Private AI for investment bankers.

Keep transaction work aligned with the current numbers

Locate inconsistent figures, trace model changes and organise buyer questions by workstream.

Inputs: Approved model outputs, transaction documents, diligence requests and versioned presentations.

From observation to completed task

Draft change lists and route responses through the deal team's review process.

Draft a deal-team briefing from approved transaction material

The supporting records include approved management presentations, financial schedules and deal notes.

Bankers verify figures and all client-facing statements.

The systems involved

Document comparison, spreadsheet interfaces and transaction-specific access controls.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Bankers approve valuations and disclosures; test numerical consistency rather than relying on fluent prose.