Wall Street's First AI Analyst
JERETH Intelligence
MS
Morgan Stanley & Co.
Analysis ready
M&A
Tech Sector Acquisition Analysis
Comprehensive valuation and strategic fit assessment for $4.2B enterprise SaaS target.
$4.2B Valuation
12.4x EV/Revenue
28% IRR
GS
Goldman Sachs
2 min ago
IPO
IPO Readiness Assessment
Pre-IPO diligence and competitive positioning for fintech unicorn.

An AI analyst that works, for you.

Enterprise-grade generative AI purpose-built for investment banking, private equity, and asset management. Automate research, pitch decks, and valuations in minutes, not days.

25,000+
Professionals served
50,000+
Daily queries
85%
Time saved
Top 10
Banks served

Financial analysis used to be a craft. Now it's a grind disguised as diligence.

More data sources, more compliance checks, more formatting requirements. Analysts spend 80% of their time on tasks machines should handle — pulling data, building comps, formatting decks.

The 100-hour week was never about thinking harder.

We built JERETH for professionals who understand that real value creation happens in strategic insight, not spreadsheet manipulation. For those who believe the best analysts should be thinking, not typing.

A platform that doesn't just speed up the work — it transforms what's possible. Built by former investment bankers who lived the problem. Powered by AI that finally understands the language of finance.

Platform Capabilities

Enterprise AI built for Wall Street

Fine-tuned large language models integrated with institutional-grade financial data. Purpose-built for the workflows that matter most in investment banking, private equity, and asset management.

Intelligent Research

Instantly synthesize information across SEC filings, earnings transcripts, news, and proprietary datasets. Surface insights that would take analysts hours to compile manually.

Real-time SEC filing analysis with footnote extraction
Earnings call transcript sentiment analysis
Cross-reference multiple data sources simultaneously
Automated industry and competitive landscape mapping

Pitch Deck Automation

Generate investment-grade presentations in your firm's exact style. From situation overviews to detailed transaction analyses, maintain brand consistency at scale.

Custom template integration with firm branding
Dynamic chart and graph generation
Automatic footnoting and source citation
PowerPoint and PDF export with version control

Company Profiling

Build comprehensive company profiles that rival senior analyst work. Capture business model nuances, competitive dynamics, and strategic positioning with unprecedented depth.

Business model canvas generation
Management team background synthesis
Ownership structure and cap table analysis
Key risk factor identification and assessment

Valuation Intelligence

Run comprehensive comparable analyses and valuation benchmarks in seconds. Access transaction databases, trading comps, and precedent analyses with institutional-grade accuracy.

Dynamic trading comps with real-time data
M&A precedent transaction database access
DCF scenario modeling and sensitivity tables
Football field visualization automation

Deal Flow Analytics

Track and analyze deal activity across markets, sectors, and geographies. Identify trends, spot opportunities, and stay ahead of market movements with AI-powered deal intelligence.

Real-time M&A activity monitoring
Capital markets issuance tracking
Sponsor activity and fund deployment analysis
Sector-specific deal pipeline intelligence

Compliance Ready

Built-in compliance guardrails ensure all outputs meet regulatory standards. Automatic disclosure generation, conflict checking, and audit trail maintenance for every query.

SOC 2 Type II certified infrastructure
Complete audit trail with source attribution
Automated compliance disclosure generation
Information barrier and conflict detection

How It Works

From query to insight in seconds

JERETH transforms the way financial professionals work. Our platform integrates seamlessly into existing workflows while dramatically accelerating time to insight.

1

Ask in Natural Language

Simply describe what you need in plain English. Whether it's a complex valuation analysis, competitive landscape overview, or transaction comparison, JERETH understands the context and intent of your request without requiring specific commands or syntax.

  • Understands financial terminology and context natively
  • Handles complex, multi-part queries seamlessly
  • Learns your preferences and firm-specific conventions
Natural Language Query

"Build me a trading comps analysis for enterprise SaaS companies with $500M+ revenue, focusing on vertical software players. Include 3-year revenue CAGRs, Rule of 40 metrics, and NTM EV/Revenue multiples. Format for our TMT pitch book template."

JERETH processes this request by identifying the peer universe, pulling financials from integrated data sources, calculating required metrics, and formatting output to your specifications.

2

AI Synthesizes Data Sources

JERETH simultaneously queries multiple institutional-grade data providers, financial filings, proprietary databases, and your firm's internal knowledge base. Our fine-tuned models understand the nuances of financial data and apply appropriate methodologies automatically.

