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AI tools for investment bankers to research companies, analyze financials, generate pitch decks, and monitor market trends.
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Revenue (FY2025)
$34.9B · +11% YoY
Recent Acquisitions
Slack ($27.7B, 2021), MuleSoft ($6.5B, 2018)
Competitive Position
#1 CRM globally · 21.7% market share
Key Threat
Microsoft Dynamics gaining share in enterprise accounts
Company and sector research
Generate comprehensive intelligence reports on target companies and sectors. Pull financial data, competitive analysis, and market trends to support pitch development and deal thesis.
Create an intelligence report on Stripe: financials, competitive advantages, recent funding, and market position.
Stripe (Private): $95B valuation (2024 funding). 8000+ employees. Revenue ~$3B (est.). Competitors: Square, PayPal. Advantages: API-first, multi-currency, developer experience. Recent: $6.5B Series H (2024).
ToolRouter research_competitor
Valuation
$95B · Series H (2024)
Revenue
~$3B estimated · private company
Competitive Advantage
API-first developer experience, multi-currency
Key Rivals
Square, PayPal, Adyen
SEC filings and financial analysis
Access and analyze SEC filings for all public companies. Pull income statements, balance sheets, cash flow statements, and historical trends to support valuation models and deal analysis.
Pull Microsoft's last 5 years of revenue, EBIT, and operating margins from SEC filings. Show trend.
Microsoft Revenue (FY2025): $248B (+16%). EBIT: $105B (+21%). Op. Margin: 42.3% (vs 41.1% prior). Trend: consistent margin expansion via cloud and AI.
ToolRouter search_filings
YearRevenueEbit
FY2021$168B$70B
FY2023$212B$88B
FY2025$248B$105B
Consistent margin expansion via cloud and AI · SEC 10-K
M&A deal analysis and modeling
Build financial models and deal analysis. Calculate synergy impacts, analyze valuation metrics (EV/EBITDA, P/E multiples), and stress-test assumptions.
Model a $50B acquisition: target has $5B EBITDA, 8x multiple ($40B), $2B deal costs. Acquirer has $20B cash, 3x debt limit. Show leverage and payback.
Purchase Price: $50B (6.25x EBITDA). Total Cost: $52B. Pro forma debt: ~$32B (~3x). Annual interest ~$1.3B. EBITDA payback: ~11.2 years (assumes no synergies). Recommend 15-20% synergy target.
ToolRouter calculate_metrics
Purchase Price
$50B · 6.25× EBITDA
Total Cost (incl. fees)
$52B
Pro Forma Debt
~$32B · ~3× leverage
EBITDA Payback
~11.2 years (assumes no synergies)
Sector and macro trends analysis
Monitor macroeconomic trends, sector consolidation patterns, and deal flow. Use economic data and news alerts to identify emerging deal opportunities.
What are the latest consolidation trends in healthcare: recent M&A deals, regulatory changes, and valuation multiples?
Healthcare M&A (2025): 45 deals worth $120B (up 12%). Telehealth consolidation accelerating. Avg mult: 12.5x EBITDA (vs 11.2x 2024). FDA guidance changes favor vertical integration.
ToolRouter lookup_data
Deal Count
Avg EBITDA Multiple
Ready-to-use prompts
Company intelligence report
Generate a competitive intelligence report on Nvidia: recent financials, major customers, product strategy, and competitive threats.
Pull SEC filings
Find Apple's last 8 quarters of revenue, gross margin, and R&D spending. Show trend and calculate YoY growth rates.
M&A deal modeling
Model a $35B acquisition: target EBITDA $2.5B (9x multiple = $22.5B), $1.5B deal costs. Acquirer has $8B cash and 2x debt capacity. Show total cost and financing needs.
Sector research
Research the current fintech consolidation landscape: identify key acquirers, recent deals, valuation multiples, and strategic themes.
Comparable company analysis
Analyze the top 5 software as a service (SaaS) companies: revenue, EBITDA, growth rates, and valuation multiples (EV/Revenue, EV/EBITDA).
Economic trends
What are the latest Fed interest rate expectations and how are they impacting M&A and deal financing in 2026?
Industry consolidation analysis
Research pharmaceutical industry M&A trends: recent mega-deals, drivers of consolidation, and regulatory considerations.
News and deal monitoring
What major M&A deals were announced in tech this month? Who are the acquirers and targets? What are valuations and strategic rationales?
Tools to power your best work
Generate ChartTurn data into chart images fast
SEC FilingsSEC EDGAR filings & financial data
Deep ResearchAI research reports with citations
Economic CalendarEarnings, IPOs, FOMC & events
Financial CalculatorDCF, bonds, options & portfolios
NewsSearch and track news worldwide
Economic DataCensus, FRED, and labor stats
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Deal origination and target screening
Identify and research potential M&A targets: screen for fit, research sector trends, analyze financials, and prioritize opportunities.
Pitch book and investment thesis development
Build a comprehensive investment thesis and pitch book: market analysis, target profile, valuation, and synergy case.
Financial modeling and deal analysis
Build detailed financial models: pro forma analysis, valuation scenarios, sensitivity analysis, and deal metrics.
Frequently Asked Questions
How comprehensive are the SEC filing databases?
SEC Filings covers all US public companies with their full filing history (10-K, 10-Q, 8-K, proxy statements). Private companies are not included; you'll need separate data sources for private target research.
Can I use financial calculator for LBO modeling?
Yes, Financial Calculator supports leveraged buyout scenarios with custom debt assumptions, interest rates, and payback calculations. It's useful for private equity diligence but ensure your WACC and leverage assumptions match your firm's standards.
How real-time is the news and deal information?
News tool provides breaking stories and recent deal announcements. For comprehensive M&A databases and proprietary deal flow, integrate with sources like Bloomberg Terminal, Pitchbook, or Capital IQ for complete coverage.
Are regulatory and antitrust considerations included?
Deep Research can surface regulatory issues and antitrust concerns. For in-depth antitrust analysis, consult with legal counsel and regulatory specialists, as this impacts deal timing and structure.
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