Official FactSet Partner From the makers of Arcafeed (acquired)

Solutions / Investment Banking

A new threshold of speed, trust, and precision.

From the pitch to the close, the agent builds pitchbooks, comps, and CIMs in your house style, and every figure on the page opens to its source.

Book a 30-minute walkthrough See the workbench

ArcaLabs: type the ask and the agent builds the public comps and saves the workbook to the deal

ArcaLabs Deals Workbench for an M&A deal: the agent chat on the left, native deal files in the editor, and the deal file tree on the right

Every figure traced to source

Source: FactSet · pulled 09:14 ET

From kickoff to IC, the agent works the deal in one window.

01 / The challenge

The deliverable has your name on it.

A comps refresh spans FactSet, Excel, the house template, the data room, and Outlook, and every handoff is a fresh chance to break a link the night before IC. One mistyped figure is a credibility event. ArcaLabs collapses those tools into one surface, makes the trips between them for you, and keeps the work defensible at sign-off.

Several disconnected tools collapsing into one ArcaLabs surface

Before: FactSet, Excel, the template, the data room, and Outlook tangled by copy, paste, and re-key handoffs. After: the same tools feeding one ArcaLabs surface that produces a single sourced deliverable.

02 / The deal workbench

Your whole deal in one window.

Open a deal and you get an IDE for transactions: the agent in the chat, your live files in the editor, the full deal tree on the right. The agent reads the CIM and the model, pulls comps, and drafts the next turn in place. Definitions are the deal's source of truth, and version pills are your git history.

The deal Explorer: files, the financial model, and pinned Definitions that are the deal's source of truth

The ArcaLabs Deals Workbench annotated: Chat, the full-fidelity native file editor, the Explorer file tree, and pinned Definitions.

03 / Deliverables

Pitchbooks and models in your house style.

Real PowerPoint, Excel, and Word, not a static export. The agent works from your golden-copy templates and your firm's profile, so the pitchbook, the comps set, and the CIM come out on brand and ready for the printer. Preview and download in full fidelity, every figure still traced to source.

A finished deliverable file in the deal: an Excel model in the firm's house style, ready to preview and download

The ArcaLabs file viewer showing a house-style Excel model and a board deck, both produced by the agent and previewable in full fidelity.

04 / Auditable by construction

Every number opens to its source.

Click the flag on any cited cell and the source opens in app, scrolled to the exact figure in the 10-Q or the FactSet record. Step through the tagged range, mark each reviewed, and sign off with a full audit trail. No download, no second tab, no black-box numbers the night before the committee.

A cited figure expanded to show the exact 10-Q passage it came from, with a reviewed checkmark

A cited cell in the model opening to the exact 10-Q passage it was sourced from, with a reviewer sign-off trail.

05 / FactSet by default

Precedents and comps, fully sourced.

Ask once and pull from across the firm: every deal's files, your connected drives, and live market data, FactSet by default. Comps, fundamentals, consensus estimates, and the M&A precedent database come back as a cited answer, and the search respects sealed deal folders and information barriers, so a query never reaches across an ethical wall.

A fully cited cross-deal answer with FactSet, SEC, and transcript sources

ArcaLabs Enterprise Search answering a cross-deal question with a live tool trace and a fully cited answer, FactSet by default.

06 / The deal record

A deal log that keeps itself.

Every email, meeting, and agent action lands in a live, exportable deal log, so the record is ready for compliance without a second job. When a counterparty writes in, the agent drafts the reply for you to approve and send, all without leaving the deal.

An agent-drafted reply to a counterparty email, staged for human approval before it sends

The ArcaLabs deal log capturing correspondence and agent actions, alongside an agent-drafted email reply staged for approval.

07 / Trust & security

Built for the way banks buy software.

Compliance-first, sourced and audited end to end, and runnable in the infrastructure your firm already trusts. We have shipped production systems into banks before, so we know what your ops, infosec, and procurement teams will ask.

Official FactSet Partner

Live, licensed, direct data access, not a reseller, not a crawled snapshot. FactSet is our default, certified data source; the platform is provider-agnostic and sources from other trusted providers however your firm prefers.
Built for regulated firms

SOC 2 Type II, single-tenant deployment in your VPC, full audit trail on every prompt and output, customer-managed KMS keys.
Information barriers respected

Sealed deal folders and ethical walls stay enforced. The agent and firm-wide search only reach what each user is cleared to see.

Schedule a Call

Connects to the systems your firm already uses

See the whole desk on one surface.

Book a 30-minute walkthrough and we will run a live workflow on your own deal: a comps refresh, an IC memo, or a diligence pack, built on live, licensed market data, FactSet by default, in your house style, with every figure traced to source, end to end without leaving the screen.

Book a 30-minute walkthrough

ArcaLabs is the AI workspace for finance: the model, the deck, the memo, the deal log, and the inbox, on one surface. Official FactSet Partner. From the makers of Arcafeed (acquired).

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