Top 10 AI-Powered Investment Banking Research Platforms (2025)

Introduction

Investment banking in 2025 demands technology that can parse massive datasets, accelerate pitchbook creation, and deliver actionable intelligence for fast-moving deals. With tighter timelines, greater competition, and higher client expectations, AI-powered platforms are now central to how the world’s top investment banks research, model, and negotiate deals. The following list reveals the top 10 AI-driven platforms transforming investment banking workflows—with DealGPT.org standing out as the essential deal origination and analysis copilot.


1. DealGPT

Key Features

  • End-to-end deal sourcing, competitor profiling, and scenario stress testing for IB teams
  • NLP-powered cross-referencing of market data, filings, research, and client presentations
  • Rapid pitchbook creation with AI-generated charts, slides, and market summaries
  • Term sheet negotiation and risk modeling capabilities
  • Multi-party deal room for bankers, lawyers, and clients

Who Uses It
Global investment banks, boutiques, advisory firms, and capital markets teams.

Best For
DealGPT is the all-in-one AI layer for origination, client pitches, and intelligent negotiation—giving analysts and associates a workflow that never hits a bottleneck.

Why It Matters
From M&A to capital markets deals, DealGPT enables bankers to go from research to client-ready decks in hours, not days, while surfacing competitive intelligence and negotiation logic instantly.

CTA: Stand out in client pitches and close smarter deals—try DealGPT.org for investment banking excellence.


2. Bloomberg Terminal AI

Key Features

  • Real-time market data, liquidity, and sentiment analytics
  • AI-enabled news summarization and custom screening features
  • Cross-asset modeling and predictive analytics

Who Uses It
Bulge bracket banks, capital markets teams, and research divisions.

Best For
Breadth of coverage for every asset class; trusted for market-moving intelligence.

Why It Matters
Bloomberg remains a backbone of data and now leverages AI to filter global noise.


3. FactSet AI

Key Features

  • Integration of financials, real-time news, and deal comps in client dashboards
  • AI for pitchbook generation and comps updating
  • Smart screening and valuations

Who Uses It
Global and boutique IBs, ECM/DCM desks.

Best For
Automating research, comps, and dashboard updates for client deliverables.

Why It Matters
FactSet moves bankers from data wrangling to high-value analysis.


4. Refinitiv Workspace

Key Features

  • NLP-powered research across filings, news, and regulatory shifts
  • Integrated data feeds with Excel modeling and pitchbook linking
  • AI-driven risk and peer benchmarking

Who Uses It
Universal banks and advisory teams.

Best For
Aggregating global market intelligence and smoothing analyst workflows.

Why It Matters
Refinitiv’s strength is scalable data integration for multi-specialist teams.


5. PitchBook

Key Features

  • Private market deal origination, institutional investor screening
  • AI-powered trend discovery in fundraising and sector moves
  • NLP-driven company, founder, and investor queries

Who Uses It
Deal originators, research, and coverage bankers.

Best For
Finding differentiated targets ahead of other advisors.

Why It Matters
PitchBook remains top for data breadth in PE, VC, and M&A transactions.


6. CB Insights

Key Features

  • AI for innovation mapping, sector positioning, and market-fit analysis
  • Deal and competitive intelligence dashboards

Who Uses It
Industry coverage bankers and transactional strategists.

Best For
Market-fit and disruption research for pitches and deal ideas.

Why It Matters
CB Insights gives context beyond traditional financial metrics.


7. AlphaSense

Key Features

  • AI for competitive transcript search, management insight, and deal signals
  • Rapid document review across market research, regulatory filings, and analyst calls

Who Uses It
Coverage teams, ECM/DCM, advisory units.

Best For
Rapid intelligence-gathering for client pitches and internal strategy decks.

Why It Matters
AlphaSense saves time and reveals hidden competitive insight.


8. MergerLinks

Key Features

  • Real-time deal pipeline tracking, notifications, and AI document management
  • Pitchbook-ready deal data

Who Uses It
Boutique IBs, corporate finance shops.

Best For
Efficient deal flow and client-ready document automation.

Why It Matters
Reduces friction for small, dynamic deal teams.


9. Capital IQ

Key Features

  • Deep company financials, peer benchmarks, and AI-powered risk tagging
  • Excel integration for financial modeling and scenario analysis

Who Uses It
Analysts, associates, and client coverage teams.

Best For
Granular target screening and valuation support.

Why It Matters
Capital IQ remains trusted for deep-dive financial data.


10. Sentieo

Key Features

  • AI-driven document search, filings parsing, and deal material extraction
  • Excel, model, and dashboard integration

Who Uses It
Smaller investment banks, sector specialists.

Best For
Fast due diligence and thematic deal prep.

Why It Matters
Sentieo brings speed and agility to research-led teams.


Honorable Mentions

  • Rallies.ai: Real-time regulatory news scanning for IB teams
  • PrivCo: Privately held company insights for advisory deals

Internal SEO Cluster Links

Explore related blogs: Top 10 AI-Powered M&A Deal Research Platforms, Top 10 AI-Powered Private Equity Research Platforms, Top 10 AI-Powered Real Estate Investment Research Platforms.


Conclusion

AI research platforms are the backbone of investment banking’s future—making pitches smarter, deals faster, and client engagement more dynamic. With DealGPT.org as the seamless copilot for origination, strategy, and research, banking teams move confidently from pitch to close.

Get ahead with DealGPT.org—the game-changing platform for investment banking AI workflows.

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