Business Situation
A leading investment bank was mandated to lead the IPO of a fast-growing digital health company. Operating in a highly dynamic and regulated space, the client needed to position itself effectively to attract institutional investors and achieve a successful listing.
The client sought to leverage AI and automation alongside traditional research to generate data-driven insights and streamline execution for the following:
- Conducting deep industry research
- Performing financial analysis
- Supporting the due-diligence process
- Managing investor outreach and coordination across multiple stakeholders
SGA Approach
- Early-stage Preparation
– Identified relevant peer companies and generated valuation comparables using AI-powered screening tools
– Leveraged proprietary AI models to extract key trends from industry reports and investor commentary
– Conducted desktop research for market sizing and pitch materials
– Utilized databases such as Capital IQ and PitchBook for competitive analysis
- Mid-stage Execution
– Built detailed Discounted Cash Flow (DCF) models and financial projections using Excel and AI-assisted scenario modeling
– Helped structure and refine management presentations
– Drafted investment materials, leveraging AI summarization tools to distill complex information
– Coordinated the due diligence process using internal workflow automation tools to manage Q&A logs and data room updates
- Late-stage Finalization
– Assisted in preparing roadshow materials using customized messaging for different investor profiles
– Drafted comprehensive investor Q&A documents, supported by sentiment analysis tools to anticipate investor concerns
Key Takeaways
- Quick Execution Timeline: Collaborated closely through the successful closure of a multi-million-dollar IPO process for the digital health company within 13 months
- AI-integrated Execution: Successfully integrated proprietary-built and publicly accessible AI capabilities with traditional Equity Capital Market (ECM) workflows to enhance speed and accuracy
- Data-driven Investor Engagement: Improved investor engagement through data-driven storytelling, positioning the company effectively to institutional investors, contributing to strong demand and favorable pricing