  • Integrates with Capital IQ, Bloomberg, FactSet, and more
  • Parses SEC filings, earnings transcripts, and research
  • Reconciles conflicting data points automatically
Data Processing

Querying 47 companies across 6 data sources...

47
Companies Analyzed
284
Data Points
12
Metrics Calculated
3.2s
Processing Time
3

Receive Actionable Output

Get polished, presentation-ready deliverables formatted to your firm's standards. Every output includes full source attribution, methodology notes, and data timestamps for compliance and verification. Export directly to PowerPoint, Excel, or integrate via API.

  • Firm-branded templates and formatting
  • One-click export to PowerPoint, Excel, PDF
  • Complete audit trail and source documentation
Ready for Review

Enterprise SaaS Trading Comps — Q4 2026

Complete analysis with 23 comparable companies, sorted by Rule of 40 performance. Median NTM EV/Revenue of 8.4x identified. Output formatted per TMT template specifications.

PowerPoint Ready Sources Cited Compliance Verified

Use Cases

Built for how you actually work

From bulge bracket banks to boutique advisory firms, from mega-cap PE to growth equity — JERETH adapts to your specific workflows and deliverable requirements.

M&A Pitch Books

Generate comprehensive sell-side and buy-side pitch materials in hours instead of days. JERETH builds situation overviews, preliminary valuations, buyer/seller universe analyses, and transaction structure recommendations based on your parameters and market data.

Example Query

"Create a sell-side pitch book for a $200M revenue healthcare IT company. Include strategic and financial buyer universe, preliminary valuation using comps and precedents, and key selling points based on recent earnings."

Equity Research Support

Accelerate initiation of coverage reports and quarterly updates. Extract key metrics from earnings calls, identify management tone shifts, track guidance changes, and maintain comprehensive company models with automated data refreshes.

Example Query

"Summarize the last 4 quarters of earnings calls for Salesforce. Highlight any changes in guidance methodology, track net new ARR trends, and flag any shifts in management's competitive positioning commentary."

Debt Capital Markets

Support leveraged finance, investment grade, and structured products with credit analysis, covenant tracking, and market comparables. Generate offering memorandum sections, credit summaries, and investor presentation materials.

Example Query

"Build a credit analysis for a B2 rated industrial company refinancing $500M of debt. Include leverage trajectory, coverage ratios vs. rating agency thresholds, and comparable recent high yield issuances in the sector."

Cross-Border Advisory

Navigate complex international transactions with multi-jurisdiction regulatory analysis, cross-border valuation adjustments, and currency considerations. Access global market data and local compliance requirements in unified workflows.

Example Query

"Analyze regulatory considerations for a US acquirer purchasing a German manufacturing company. Include CFIUS implications, EU foreign subsidy screening, and typical deal timeline for similar transactions."

Target Screening

Rapidly screen thousands of potential targets against your investment criteria. JERETH builds comprehensive company profiles, identifies key value creation levers, and flags potential concerns before you spend time on deep diligence.

Example Query

"Screen for software companies with $30-75M EBITDA, founder-owned, serving healthcare end markets, with identifiable add-on opportunities. Rank by margin expansion potential."

CIM Analysis

Extract and structure key information from Confidential Information Memoranda in minutes. Identify management adjustments, normalize financials, flag inconsistencies, and generate preliminary valuation frameworks.

Example Query

"Analyze this CIM and summarize: key business metrics, management's EBITDA adjustments with your assessment of defensibility, customer concentration risks, and preliminary entry multiple range based on recent transactions."

Value Creation Planning

Model operational improvements, add-on synergies, and exit scenarios with data-driven assumptions. JERETH identifies comparable value creation case studies and benchmarks improvement potential against sector-specific metrics.

Example Query

"Build a value creation bridge for this industrials platform. Model margin improvement from procurement consolidation, organic growth acceleration, and 3 identified add-ons. Show IRR sensitivity to exit multiple."

Portfolio Monitoring

Track portfolio company performance against budgets and benchmarks. Generate board materials, identify early warning indicators, and maintain real-time visibility into value creation progress across the portfolio.

Example Query

"Generate Q3 board materials for our healthcare services portfolio company. Compare actuals to budget, highlight KPI trends, summarize market developments, and update value creation tracker."

