OverviewHow it worksROI Calculatorvs OthersPricing
Purpose-built for deal work · Built to win more business
The execution layer for serious deal professionals
Bloomberg gives you the markets. Capital IQ gives you the financials. PitchBook gives you the data. Executa does the work.
No credit card required · Firm-private workspace · No lock-in contracts
Join the waitlist with professionals from
Rothschild & Co
Lazard
JP Morgan
Mediobanca
William Blair
Lincoln International
Houlihan Lokey
Jefferies
Evercore
Moelis & Company
PJT Partners
Nomura
Rothschild & Co
Lazard
JP Morgan
Mediobanca
William Blair
Lincoln International
Houlihan Lokey
Jefferies
Evercore
Moelis & Company
PJT Partners
Nomura
10×
Analyst output
20 min
Financials → LBO model
196
Analyst days saved / yr
9:1
Average ROI
Purpose-built for deal work
& winning more business
Not a general AI tool. Every capability designed around the specific workflows of M&A, debt advisory and private equity — so your team executes faster and pitches more.
01
Financial Model Builder
Upload target financials. Receive a working LBO or DCF with 3 scenarios and all formulas intact. What took 3 analyst days takes 20 minutes.
See how it works →
02
Data Room Intelligence
Upload a full deal data room. Receive a structured due diligence report with red flags by category — financial, legal, commercial, environmental.
See how it works →
03
Document Generation
First-draft IMs, pitch books and credit memos from a deal brief and financials — in your firm's house style.
See how it works →
04
Firm-private Architecture
Your data is cryptographically isolated. No other firm can access your deals or documents. Built to the confidentiality standards advisory firms require.
05
Comps & Precedents
Comparable company analysis and precedent transaction benchmarking in minutes. EV/EBITDA, revenue multiples, deal premiums — structured for your model.
06
Win More Mandates
Generate compelling pitch books, teasers and credentials decks in minutes. Present faster, pitch more firms, and close mandates before your competitors have even started their deck.
See how it works →
Purpose-built for deal work · Built to win more business
Execute deals faster. Win more mandates.
Executa compresses the time between winning a mandate and delivering work product — so your team closes more, pitches faster and spends less time on tasks that don't win business.
How advisory professionals use Executa
From financials to model. From data room to report. From brief to IM.
Three capabilities that eliminate the most time-consuming work in deal execution.
Capability 01
How Executa cuts LBO modelling from 3 days to 20 minutes
A junior analyst spends 2–3 days building an LBO from scratch. The structure is always the same — entry assumptions, debt structure, operating projections, returns waterfall. Only the numbers change. Executa reads your uploaded financials, understands the business, and produces a working model with base, upside and downside scenarios — all formulas intact, ready to present.
✓Upload P&L, balance sheet and cash flow — any format
Junior analyst builds LBO manually from scratch. €400/day × 2.5 days = €1,000 per model
WITH MERIDIAN
20 minutes
Upload financials. Model generated. Senior banker reviews and refines. €33 per model in time cost.
€967 saved per model · 30× faster
Capability 02
How advisory firms process data rooms in hours, not weeks
A mid-market deal data room contains 500–2,000 documents. Reading every one takes a team of analysts 2–3 weeks. Executa reads the entire data room, cross-references documents, identifies red flags by category, and produces a structured DD report with source references — in 2–4 hours.
✓Reads every document — PDFs, contracts, financials, emails
✓Red flags by category: financial, legal, commercial, environmental
✓Every flag linked to source document and page number
✓Structured report ready for partner review
BEFORE MERIDIAN
2–3 weeks
2 analysts × 15 days × €400/day = €12,000 in analyst time per data room
WITH MERIDIAN
2–4 hours
Upload. Report generated. €800 in senior review time to verify findings.
€11,200 saved per deal · 40× faster
Capability 03
How boutique banks generate IMs without junior analysts
Writing an Information Memorandum takes a team 2–3 weeks. The structure — executive summary, business overview, market analysis, financials, investment thesis — is always the same. Only the deal changes. Executa generates a full first-draft IM from a deal brief and uploaded financials in 45 minutes, in your firm's house style.
✓Full IM structure: exec summary through to appendices
✓Financial summary tables extracted from uploaded models
✓Your firm's tone, style and template
✓Export as Word for editing and finalising
BEFORE MERIDIAN
2–3 weeks
Associate + analyst × 15 days = €15,000–25,000 in team time per IM
WITH MERIDIAN
45 minutes
Draft generated. 1 day of senior editing to finalise and refine.
€20,000+ saved per mandate · 20× faster
Value Calculator
How much analyst time does Executa save your firm?
Adjust the inputs to match your firm. See exactly how many analyst days Executa eliminates — and what that time is worth.
