Infrastructure for Advisory Investment Banking Execution.Deal Pipelines.Valuations.Documents.
Manage deal pipelines, valuations, and transaction documents in one production-ready platform.
The platform
Introducing Verdalyze
One system for investment banking: deal management, pipeline, valuations, and seamless Microsoft 365 integration. Built for how you work.
Speed, clarity, and control. Results, not busywork.
Our DNA
Platform Capabilities
From origination to execution—one system for the full deal lifecycle.
Deal Origination
Capture mandates, track opportunities, and manage your pipeline from first contact.
Pipeline Management
Structured pipelines by deal, client, and stage. Real-time view of active mandates.
Due Diligence
Document intelligence for CIMs and data rooms. Extract metrics and run diligence workflows.
Valuation & Modelling
DCF, comparables, and scenario analysis in one engine. Consistent assumptions across deals.
Microsoft 365 Integration
Synced with Excel and PowerPoint. Work seamlessly within your existing productivity tools.
Report Generation
Generate pitch books, CIM summaries, and financial models from your deal data.
The value you get
One platform for pipeline, documents, and tasks. No more switching between Excel, email, and folders. Your team stays aligned and ships faster.
Choose Your Plan
Choose the plan that fits your needs. All plans include access to our core investment banking platform with AI-powered intelligence.
Ideal for individual professionals
Billed annually ($792/year)
14-day free trial
For serious investment banking professionals
Billed annually ($1968/year)
14-day free trial