Find the deal. Forge the path.
Before anyone else.
Louisa reads the news, identifies the opportunity, and maps it to the right people at your firm — the ones with the relationship to act on it. Signal, path, introduction. All in one flow.
Louisa finds the mandate — and names who can win it
A carve-out is announced. A new CFO takes the role. Louisa reads the signal, identifies the deal opportunity, estimates its size, and immediately names who at the firm has the warmest relationship with target management — along with the internal specialist who should be on the pitch.
That's the full deal brief, automatically. The banker doesn't have to search. Louisa sends it to the right two people before the company starts taking calls.
What Louisa delivers
Louisa finds the allocator opportunity — and the warm path to it
A CIO changes firm. A pension fund announces a new mandate. A SWF is expanding its private credit allocation. Louisa spots the signal, identifies the fundraising opportunity, and maps exactly who at the firm has the strongest relationship to open the conversation.
Capital raises that start warm close faster. Louisa makes sure every outreach to an LP or allocator goes through the right person — with the right context — at exactly the right moment.
What Louisa delivers
Louisa spots the buy-side move — and tells the right salesperson first
A portfolio manager joins a new fund. A hedge fund raises fresh capital. Louisa reads the signal and immediately identifies which salesperson on the desk has the warmest relationship with the incoming PM — so the outreach is warm, fast, and ahead of every competitor who just saw the same news.
It also flags when existing buy-side relationships are going quiet, so coverage doesn't slip without anyone noticing.
What Louisa delivers
Louisa spots the liquidity event — and routes the warm introduction
A founder exit is announced. An M&A deal closes. A secondary sale hits the news. Louisa reads the signal, identifies the wealth management opportunity, and maps who across IBD and PWM has the strongest relationship with the founder or C-suite — so the right advisor reaches out through a trusted connection, not cold.
The window on a liquidity event is narrow. Louisa makes sure it's never missed.
What Louisa delivers
What the industry says
IPO business development needs to start three or four years before the bake-off. A tool like Louisa — mapping who knows the founders, who's on the board — could be incredibly impactful for ECM teams doing this systematically.
There are so many missed cross-sells that don't happen. Relationships that are unused, disconnected colleagues, fractured client experiences — people are talking to the same client about different things and nobody knows.
See cross-sells your business is missing
Book a demo and we'll walk through exactly how Louisa applies to your firm's coverage model and origination workflow.
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