The Intelligent Front Office for Investment Banking

Use configurable intake forms to capture the information, documents, mandate type, counterparties and other requirements needed to establish the process from the start.

Run sell-side, buy-side and capital-raising mandates through firm-defined stages with required fields, responsibilities, tasks, milestones and approvals configured around the process.

Coordinate priorities, deadlines, responsibilities and next actions against the mandate so the deal team works from one execution plan rather than separate task lists, spreadsheets and inboxes.

ALF can support market research, transaction analysis, financial modeling and the preparation of transaction materials such as pitch decks, teasers, CIMs and management presentations. Reusable skills can apply the firm’s methodologies, templates and execution playbooks while using the relevant mandate, client and transaction context.

Build buyer, investor or target lists from Investment CRM using relationship history, sector, geography, mandate relevance and other firm-defined criteria.

Use existing firm relationships and ALF’s network graph to identify warm paths, prior interactions and relevant connections into target buyers, investors or acquisition targets. ALF can use Outlook communications, meetings and prior mandate history to help the team understand who knows whom and the strongest available path into a target counterparty.

Present selected mandates or capital opportunities through Listing to defined CRM audiences with controlled visibility, access and supporting materials.

Manage counterparties through configurable engagement stages with communications, activity and progression connected to the mandate. Selected opportunities can optionally be extended through FinBursa Access when broader external reach is appropriate.

Manage transaction materials inside the mandate through controlled data rooms and deal rooms with granular permissions, external participant access, document activity, engagement analytics and audit trails.

Control which counterparties can access specific information as the process progresses, with permissions configured around the participant, mandate and stage of the transaction.

Coordinate buyer or investor questions, client responses and adviser collaboration within the transaction environment so the dialogue remains connected to the underlying mandate. ALF can use the permitted document and mandate context to help prepare responses, summarize open questions and identify information still required from the client or deal team.

ALF can review permitted VDR materials, extract and compare information, identify missing documents or potential inconsistencies and help structure buyer or investor document checklists. It can support Q&A preparation and review transaction materials against the information already available across the mandate, while keeping findings connected to the underlying documents and process.

Track IOIs, offers, bids, investor commitments and allocations according to the mandate type, with each submission connected to the relevant counterparty and transaction.

Maintain a current view of where each buyer, investor or target stands, the next required action and the milestones remaining before completion. ALF can combine communications, meetings, VDR engagement and campaign activity to summarize counterparty status and surface processes or follow-ups that may require attention.

Track submission deadlines, management meetings, approvals, exclusivity periods, closing actions and other relevant mandate milestones from the same execution environment.

Keep buyer, investor, client, target and adviser participation history connected after the mandate closes so future coverage and origination begin with the context created during prior transactions. ALF can use that history to prepare future interactions and surface relevant prior engagement.