Analyst3 Information

Analyst3 designs, builds and supports AI agents and workflows for deal teams – M&A advisory firms, investment banks, business brokerages, private equity funds and independent sponsors. Judgment, relationships and negotiation stay with your team. AI takes on the repeatable analyst work underneath: seller and buyer sourcing, buyer screening and outreach, market mapping, teaser and CIM drafting, inbound deal screening, diligence synthesis, IC memos, and CRM and LP reporting. We start with a strategy and workflow audit to find where the hours go. Then we build the highest-value workflow on live deals, and support from there. You own the code, the data and the IP. Agents run inside your environment, and nothing goes out without your sign-off. Built by deal practitioners and AI engineers – $20B+ of transactions advised, $1B+ of acquisitions closed, 30+ AI projects in production.