The Apprenticeship Model is Broken

Heir is the first institutional memory system for elite M&A teams — tracing the knowledge, capacity, and context of your workforce to ensure you have the right people for the job, every time.

Heir is the first institutional memory system built for elite M&A teams — tracing the knowledge, capacity, and context of your workforce to ensure you have the right people for the job, every time.

Join the Legacy Cohort

Built by investment bankers and engineers from

Our Why:

Never Lose a Rockstar to Burnout Again.

Heir Intelligence's AI platform isn't designed to replace your people, it enhances them. If you're going to work like a superhuman, you might as well become one.

Performance Edge for Analysts

Execution Leverage for VPs

Client Service Superpowers for MDs

One Brain for Firms

Join the Legacy Cohort

Staffing Control Tower

Instantaneously assign the right specialist to the right project— all in one-click. Automatically optimized for skill, availability, and deal context.

Staffing Control Tower

Instantaneously assign the right specialist to the right project— all in one-click. Automatically optimized for skill, availability, and deal context.

Succession Planning

Visualize career trajectories. Spot emerging leaders. Attribute revenue to the dealmakers who actually drove it. Heir makes internal promotion not just a process, but a strategy.

Succession Planning

Visualize career trajectories. Spot emerging leaders. Attribute revenue to the dealmakers who actually drove it. Heir makes internal promotion not just a process, but a strategy.

Capacity Heatmap

Track hours, project load, and team strain in real-time. Heir minimizes the human cost of every deal so you never struggle with forecasting headcount again.

Capacity Heatmap

Track hours, project load, and team strain in real-time. Heir minimizes the human cost of every deal so you never struggle with forecasting headcount again.

The Lineage Graph

A private knowledge graph that tracks every deal team's lineage. Map who worked with whom & what they learned. Spot connections faster than anyone else.

The Lineage Graph

A private knowledge graph that tracks every deal team's lineage. Map who worked with whom & what they learned. Spot connections faster than anyone else.