INVESTMENT BANKING SOFTWARE
Investment banking software for modern M&A teams
Conceptor is AI-powered investment banking software built around Florence, our AI reasoning agent. Find buyers for sell-side processes, acquisition targets for buy-side mandates, and investors for placements, all from one platform searching 25M+ companies and investors.
Eliminate up to 90% of manual research with software that understands your mandates in plain language. Generate curated buyer and target lists in minutes, not weeks, with the reasoning behind every match, and show clients you're covering the market more completely than anyone else.
Originate more mandates
Use investment banking software to differentiate your theses and surface proprietary targets that competitors aren't tracking. Win more mandates with better deal origination.
Build lists faster
Generate long lists and short lists for live processes in minutes, not days. Our investment banking software turns vague theses into concrete target lists instantly.
Show technological edge
Demonstrate to clients that you're using AI-native investment banking software to cover the market more comprehensively than traditional methods.
How investment banking software works
Conceptor's investment banking software uses AI to analyze unstructured data from millions of companies, understanding what each business does, who it serves, and why it might fit your client's acquisition strategy. No more combing through static databases or outdated taxonomies.
- Describe your mandate in natural language. Write the thesis the way you would in an investment memo, and our investment banking software maps the market instantly.
- AI scores companies on strategic fit. Our investment banking software evaluates targets on business model, ICP, geography, and deal signals—everything you need to prioritize outreach.
- Review enriched company profiles. Each target includes business descriptions, market positioning, and key deal signals—no need to open multiple databases.
- Export and collaborate. Build curated lists, export to CSV/PDF/XLSX, and keep your team aligned on deal origination priorities.
Why investment banks choose Conceptor
Traditional investment banking software relies on static databases that all banks use the same way. Conceptor's AI-powered investment banking software understands meaning and context, enabling you to search the way you think about deals—not the way a database was designed.
Our investment banking software integrates seamlessly with your existing workflow. Many banks use Conceptor alongside their current data providers, enriching our AI-generated insights with financial data, ownership details, and other proprietary information.
Conceptor pricing: significantly cheaper than the competition
Conceptor is significantly cheaper than competing deal sourcing platforms like Sourcescrub, Grata, Inven.ai, and Cyndx, which are typically much more expensive.
Conceptor's Individual plan is $50 per month, self-serve, with no annual commitment. Your first 3 searches are free, so you can compare list quality against any competitor before paying anything.
Investment Banking Software FAQs
How is Conceptor different from other investment banking software?
Most investment banking software is built around static databases. Conceptor uses AI to understand what companies actually do, enabling you to search the way you think about deals, not the way a database schema was designed.
Can we use Conceptor alongside our existing data providers?
Yes. Many investment banks use Conceptor to generate and qualify targets, then enrich those insights with financial data or ownership details from their existing providers.
Is client and mandate information kept confidential?
Yes. We never train on your data or send it to models that do. Enterprise plans add enterprise security controls on top of that baseline.
How do we get started?
Individual bankers can sign up and run their first 3 searches free, no sales call required. Teams that need the 25M+ dataset, waterfall enrichment, or collaborative organization views can contact sales about Enterprise.
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