Solutions/Investment Banking

Teaching AI agents how your deals actually work

Deal teams spend weeks manually reconciling data across CRM, deal management, and research systems. The knowledge about corporate hierarchies, deal precedents, and client relationships lives in your bankers' heads. Phyvant captures it.

Talk to our Investment Banking team
THE CHALLENGE

AI can't do due diligence on knowledge it doesn't have

Observe deal workflows

We connect to your deal management, CRM, and research systems. Every analyst interaction, every correction, every judgment call captured automatically.

CRM
+
Deal Mgmt
+
Research
Knowledge Graph
Parent Co.
Subsidiary A
Entity 1
Entity 2
Subsidiary B
Entity 3
Entity 4

Entity relationship mapping

Corporate hierarchies, subsidiary structures, beneficial ownership chains spanning hundreds of entities. The knowledge graph maps every relationship.

Precedent intelligence

Historical deal terms, comparable transactions, and precedent analysis structured as executable specs. AI agents surface relevant precedents automatically.

Acme / WidgetCorp
M&A · $2.4B · 2024
8.2x EBITDA
Atlas / Meridian
M&A · $1.8B · 2023
7.6x EBITDA
Vantage / Apex
M&A · $3.1B · 2024
9.1x EBITDA
M&A Team
Project Alpha
Target data
WALL
DCM Team
Issuance data
Client terms

Information barriers

On-premise with deal-level permissions. Chinese wall enforcement built into the knowledge graph. Full compliance logging.

Corporate Hierarchy Resolution

The same client entity appears differently across M&A, ECM, and DCM coverage. Phyvant reconciles client identities, maps subsidiary structures, and maintains relationship histories across every coverage team.

Deal Precedent Analysis

Your senior bankers know which comparable transactions are actually comparable, which deal terms set market precedent, and which structures worked for which client profiles. Phyvant captures this knowledge from their daily work.

Cross-Coverage Intelligence

An M&A team working on a target doesn't know the DCM team has an active relationship with the same entity under a different name. Phyvant resolves these identities while maintaining appropriate information barriers.

Pitchbook Automation

AI agents that generate pitchbooks need verified data about company relationships, transaction histories, and market positioning. The knowledge graph provides this context at inference time, not through prompt engineering.

Regulatory Compliance

Every AI-assisted recommendation has a complete audit trail. The knowledge graph shows which entities were considered, which precedents were referenced, and which rules were applied.

Entity resolution in <1 second. 97% accuracy after six months. 99.8% uptime in production.

Ready to see Phyvant work on your investment banking data?

We connect to your systems and show results in the first week. No documentation phase. No consultants.