Value Calculator
Based on time savings reported by Executa clients across deal teams
8
€450
5
6
Time saved breakdown
Capability
Before
With Executa
LBO / DCF models
20 days
2.7 hrs
Data room analysis
75 days
2–4 hrs each
IM & document drafting
90 days
45 min each
Analyst days saved per year
185
Across modelling, data rooms and document production
Value of time recovered (€)
€83,250
At your analyst daily cost — time redirected to higher-value work
Deals processed faster
3–4×
Average deal execution time with Executa vs without
Annual value generated
€83,250
From time savings alone — not counting additional deals closed
Compare to alternatives
Junior analyst (salary + costs)€80,000–120,000/yr
PitchBook (data only, 3 users)$32,000+/yr
ExecutaContact us for pricing
Pricing is tailored to your firm size and usage. We respond within 1 business day.
Executa vs The Market
Bloomberg gives you the markets. Capital IQ gives you the financials. PitchBook gives you the data. Executa does the work.
Three platforms your firm already pays $70,000+ for — and none of them build a model, read a data room or draft an IM. Executa is the execution layer that fills the gap.
All platforms
vs PitchBook
vs Capital IQ
vs Bloomberg
Full platform comparison
What each platform actually delivers for a deal team — and what it cannot do
Execution layer
Executa
Does the work
Builds models, reads data rooms, drafts documents. AI trained on deal workflows.
Data layer
PitchBook
Research database
6M+ company profiles, deal histories, investor data. No work output.
Financials layer
Capital IQ
Financial data
Public company financials, comps screening, credit data. No modelling output.
Markets layer
Bloomberg
Market terminal
Real-time markets, fixed income, macro data. Not built for deal execution.
Capability
Executa
PitchBook
Capital IQ
Bloomberg
Deal Execution
LBO / DCF model from financials
✓ 20 minutes
✗ Not available
✗ Not available
✗ Not available
Data room due diligence report
✓ 2–4 hours
✗ Not available
✗ Not available
✗ Not available
IM / pitch book first draft
✓ 45 minutes
✗ Not available
✗ Not available
✗ Not available
NDA / engagement letter draft
✓ 3 minutes
✗ Not available
✗ Not available
✗ Not available
Deal pipeline management
✓ Full pipeline
✗ Not available
⚠ Basic only
✗ Not available
Research & Data
Comparable company analysis
✓ 5 minutes
⚠ Manual search
✓ Screening tools
✓ Full comps
Private market / deal database
⚠ Via integrations
✓ 6M+ companies
⚠ Limited PE data
✗ Not available
Public company financials
⚠ Via upload
⚠ Limited
✓ Comprehensive
✓ Real-time
Real-time market data
✗ Not available
✗ Not available
⚠ Delayed
✓ Real-time
Fixed income / credit data
✗ Not available
✗ Not available
⚠ Basic
✓ Best in class
Platform
AI-powered work output
✓ Core product
✗ Not available
✗ Not available
⚠ Limited AI tools
Firm-private data isolation
✓ Cryptographic
✓ Standard
✓ Standard
✓ Standard
Available 24/7
✓
✓
✓
✓
Annual cost per user
Contact us
$12K–40K
$12K–36K
$24K+
The stack that makes sense
Most advisory firms need PitchBook for deal data, Bloomberg for markets and Capital IQ for financial screening. None of those platforms do the work. Executa is the execution layer that sits on top — taking the data you already have and turning it into models, reports and documents. Four platforms, four distinct roles. Together they cost a fraction of one additional junior analyst.
The distinction
PitchBook is a research database. Executa is the executor.
PitchBook tells you about 6 million companies. It does not build the model, read the data room or draft the IM. Executa does. The two are complementary — most firms should use both.
PitchBook annual cost — real data
Solo user (solopreneur plan)$20,000/yr
3-user IB firm$32,000/yr
5-user advisory team$45,000/yr
7-user PE firm$60,000/yr
10-user IB firm$70,000/yr
Capability
Executa
PitchBook
LBO / DCF model from financials
✓ 20 minutes
✗ Not available
Data room due diligence report
✓ 2–4 hours
✗ Not available
IM / pitch book first draft
✓ 45 minutes
✗ Not available
NDA / engagement letter
✓ 3 minutes
✗ Not available
Deal pipeline management
✓ Full pipeline
✗ Not available
AI-powered work output
✓ Core product
✗ Not available
Comparable company analysis
✓ 5 minutes
⚠ Manual search only
Private market database
⚠ Via integrations
✓ 6M+ companies
Investor & fund data
✗ Not available
✓ Comprehensive
Annual cost per user
Contact us
$12,000–40,000
Our recommendation: Keep PitchBook for private market data — company profiles, deal histories, investor databases. Add Executa for the work those profiles don't do for you. The two are complementary, not competing.
The distinction
Capital IQ gives you the financials. Executa builds the model.
Capital IQ is exceptional at surfacing public company financial data and screening comparables. It does not take that data and produce a working model, a DD report or a draft IM. That is precisely what Executa does.
Capital IQ annual cost
Solo user$12,000–18,000/yr
Small team (3–5 users)$25,000–40,000/yr
Mid-size firm (10 users)$60,000–90,000/yr
What it doesScreens data. Not output.
