Investment Banking Execution, Reframed

One system for
every deal moving
toward close.

FINBURH brings mandate setup, modeling, deliverables, review, and coordination into a single operating surface built for M&A, ECM, and DCM teams.

Deal workbench

Mandates, outputs, and execution progress in one operating view.

Model workspace

Standalone or linked financial models that stay close to the deal.

Review trail

Comments, approvals, and latest deliverables without scattered file chasing.

Operating Board

From intake to deliverable

Mandate setup

Ready

Create a deal workspace with the structure, priorities, and context your team actually needs.

Model workspace

Linked or standalone

Build analysis in context, keep assumptions visible, and return to current outputs instantly.

Review and package

Controlled

Keep versions, comments, export-ready files, and audit visibility aligned as work ships.

Why It Feels Different

A deal workbench, not another disconnected AI screen

The product experience is organized around actual banking execution. Work begins with the mandate, expands into model and deliverable workspaces, and stays reviewable as the transaction advances.

Deal-first operating surface

The product is structured around real execution work: active mandates, linked models, current outputs, and who needs to do what next.

Modeling that stays contextual

Model workspaces are not hidden side tools. They remain connected to assumptions, review, and the broader mandate when needed.

Review built into delivery

Outputs, version history, audit visibility, and stakeholder review stay in the same product flow instead of breaking off into email chains.

Deal Intake

Start with the mandate, not a blank file

Create a workspace from a focused brief, shape the execution plan, and move into the real work without bouncing between transient overlays.

  • Clear entry into a dedicated creation studio instead of popup-only setup.
  • The deal becomes a persistent workspace where assumptions, progress, and outputs stay connected.
  • Teams can come back to the workbench and immediately see what deserves attention next.
New Deal
Y
Acquire TechCorp for $2.4B. All-cash offer with a 30% premium to current trading. Need full valuation suite and a pitch book for the board presentation next Friday.
F

I'll set up a complete M&A deal for TechCorp. Here's your plan:

01DCF Valuation Model
02Comparable Company Analysis
03Accretion / Dilution Analysis
04Board Pitch Book
05Executive Summary Teaser
DCF Model
2024E
2025E
2026E
2027E
Revenue
$842M
$1,024M
$1,198M
$1,387M
EBITDA
$218M
$276M
$329M
$390M
EBITDA Margin
25.9%
27.0%
27.5%
28.1%
Free Cash Flow
$156M
$198M
$241M
$289M
Enterprise Value
$2,412M
Implied EV/EBITDA
6.2x

Model Workspace

Modeling that stays close to execution

Financial modeling becomes a first-class workspace with its own assumptions, outputs, scenarios, and review flow, whether it stands alone or links back to an active deal.

Standalone or linked

Choose the right scope for focused analysis or mandate-connected execution.

Reusable outputs

Keep model work organized so teams can reopen, refine, and export with confidence.

Deliverables

Output handling with review and accountability built in

Documents and presentation materials should not feel like detached endpoints. FINBURH keeps the latest deliverable, the underlying context, and the review history close to each other.

Version-aware output handling that is easier to review and easier to trust.
Smoother handoff from working analysis to packaging and export.
A clearer line between what is current, what needs review, and what is ready to share.

Coverage

Built for the core transaction tracks banking teams actually run

FINBURH is positioned to support the repeatable structure of M&A, ECM, and DCM work while keeping the product language and navigation coherent.

M&A

Manage sell-side and buy-side execution with a clear trail from intake to board-ready materials.

ECM

Structure capital markets workstreams with model context, review checkpoints, and deliverable discipline.

DCM

Support debt execution with connected assumptions, documentation, and controlled collaboration.

Workflow

A cleaner path from intake to approval

The experience should feel like one continuous piece of software. These are the four product rhythms the platform is now being shaped around.

Capture the mandate

Start with a structured brief so the team has a clear execution surface from the first minute.

Build the model

Move from assumptions to reusable model workspaces without losing the commercial context.

Package the output

Keep deliverables, working files, and export-ready materials aligned as the work evolves.

Review and coordinate

Comments, handoffs, and approvals stay anchored to the work rather than fragmented across tools.

Comparison

The Old Way vs. the New

What once took weeks of manual effort now happens in moments — without sacrificing quality or control.

Traditional
FINBURH
Financial Model Build
2-3 weeks of manual spreadsheet work
Generated in minutes, fully editable
Pitch Book Creation
Days of slide formatting and data entry
Auto-generated from deal data, presentation-ready
CIM Drafting
Weeks of writing, reviewing, and revision cycles
Structured draft with all sections, ready for review
Version Control
Email chains and file naming conventions
Every edit tracked, compare any version instantly
Team Coordination
Scattered across email, chat, and shared drives
Real-time collaboration with role-based access
Audit & Compliance
Manual logs and retrospective documentation
Immutable audit trail from day one

Control

Reviewable by design

Institutional workflows need more than speed. They need clear ownership, controlled access, and confidence that the current state of work is visible.

Immutable Audit Logs

Every action is permanently recorded and tamper-proof.

Role-Based Access

Fine-grained permissions ensure team members see only what they should.

Complete Version History

Every change is tracked. Compare, review, or restore any version.

Final Step

Run the mandate from one coherent workspace

FINBURH is being shaped into a tighter, more complete experience for banking teams that need modeling, deliverables, collaboration, and review to work as one product.