Investment Banking
It's all about relationships
Navigating employee, board and client networks are easier said than done.
M&A: Get There First with Warm Intel
Louisa AI can make sure early signals for carve-outs or spin-offs are sent to the right people with trusted relationships at the target. Warm intros are routed instantly across alumni and clients, turning institutional knowledge into first-mover advantage before the market catches on.
Private Wealth: Warm Leads to New Money
In private wealth, timing and trust are everything. Louisa AI maps cross-team relationships across IBD, PWM, and beyond, to surface who’s best positioned to connect. It can route key moments, like a founder exit, and routes warm intros to the right advisor, so your team moves first, with context and credibility.
Sales & Trading: Stay Ahead of the Buy Side
In fast-moving markets, timing is everything. Louisa AI can track buy-side people moves and maps internal relationships to help trading desks engage first. When a PM changes firms or raises a new fund, Louisa flags it so the right salesperson connects with relevant context, turning speed and insight into client advantage.
Asset Management: Fundraising Powered by the Network
Louisa AI uncovers warm paths to LPs, CIOs, and family offices by mapping relationships across alumni, clients, and colleagues. Feed Louisa allocator moves so it can route intros through trusted connections so capital raises start warm, not cold.
