Deal Origination with AI

The financial services industry encounters significant friction in early-stage deal origination. Analysts must comb through a variety of different documents for each client, conglomerate that information, and then evaluate it on specific strategic parameters.

The time-intensive evaluation and research processes introduce inefficiencies that delay the speed at which deals can be processed, and does not provide enough clarity into the how and why a deal was evaluated a certain way.

The application seeks to address that challenge by automating the manual steps of the deal origination process, from document data extraction to deal evaluation synthesis. This allows for a more intelligent, transparent, and streamlined operation.

Appian DocCenter-powered document extraction: Automatically extracts key data from financial statements, capturing details like total assets and total liabilities to reduce manual entry and speed up processing

Multi-factor deal financial score system: Evaluates a deal against a provided strategy document, providing a concise analysis of the positive and negative factors contributing to a deal's viability.

AI Skill-powered document summarization: Analyzes documents such as Non-Disclosure Agreements, Confidential Information Memorandums, and Process Letters to detect and summarize the most crucial information, providing the analyst with the main details needed for review.

Approval workflows: Allows for authorized individuals to provide human input on whether or not to move forward with a deal

User-friendly list view of deals, with detailed drilldowns available: Provides visibility and transparency into the data found by the system, allowing for both an intuitive overview and the potential to dive deeper into the actual documents.