Investment Research

Accelerate fundamental research with comprehensive company analyses, competitive positioning assessments, and industry deep dives. JERETH synthesizes data from multiple sources to surface insights that inform investment decisions.

Example Query

"Build an investment thesis for NVIDIA. Analyze competitive moat in AI training chips, assess sustainability of data center growth, model different AI adoption scenarios, and identify key risks to monitor."

Portfolio Analytics

Monitor portfolio exposures, factor sensitivities, and concentration risks with natural language queries. Generate ad-hoc analyses for investment committee meetings and client reporting without relying on dedicated quant resources.

Example Query

"Analyze our portfolio's exposure to rising interest rates. Break down sensitivity by sector and position size, identify most vulnerable holdings, and suggest potential hedging strategies."

Client Reporting

Generate polished client reports and investment updates with attribution analysis, market commentary, and outlook perspectives. Maintain consistent messaging while customizing content for different client segments and preferences.

Example Query

"Draft a quarterly letter for our growth equity fund LPs. Summarize performance attribution, highlight key portfolio developments, provide market outlook, and address common LP questions from last quarter."

Thematic Research

Explore investment themes and sector trends with AI-powered research capabilities. Identify emerging opportunities, map value chain exposures, and build conviction around thematic positions with comprehensive supporting analysis.

Example Query

"Research the nuclear power renaissance theme. Map the value chain, identify public company exposures at each level, analyze regulatory tailwinds, and compare valuations across the opportunity set."

Acquisition Sourcing

Identify and evaluate potential acquisition targets aligned with your strategic priorities. JERETH screens the market based on your criteria, builds preliminary assessments, and maintains an always-updated pipeline view.

Example Query

"Screen for potential tuck-in acquisitions in the HVAC distribution space. Focus on companies with $10-50M revenue in the Southeast, strong contractor relationships, and owners approaching retirement."

Synergy Modeling

Build detailed synergy models with bottom-up assumptions for cost savings and revenue opportunities. JERETH identifies comparable transactions, benchmarks synergy capture rates, and flags integration risks based on similar deals.

Example Query

"Model synergies for acquiring a regional competitor. Build bottom-up estimates for procurement savings, facilities consolidation, and G&A reduction. Benchmark against similar deals and timeline for capture."

Integration Planning

Develop comprehensive integration plans with workstream timelines, key milestones, and success metrics. JERETH draws on best practices from similar integrations to identify critical path items and common pitfalls to avoid.

Example Query

"Create a 100-day integration plan for the upcoming acquisition. Cover IT systems, sales force alignment, brand strategy, and customer communication. Highlight Day 1 requirements and quick wins."

Board Materials

Generate executive-level presentations for board discussions on M&A strategy and specific opportunities. JERETH structures content to address typical board member concerns and supports scenario planning for different strategic paths.

Example Query

"Prepare board materials for next week's strategy session. Summarize our M&A pipeline, provide detailed assessment of our top 3 targets, and outline resource requirements for accelerating inorganic growth."

Enterprise Security

Built for institutions that can't compromise

Financial services firms trust JERETH with their most sensitive work because we've architected security from the ground up. Our platform meets the stringent requirements of bulge bracket banks, global asset managers, and leading private equity firms.

End-to-End Encryption

All data encrypted in transit with TLS 1.3 and at rest with AES-256. Your queries and outputs never touch shared infrastructure or training data.

Isolated Tenant Architecture

Each client operates in a completely isolated environment. No data sharing, no cross-tenant access, no model contamination.

Complete Audit Trail

Every query, every output, every access event is logged with full attribution. Meet regulatory requirements with comprehensive audit capabilities.

Enterprise SSO & Access Control

Integrate with your existing identity provider. Support for SAML 2.0, OAuth 2.0, and SCIM. Role-based access controls map to your organizational structure.

SOC 2 Type II
ISO 27001
GDPR Compliant
CCPA Compliant

Data Integration

Connected to the sources you trust

JERETH integrates with institutional-grade financial data providers, regulatory filings, and your firm's proprietary knowledge bases. Always current, always accurate, always cited.

S&P Capital IQ

Financial Data

Bloomberg

Market Data

FactSet

Analytics

Refinitiv

Data Platform

PitchBook

Private Markets

SEC EDGAR

Regulatory Filings

Earnings Calls

Transcripts

News & Research

Real-time

JERETH also integrates with your firm's internal databases, CRM systems, and proprietary research. Our enterprise API enables seamless connection to existing workflows and data infrastructure.