Investment Banking

Investment Banking is a highly complex and research-intensive industry. Our Investment Banking Application is specifically designed to support the Deal Origination Process for Capital Markets & M&A as well as provide comprehensive client cockpits.

Here is how Squirro helps Investment Bankers in Debt Capital Markets & Equity Capital Markets as well as M&A succeed:

1. AI-Supported Deal Origination

Squirro’s Investment Banking Application for Debt Capital Markets (DCM) and Equity Capital Markets (ECM) supports the Deal Origination Process by automatically detecting relevant catalysts in both internal and external data through the application of AI and Machine Learning. Using pre-trained models, Squirro is able to detect events such as: companies outlining plans to raise capital (equity or debt), companies exploring IPO’s, expansion plans, management changes, or capital structure changes.
The deals are automatically presented to the Investment Bankers in a comprehensive holistic view either as a standalone solution or directly integrated within a core banking or CRM System.

2. Counterparty Recommendations

Once a mandate is won, Squirro helps to identify potential investors. Squirro creates a unique profile for the current deal and matches it with potential investor profiles that are based on past activities, forward looking statements, and the detection of other relevant signals within all of the available data. The result is a recommendation of the investors that most likely to be interested in the deal.

3. Client Cockpits

To further support Investment Bankers in Capital Markets and M&A, Squirro provides a comprehensive Client Cockpit, meeting preparation reports, and relationship maps. By unifying siloed data from old pitchbooks, earning call transcripts, premium data sources, and many others, Squirro offers a holistic view of clients and the markets they operate in as an integration within your CRM System.

Learn more about our Investment Banking Applications for ECM, DCM, and M&A and discover other features such as meeting preparation reports or relationship maps.

Investment Banking ECM DCM Benefits


Banking is a fast-paced and relationship-driven industry

To find and win new business, bankers must be able to:

  • Stay on top of trends in the industry
  • Pay close attention to comments that their clients make publicly and in private conversations
  • Identify the early signs of a potential deal or a need for new capital, fast enough to approach the client before one of their competitors
  • Approach clients with a thorough understanding of their current situation, history and recent events

 To stay on top of the streams of information, bankers need to perform vast amount of research in order to make sure they don’t miss an opportunity


Get alerts for new opportunities pushed right to you for events like:

  • Management Changes
  • Deal rumors
  • Capital Structure Changes
  • Strategy or Results announcements

Automate the research of finding investors to approach about buying newly issued securities

Access all the information you need in a single place
Quickly reference everything from your call notes to information like news, financial filings, and research to keep up-to-date with your clients

Stay on top of trends in deal-making and changes in the industry

Do this all right from the CRM that you already use


Maintain deeper and richer relationships with highly informed conversations

Obtain a 360 view of clients and their needs

React to opportunities faster and with more agility

Minimize staffing requirements and costs

Generate innovative ways to satisfy customers with improved performance capabilities


Squirro Investment Banking App

Squirro for Investment Banking Demo

Empowering Investment Bankers with Data Science

Building the Modern CRM Platform with Embedded AI & Machine Learning