Public Deal Comps in 30 Seconds
Sector-matched, market-cap-banded peer sets with EV/Revenue, EV/EBITDA, P/E, margins, and AI commentary.
For Investment Bankers
Pitch Books, Comps, and SEC Filings in One AI Workspace
Inspolio replaces the half-day grunt work of building pitches, pulling comps, and reading filings. Junior analysts ship faster. Senior bankers walk in better-briefed.
What you get
Built around the banker's workflow
Deal comps, pitch sections, filing summaries, earnings flash notes, market briefs, and Excel AI — all wired together.
Pitch Book Section Generator
GPT-4o drafts Executive Summary, Investment Thesis, Market Analysis, Financial Overview, Transaction Overview, and Risk Factors.
SEC Filing Intelligence
Pull and summarize any 10-K, 10-Q, or 8-K — business overview, top 5 risks, MD&A, financial highlights — structured for diligence.
Earnings Call Flash Notes
Earnings actual vs estimate, management tone, forward guidance, and a 4-paragraph sell-side flash — generated in seconds.
Pre-Meeting Briefs
Client meeting prep with talking points, latest news on portfolio companies, and a structured agenda — auto-generated.
Morning Market Brief
AI-written daily brief: index moves, watchlist movers, earnings today, IB-relevant news — in your inbox by 6:30am ET.
Excel AI for Deal Models
Natural-language workbook generation and editing — financial tables, formulas, CSV-to-chart, all via Anthropic Claude.
Live Watchlists & Alerts
Track target companies and live deals. Get push and email alerts on price moves, earnings, news, and material 8-K filings.
AI Chat Across Your Deal Universe
Ask any question across SEC filings, news, earnings, and your saved comps. 12 specialist agents, one chat window.
Pitch Velocity
Cut pitch book prep from days to hours
A typical pitch demands a comp set, three SEC filing reads, an earnings transcript scan, an industry write-up, and a model. Each step takes hours. Inspolio collapses all of them into a single workspace where comps feed into pitch sections, which cite the filings, which reference live market data.
- Auto-generated Executive Summary, Investment Thesis, Market Analysis, Financial Overview, Transaction Overview, Risk Factors
- Every paragraph cites the underlying SEC filing or comp data
- Save up to 30 drafts per deal — version them as the story evolves
- Paste directly into PowerPoint, Word, or Google Slides
Live Coverage
Stay on top of every name you cover, before the client calls
Smart watchlists scan your coverage list nightly. New 8-K? Earnings beat? News catalyst? Inspolio writes a two-sentence professional summary, drops it into your inbox and browser, and links to the source. You walk into the next meeting already briefed.
- Browser push + email alerts for price moves, earnings, news, and 8-K filings
- GPT-4o-written 2-sentence summary for every alert
- Configurable thresholds per ticker
- Click-through to full SEC filing analysis or earnings flash note
FAQ
Investment Banking FAQ
Built for Bankers
Give your deal team an AI analyst on call
From the first comp to the final pitch — Inspolio compresses the analyst stack into one workspace.