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Book an Intro

Book an Intro

A BANKER'S BEST FRIEND

The AI Collaboration Platform for
Investment Banking

The AI Collaboration Platform for
Investment Banking

AI that ensures your best people are staffed on the right deals, prevents burnout before it happens, and instantly coordinates effort across the firm — all in one-click.

Book an Intro

Book an Intro

Built by bankers and engineers from

Built by bankers and engineers from

OUR VALUE

Why Choose Us?

Why Choose Us?

M&A is a team sport and talent is a firm's most valuable asset. We're making it easier for elite teams to operate at the speed of light from a common memory of expertise, capacity and context.

Our mission is to bring the apprenticeship model back to life — one conversation at a time.

Teams Can Work Immediately

Each deal is prompty staffed with the most skilled talent available, decreasing kick-off delays and enabling top performers to do their best work

Teams Can Work Immediately

Each deal is prompty staffed with the most skilled talent available, decreasing kick-off delays and enabling top performers to do their best work

Teams Can Work Immediately

Each deal is prompty staffed with the most skilled talent available, decreasing kick-off delays and enabling top performers to do their best work

Time is Money

Back-office admin tasks such as internal scheduling & deal management are eliminated so advisors can focus on high-value client work instad

Time is Money

Back-office admin tasks such as internal scheduling & deal management are eliminated so advisors can focus on high-value client work instad

Time is Money

Back-office admin tasks such as internal scheduling & deal management are eliminated so advisors can focus on high-value client work instad

One Brain for Firms

Automate internal coordination, visualize individual expertise, and see what's driving the most successful business outcomes in one place

One Brain for Firms

Automate internal coordination, visualize individual expertise, and see what's driving the most successful business outcomes in one place

One Brain for Firms

Automate internal coordination, visualize individual expertise, and see what's driving the most successful business outcomes in one place

FEATURES

You'll Never Lose a Rockstar to Burnout Again

You'll Never Lose a Rockstar to Burnout Again

AI-driven performance edge for juniors and execution leverage for seniors

Staffing Control Tower

Our AI Agent enables your staffer to intake, delegate and monitor work at scale

Staffing Control Tower

Our AI Agent enables your staffer to intake, delegate and monitor work at scale

Staffing Control Tower

Our AI Agent enables your staffer to intake, delegate and monitor work at scale

Performance Tracking

Continuously measure individual and team-level performance in a data-driven way

Performance Tracking

Continuously measure individual and team-level performance in a data-driven way

Performance Tracking

Continuously measure individual and team-level performance in a data-driven way

Mobile-First Experience

Our AI Agent meets you where you already are, either via text message or mobile app

Mobile-First Experience

Our AI Agent meets you where you already are, either via text message or mobile app

Mobile-First Experience

Our AI Agent meets you where you already are, either via text message or mobile app

Built within the tools you use everyday

No more bloated software to maintain, clunky excel spreadsheets or burdened email inboxes.

PROCESS

How We Work With You

How We Work With You

STEP 1

STEP 2

STEP 3

01

Discover & Design

We work together to proritize the most important use cases and develop a tailor-made solution.

STEP 1

STEP 2

STEP 3

01

Discover & Design

We work together to proritize the most important use cases and develop a tailor-made solution.

STEP 1

STEP 2

STEP 3

01

Discover & Design

We work together to proritize the most important use cases and develop a tailor-made solution.

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founders@heirintelligence.com

founders@heirintelligence.com