic AI wrapper.