AI for Investment Banking
Model faster, cross-check faster, win faster—from inside Excel.
Drift helps investment bankers and corp dev teams go from raw materials to deal-ready faster.
Interrogate models, extract key metrics from CIMs or filings, and validate the story behind the deck and financials—all without leaving Excel or chasing updates across tools.
Whether you’re running a comp set, analyzing a model, or validating the M&A deck before it goes out, Drift keeps your work fast, accurate, and in sync—without slowing down the deal.
Use it to:
Whether you’re running a comp set, analyzing a model, or validating the M&A deck before it goes out, Drift keeps your work fast, accurate, and in sync—without slowing down the deal.
01
Build comps faster
by extracting EV/EBITDA or revenue multiples directly from decks or data.
02
Validate pitch accuracy
by checking that PowerPoint charts reflect the Excel model logic and latest inputs.
03
Spot model issues
like input inconsistencies, broken formulas, or flawed assumptions.
04
Pull benchmarks
from PDFs like CIMs or public filings without manual retyping.
05
Run quick sensitivities
on accretion, dilution, or synergy assumptions in your M&A model.
Example Use Cases
Rapid Model Interrogation
Drop into any model and ask Drift the kind of questions you’d expect in an IC meeting: Where does the value come from? What assumptions drive the return? How sensitive is this deal to revenue mix, margin expansion, or capex?
“What assumptions drive the majority of value creation in this model? Break down contribution by revenue growth, margin, and cost of capital. Get detailed.”
Operating Model Teardown
Upload a target company’s Excel model from a data room or CIM. Drift analyzes the structure, flags hardcoded assumptions, highlights unrealistic growth or margin jumps, and points out broken formulas or circular references—so you can assess risk before you waste time polishing a broken build.
“Review this model for structural issues, hardcodes, and unrealistic assumptions. Flag anything that could cause concern in diligence. Look hard.”
