Get Executa embeds institutional AI across your deal workflows.
Get Executa is not a generic AI tool you have to prompt into shape. It is a purpose-built intelligence layer trained on investment workflows - deployed inside your firm's data, encoded with your methodology, and producing outputs at the standard your clients hold you to.
Get Executa is deployed across the full spectrum of financial institutions - from boutique advisory firms running 3 mandates in parallel, to investment banks managing hundreds of live transactions globally.
Coverage and M&A teams at global and regional investment banks. Deal execution at scale - without scaling headcount.
Boutique to mid-tier advisory businesses where every mandate matters and the partner is the product. Executa extends the partner's reach without diluting quality.
Mid-market PE funds where IC discipline, LP reporting, and portfolio monitoring are board-level responsibilities. Executa becomes the firm's institutional memory.
Big-4 and boutique FDD and valuations teams where rigour, source citation, and workstream coverage define the quality of the deliverable.
Debt advisory boutiques, credit funds, and leveraged finance teams where debt capacity, covenant modelling, and credit memos are daily deliverables.
Independent sponsors and search funds operating without a permanent team. Executa provides the analytical firepower of a full deal team at a fraction of the cost.
RICS-standard asset valuation firms and property advisory businesses - surveying, Red Book valuations, plant and machinery appraisals, and portfolio assessments produced at scale.
Every feature built around the same question: what does a senior partner need to see, and how quickly can we get it in front of them?
Get Executa adapts to your deal flow - not the other way around. Select your firm type to see how the platform is configured for your specific workflows.
Mid-market PE funds use Get Executa to compress the time between deal identification and IC presentation - without compressing the quality of the analysis.
Get Executa changed what we can offer a client in the first week of a mandate. We had a full CIM, LBO, and DD summary in front of management within four days of signing. That used to take three weeks and a team of four.
Managing DirectorEuropean M&A Advisory Firm
The IC memo standard is what convinced the partners. It comes out in our firm's voice, with our deal rating framework, and every risk quantified. The IC chair test catches gaps we used to find at midnight before the meeting.
Investment DirectorMid-Market Private Equity Fund
Our analysts now operate like senior associates and our associates operate like directors. The quality floor is higher than it was before. And I stopped getting calls about covenant checks - they just happen, and I get an alert when something matters.
Chief Operating OfficerEuropean Credit Fund
Every document sent to ChatGPT or Copilot may constitute unlawful disclosure of inside information under MAR, violate GDPR, and breach client NDA obligations. Get Executa eliminates this risk architecturally - not by policy.
"Get Executa is the first AI tool we have been comfortable deploying on live deal data. The firm isolation and EU data residency gave our compliance team everything they needed to approve it in two weeks."
Get Executa was built by people who spent careers in M&A advisory, private equity, and investment banking - and who knew exactly why every generic AI tool broke down at the moment it mattered most.
Our founding team comes from advisory, PE, and credit. We have been in the IC meeting, the data room at 2am, and the client call where the model was wrong. That experience is embedded in every prompt, every Skill, and every output standard the platform enforces.
Every new client engagement begins with a Forward Deployed Engineer embedded with your firm for two weeks - mapping your workflows, encoding your methodology, and deploying a platform that works your way from day one. No configuration burden on your team.
Our AI research team continuously develops new models, routing logic, and context assembly techniques specifically optimised for financial workflows. Every quarterly release makes the platform materially better - not just more feature-complete.
EU data residency - Firm-private workspace - SOC 2 infrastructure