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For the Finance Athlete

Investment Banking

Resiliq gives investment banking teams a connected research, diligence, modelling, and materials workflow. Bring company context and deal evidence together so teams can prepare sharper analyses, valuation scenarios, and client-ready work with less manual coordination.

Where work slows down

Challenges We Address

Manual comps, pitchbook drafting, and chaotic dataroom Q&A consume thousands of hours. See how Resiliq automates the grind by layering intelligence over your dataroom.

01

Manual Deal Production Work

Pitchbooks, CIMs, comparable analysis, and market updates require repeated data gathering, checking, and formatting across live mandates.

02

Comparable Analysis Maintenance

Comparable companies and precedent transactions need regular review as new data and market developments affect valuation context.

03

VDR Q&A Coordination

Document volume, duplicate questions, and manual follow-up make it difficult to maintain a clear evidence trail during a live diligence process.

The operating flow

Move From Research to Client-Ready Work

Use one connected workflow to research companies, organise diligence context, test transaction scenarios, and prepare the decision materials that move a mandate forward.

Investment banking mandate workspace

Move from market work to client-ready materials

Illustrative sell-side mandate using sample companies

Build the buyer and comparable universe

Combine company research, market context, and evidence into a structured mandate view.

Companies mapped
36Sample universe
Priority buyers
8For review
Evidence gaps
3Open items
Mandate itemStatus

Northstar Systems

Priority

Strong strategic rationale and market adjacency.

Company names and mandate classifications are illustrative.

What changes for the team

1

Research & Map the Market

Bring company, sector, and market context into a structured deal view so the team can prepare a grounded research and comparable-analysis narrative.

2

Run AI-Powered Comparable Analysis

Use company, market, and transaction context to support comparable analysis and valuation work, with assumptions visible for banker and client review.

3

Draft Materials & Apply VDR Intelligence

Turn structured research and deal context into first drafts of teasers, CIM sections, and presentation content that bankers can refine for the client situation.

4

Accelerate Closing

Prepare negotiation and closing work with structured diligence findings, scenario analysis, and a clear record of the issues that require senior attention.

Purpose-built capabilities

The work, connected.

Research, diligence, modelling, and decision support stay connected so the team can move from a question to a documented point of view without rebuilding context at every handoff.

01

AI Market Research

Define an investment or sector thesis, research markets and companies, and build a structured target view that supports the next deal conversation.

In the workflow
02

AI Comparable Analysis

Use company, market, and transaction context to support comparable analysis and valuation work, with assumptions visible for banker and client review.

In the workflow
03

Auto-Generated Deal Materials

Create first drafts of teasers, CIM sections, and management-presentation content from structured research and deal context for banker review.

In the workflow
04

VDR Intelligence Layer

Organise document context, questions, changes, and summaries around a diligence workflow that gives the team a clearer evidence trail.

In the workflow

Your questions, answered

Answers to the most frequently asked questions.

How much oversight is required to automate marketing materials?

Our platform will generate high-quality, data-driven drafts for Teasers, CIMs, and decks.

We recommend to always review and refine the narrative and formatting, but the automation handles the tedious aggregation and initial structuring, saving hundreds of hours per deal.

How do AI agents handle complex texts in SPAs and deal material?

AI Agents rely on a large language models and custom workflows to perform well when working with contract data. It can accurately identify and summarize changes in key clauses, review models, and present a heat-map of the most significant changes and positions to accelerate your review.

Can I bring my own data?

Absolutely. While Resiliq provides a rich set of pre-built data pipelines, we understand that your proprietary data is a key asset.

We offer multiple ways to securely connect and integrate your own data sources with the platform, enabling you to enrich your analysis and gain a unique competitive edge.

Our Enterprise plan also offers dedicated support for custom data and system integration as well as self-hosted and single tenant deployments for complete control and confidentiality.

How Secure is Resiliq?

Resiliq is designed for defense-grade security and data sovereignty. Engineered by team with deep security background from banking and financial services, the platform implements zero-trust architecture and strict boundaries at tenant, team, deal, and individual artifact levels.

Data is protected end-to-end with forward secrecy and AES-256-GCM encryption. For organizations with long-horizon compliance and secrecy requirements, we support multi-tier, multi-domain post-quantum cryptography (FIPS 203 / ML-KEM) and deployment models that give your firm absolute control over keys, infrastructure, and model lineage.

Your workflow, in context

See Resiliq in your Investment Banking workflow.

Book a focused walkthrough of the research, analysis, and agent experiences most relevant to your mandate and execution process.

Request a walkthrough