Client Intelligence
Uncover signals that drive better outcomes.
status online · ai workbench · deal intelligence
Shay Chioa
Investment Banking × AI Applications
Building AI systems that sharpen client intelligence, automate high-friction workflows, and accelerate deal research for better decisions under pressure.
Workflow Automation
Reduce repetition and cycle time.
Deal Research
Surface opportunities faster with AI.
Focus Areas
AI where banker judgment needs leverage.
Client Intelligence
Aggregate internal and external data into actionable views for relationship strategy.
Workflow Automation
Design AI-powered processes that remove busywork while keeping human review intact.
Deal Research
Compress screening, market mapping, and diligence into sharper research loops.
Data Products
Build proprietary datasets and analytics that create durable information advantage.
Selected Builds
Experiments becoming operating tools.
M&A Copilot
AI assistant for mandate intake, teaser creation, buyer lists, and outreach prep.
View Details →Comps Engine
Comparable-company analysis with dynamic multiples, drivers, and transaction context.
View Details →InsightHub
Natural-language interface over research, filings, CRM notes, and external signals.
View Details →Operating Principles
Built for judgment, not replacement.
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01
Client First
Start from trust, clarity, and measurable business impact.
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02
Integrity & Confidentiality
Banker mindset, high discretion, and clean information boundaries.
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03
Craftsmanship
Thoughtful design, rigorous testing, and continuous refinement.
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04
Leverage Technology
Use AI as force multiplier while keeping human accountability.
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