deal intelligence for financial institutions
Deals are won through who-knows who.
Your next deal is already in your firm’s network. Louisa finds the warmest way in using every relationship across your firm, not just your own.
Built for firms whose edge is who they know
Built at Goldman, spun out in 2023
Funded by Oxford University
Accelerated by Barclays RISE
Funded by Oxford University
2024 Barclays Rise Growth Academy
GS Accelerate’s inaugural 2018 cohort
One platform. Three gaps.
People. Relationships. Deals.
Each problem is bleeding revenue from your desk.
01
Stale People Data
Your CRM shows people as they were, not as they are.
Most institutional CRMs fall out of date. Louisa fixes that:
What you getA CRM your team trusts again.
02
Hidden Relationships
You can’t use relationships you can’t see.
Louisa scores every relationship in the firm, not just the deal team, from:
What you getThe strongest way into any account, and why.
03
Missed Deals
Your target went up. Your pipeline didn’t.
Louisa learns how your desk makes money and connects the signals others miss:
What you getA deal brief: why now, who knows them, a draft email.
The pressure on every desk
Your stack can't point to your
next mandate.
Your next mandates exist in your firm's network. Your CRM holds an ex colleague's information, around 30% of it's out of date. Your firm's inboxes hold real relationships, but they're siloed. And no tool tells your desk which deal to go after, or how to win it.
"The most frustrating version of a missed deal isn't when you have no path in. It's when you had one all along and didn't know it."
Building pipeline
Illustrative
- 1
Learns your remit. Your clients, your ticket sizes, the deals your desk usually focus on.
- 2
Finds the deal others miss. A facility maturing, an agreement expiring, a new fund. Louisa turns intel into a move for your desk.
- 3
Finds the warmest way in. A direct relationship where there is one, and a second or third-degree route where there isn't.
Where it shows up
Coverage & M&A
You need to be in the room before the mandate. You can't see who at your firm already is.
Private equity
You need proprietary deal flow. You can't see which founders your firm already knows.
Capital markets
You need to know when an issuer will come to market. No one can track every maturity across your book.
Wealth management
You need to reach clients before a liquidity event. You hear about it once it's public.
Built by a dealmaker
17 years at Goldman Sachs.
Now working for your desk.
In 2018, one conversation in London led to a $6B deal. Goldman asked Rohan Doctor to make that repeatable. Louisa is the result.
Connect with Rohan →"What if you could systematise serendipity with data?"
Experience
17
years at Goldman Sachs
Origin
$6B
deal that started Louisa
Coverage
150
banks covered
Desks
2,000
desks, each with its own P&L
The playbook
Buy into the strategies that already win deals.
01
Learn your desk
Your remit, clients and ticket sizes.
02
Map your network
Every relationship in the firm, scored.
03
Apply the playbook
Proven strategies, run on your remit.
04
Win the mandate
The deal, and the warmest way in.
We start small and build with you.
A consultative partnership
Built around your stack
We map how your firm manages relationships today, then build Louisa around it.
- A dedicated team, not a one-time setup
- Custom data mapping and CRM architecture
- Read-only and metadata only. Your data stays yours.
- SOC 2 Type II, with a governance pack ready in week one
Plugs into your existing stack
Secure. Private. Compliant.
Enterprise-grade security from day one.
Louisa for communities
The same graph, for a network you do not employ. Alumni, investor and member networks, mapped automatically.
