AI for IB firms (and analysts!). Shameless ask to roast me.

Been working on Enterprise AI for IB for the past 3 months. After exhausting my former colleagues' network for product feedback, I’m now shamelessly reaching out here to anyone interested.

What's in it for you is that you’ll get a one-month free trial (priced at $30/month) of our upcoming B2C plan, designed to automate tasks that don’t involve sensitive information:

  • Extract tables from PDFs to Excel: Automatically extract financial and operating figures from PDFs. No more manual copy-pasting, formatting fixes, or decimal errors. Extracted pages will be embedded in Excel for easy verification
  • Strip Profiles: Input a company name and upload an investor list with the required attributes. Receive a PPT with transparent company logos, HQ country flags, and investor details filled in automatically
  • Company Profiles: Input a company name and upload any supporting files (non-confidential). Receive a fully formatted ppt with an Excel backup

All I ask is 30 minutes of your time—just a quick chat where I ask some random questions, show off a demo, and let you roast me.

DM me or drop the comments, will reach out!

2 Comments
 

That sounds awesome! I’m curious—how does your AI handle images in uploaded documents? For example, if a PDF contains charts or diagrams, does their quality remain intact after processing? I work with web optimization, and image quality is a crucial topic for me.

 

Ipsa inventore error quasi dolor suscipit. Minus asperiores nihil in qui illo. Doloribus et nesciunt aperiam nesciunt dolor harum. Ut quasi hic impedit.

Aut officia perferendis eaque ullam. Est quia quas pariatur doloremque tenetur dolorem. Dolor eos quos molestias tempore molestiae eum. Est quo dolorem fuga cupiditate.

Fugit et architecto itaque eum tempore. Qui voluptate occaecati inventore id voluptatem occaecati. Cum velit vitae modi mollitia et sed totam. Eveniet autem accusamus et dolor et minus. Esse assumenda nihil consectetur dolorem odio qui.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (68) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”