AI-Native
Investment Banking

Replace traditional analysts with autonomous AI agents. Deliver results in weeks, not months.

Platform Overview

Three Dashboards, One Agentic Workflow

Finvase serves banks, clients, and investors with specialized interfaces. Each dashboard is tailored for specific workflows while powered by the same intelligent automation engine.

Bank Dashboard

Manage deals, generate CIMs, track AI progress

Client Portal

Monitor progress, upload documents, AI assistance

Investor Access

Discover opportunities, analyze deals, connect

finvase.com/dashboard/bank-dashboard

Bank Dashboard

Manage deals, generate CIMs, track AI progress

Finvase
Timeline 3-6 weeks
Team Size 1 AI agent
Cost $50K - $200K
Traditional
Timeline 3-6 months
Team Size 10-20 analysts
Cost $500K - $2M
Impact & Results

The Future of Investment Banking

Traditional banking requires armies of analysts working months on deals. Finvase's agents complete the same work in weeks with higher accuracy.

Ready to Transform?

Use Finvase to automate your operations and deliver superior results.

Key Features

Everything You Need In One Platform

From deal sourcing to closure, Finvase provides all the tools investment banks need to operate efficiently in the AI era.

Automated CIM Generation

Generate pitch decks, teasers, and financial models instantly

AI-powered pitch deck creation
Automated financial modeling
Market research integration
Professional document formatting
Real-time Deal Analytics

Track deal progress with comprehensive dashboards and insights

Multi-stakeholder Portals

Dedicated interfaces for banks, clients, and investors

AI Chat Assistance

24/7 AI support for deal questions and document analysis

Finvase

Ready to See Finvase in Action?

Start using Finvase to automate operations. Schedule your personalized demo today.

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