- •Deal Origination with Kanban pipeline
- •Deal Room with 13-stage workflow
- •Client Coverage & CRM
- •Due Diligence management
Pioneering AI‑Driven
Solutions for The
Financial Sector
AI-powered financial infrastructure built for bankers, investors, and dealmakers.
Verdalyze Edge• Capital Markets (ECM & M&A)
Private Preview
Our first platform, purpose-built for ECM & M&A advisory. Streamline deal workflows, analytics, and client execution.
Verdalyze Capital• Private Equity
In Design
Verdalyze Alpha• Hedge Funds
Planned
Verdalyze Wealth• Asset & Wealth Management
Planned
Introducing Verdalyze Edge
A B2C investment banking and financial intelligence platform that combines deal management, client relationship management, and AI-powered analysis in one unified system. From prospect identification through deal closing, everything you need for modern investment banking workflows.
Core Product Modules
Four integrated modules that work together to streamline your investment banking workflows from prospect to closing.
- Deal Flow Management
- Track prospects through the sales pipeline, manage active deals across 13 stages, maintain client relationships, and streamline due diligence processes.
- AI-Powered Intelligence
- Analyze documents with AI, generate strategic insights, chat with an AI assistant, and experiment with custom AI models for your workflows.
- •Document Intelligence & analysis
- •AI Insights & recommendations
- •AI Chat Assistant
- •AI Workbench for experiments
- Analytics & Intelligence
- Access real-time market data, perform advanced data analysis, build financial models, and run comprehensive valuations with 15+ methods.
- •Market Intelligence & news
- •Data Intelligence & BI
- •Financial Modeling tools
- •Valuation Suite (DCF, Comps, Monte Carlo, etc.)
- Workspace Tools
- Manage tasks and workflows, organize notes and knowledge, and securely store and manage documents with version control.
- •Task Management & tracking
- •Notes System & knowledge base
- •Document Management
Choose Your Plan
Start free, upgrade as you grow. All plans include access to our core investment banking platform with AI-powered intelligence.
Mock data and exploration only
Ideal for individual professionals
Billed annually (£288/year)
Our Development Approach
Our platforms are in active development, engineered from the ground up to address the specific complexities of modern financial institutions. Our process is guided by a disciplined, multi-faceted approach to ensure we build solutions that are both powerful and practical.
- Shaped by Industry Expertise
We actively engage with a network of financial professionals and domain experts, ensuring our development is continuously informed by the practical realities and evolving needs of institutional workflows.
- Built with Engineering Discipline
We adhere to rigorous, best-in-class software engineering practices, prioritizing security, scalability, and system reliability to deliver high-quality solutions worthy of our clients' trust.
