Building the AI Analyst for Finance Professionals

Accelerating the most time-consuming workflows, enabling professionals to focus on What Really Matters

Made by Investment Professionals, for Investment Professionals
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DEEP DIVE #1:

Accelerate Sourcing for M&A Targets

Describe your investment angle using natural language.

We apply AI Agents to research tens of thousands of companies, answering complex criteria.

We'll deliver a shortlist of highly relevant targets within minutes.

Differentiation vs. Traditional Databases

We don't compete directly vs. Pitchbook / Grata / Sourcescrub. We like to say we compete against the interns who leverage these databases.

  • Filtering is the bottleneck: Our AI Agents visit 10,000+ companies' websites and conduct complex research within minutes.
  • Ground truth for data: Data can often be noisy. We go straight to the Press Releases to identify ownership & valuation data.
  • Semantic understanding: Traditionally, searching for "property maintenance" misses companies described as "commercial facilities maintenance".
WHY WAVERLY AI?

Use Cases

Mid-market PE: Buy & Build

Automate complex search angles in hours vs. weeks, at a fraction of the cost of Buyside Advisors.

Large Cap PE: Market Mapping

Accelerate thematic work by identifying diamond-in-the-rough targets.    

Investment Banks: Buyers Lists

Increase the probability of transacting by finding the long-tail of potential acquirers.

Corporate Development: M&A Shortlist

Generate watchlist of niche companies that traditionally require investment banks to identify  

DEEP DIVE #2:

Accelerate VDR Data Diligence

Share any spreadsheet with us.
We'll deliver a first draft of the key data insights in seconds.

We combine modern software tools + the traditional Excel proof that investment professionals can't live without.    

Drafting a Data Pack in <10 minutes:

Data Cleaning

Upload spreadsheets from the VDR containing customer data. We can automatically convert most files

Data Analysis

Instantaneously visualize data "cuts", across any segment.

AI Auto-Suggest

Review suggested findings by our AI Agent. We review hundreds+ of data cuts instantaneously

Export to PPT

Automatically export data into Excel and PPT. Each number is backed by dynamic Excel formulas

Testimonials

"I’m really happy with the outcome so far… The majority of the targets were right down the fairway for us. I’m really impressed with your AI functionality."

VP M&A

Mid-market PE portco

"I’ve never met a colleague that actually enjoys sourcing. It’s the most expensive workflow, because we can spend half a day scrubbing and generate no new leads… I’ve been searching for a solution like this for a long time"

Head of Business Development

Lower-mid-market fund

“Waverly returned permutations of the data that aren't humanly possible for us to evaluate. In our diligence, we ran out of time to evaluate by Country or by Margins. We’re just skipping that for now… But your software helped guide me on which areas to focus on… I was really impressed”

Principal

Lower-mid-market fund
FAQ's

Frequently Asked Questions

1
What data sources do you leverage?
2
How do you ensure compliance and data privacy?
3
Can my firm customize your offering for our specific workflows?
4
What would a potential engagement look like?
Get in touch

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