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Amy is an AI coworker for M&A and capital-markets advisors that works alongside you on the things that move a mandate forward — building buyer and target lists, running comps and market maps, prepping pitchbooks and CIMs, and keeping deals moving. It works across your inbox, calendar, CRM, data room, and chat, and enriches every name with firmographics, ownership, funding history, comparables, and verified executive contacts. The result is fewer late nights pulling lists and more time spent on the calls and judgment that win deals.

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Four ways to work with Amy

Every task you hand to Amy fits one of four patterns.

Ask

Get fast answers on a target, buyer, or sector — comps, ownership, funding, and contacts — synthesized across your CRM, data room, and the web.

Delegate

Hand off the real work — buyer and target lists, comps, market maps, pitchbook and CIM prep, and outreach — end to end.

Monitor

Watch your sectors and live deals for funding rounds, leadership moves, and M&A activity, and get alerted the moment something shifts.

Forward

Forward a CIM, teaser, or buyer reply and let Amy summarize it, vet the counterparty, and tee up your next move.
Every prompt in this section uses generic [placeholders] — like [CRM], [data room], and [sector] — that you swap for your own tools and deal context.