Capability
Executa
Capital IQ
LBO / DCF model from financials
✓ 20 minutes
✗ Not available
Data room due diligence report
✓ 2–4 hours
✗ Not available
IM / pitch book first draft
✓ 45 minutes
✗ Not available
Comparable company screening
✓ 5 minutes
✓ Comprehensive
Public company financials
⚠ Via upload
✓ Full database
Credit & fixed income data
✗ Not available
✓ Available
Deal pipeline management
✓ Full pipeline
⚠ Basic CRM only
AI-powered work output
✓ Core product
✗ Not available
Document generation
✓ Full suite
✗ Not available
Annual cost per user
Contact us
$12,000–36,000
Our recommendation: Keep Capital IQ for financial data screening and public company comparables. Add Executa to turn that data into actual work product — models, reports and documents. Capital IQ finds the numbers. Executa builds with them.
The distinction
Bloomberg gives you the markets. Executa executes the deal.
Bloomberg Terminal is the gold standard for real-time market data, fixed income and macro analysis. It was built for traders and market professionals. Executa was built for deal professionals — the people who need models, data rooms and documents, not tick data.
Bloomberg Terminal annual cost
Per terminal / per user$24,000–27,000/yr
3-user team$72,000–81,000/yr
10-user team$240,000–270,000/yr
What it doesMarkets data. Not deal work.
Capability
Executa
Bloomberg Terminal
LBO / DCF model from financials
✓ 20 minutes
✗ Not available
Data room due diligence report
✓ 2–4 hours
✗ Not available
IM / pitch book first draft
✓ 45 minutes
✗ Not available
Real-time market data
✗ Not available
✓ Best in class
Fixed income & credit
✗ Not available
✓ Best in class
Macro & economic data
✗ Not available
✓ Comprehensive
Comparable company analysis
✓ 5 minutes
✓ Available
Deal pipeline management
✓ Full pipeline
✗ Not available
AI-powered deal work output
✓ Core product
⚠ Bloomberg AI limited
Built for M&A / advisory firms
✓ Purpose-built
✗ Built for traders
Annual cost per user
Contact us
$24,000–27,000
Our recommendation: Bloomberg is essential for any firm active in fixed income, macro or public markets. Executa operates in a completely different layer — taking deal data and producing work output. If you have Bloomberg, Executa adds what it cannot do: model building, data room analysis and document generation.
Seat-based pricing
Pricing that scales with your team
With a per-seat licence, only named users within your firm will have access to Executa. Additional seats can be added at any time. Speak with us for your firm's custom quote.
Executa is priced on an annual subscription basis — in line with the professional tools your firm already uses. Pricing varies depending on the number of seats, your firm type and any add-on capabilities you require. All plans include a 14-day trial on a real deal before any commitment. Contact us to discuss your firm's requirements.
Minimum
3
seats
Starting at
€32,000
annual subscription
👤
👤
👤
Up to
5
seats
Starting at
€45,000
annual subscription
👤
👤
👤
👤
👤
Up to
10
seats
Starting at
€74,000
annual subscription
👤
👤
👤
👤
👤
👤
👤
👤
👤
👤
15+
Firm
wide
Custom pricing
Contact us
annual subscription
Unlimited seats · White-label · Custom AI training · Dedicated infrastructure · SLA · API access · Bespoke onboarding
Optional add-ons (speak with your representative for pricing details)
Additional model runs
Extra LBO / DCF / debt capacity models beyond your monthly inclusion
Additional data room analyses
Extra full data room DD reports beyond your monthly inclusion
Document generation
Additional IMs, pitch books and credit memos beyond inclusion
CIM from live call
Record management meetings — transcript feeds directly into your CIM draft
White-label
Your firm's branding on all client-facing outputs — no Executa mark
API access
Integrate Executa capabilities into your own workflows and systems
Additional seats beyond your base tier cost is subject to your firm's agreement.
All plans are billed annually. Multi-year commitments available at discounted rates. Speak with our team → to get a personalised quote for your firm.
Every plan includes
✓Financial model builder — LBO, DCF, merger models
✓Data room intelligence — full DD with red flag report
✓IM, pitch book & credit memo generation
✓Deal pipeline management
✓Firm-private data isolation
✓14-day trial before commitment
✓Comps & precedent transaction analysis
✓Win more mandates — pitch books & teasers
Get a personalised quote
Join the waitlist
Tell us about your firm and we will respond with a personalised proposal within one business day — not an automated sequence, a real conversation.
Tailored to your firm size, deal volume and use case
3
30-minute live demo
On your own deal data if you have it
4
14-day trial on a real deal
Full access before any commitment
The comparison
PitchBook (3 seats)$32,000/yr
Capital IQ (3 seats)$36,000/yr
Junior analyst (salary)€80,000/yr
Executa (3 seats)€32,000/yr
Same price as PitchBook. Builds models, reads data rooms, drafts IMs.
E
Executa
Workspace
🏠 Command Centre
📊 Model Builder
📁 Data Room AI Active
📝 Doc Generator
Intelligence
🤖 AI Agents 9
🎯 Deal Pipeline 5
📋 Documents
Account
💳 Billing & Plans
⚙️ Admin
Executa›Command Centre
Trial — 12 days
Overview
Pipeline
Activity
Reports
⚠ 12 days remaining in your free trial
Pipeline Value
€47M
↑ +€12M this month
Fees YTD
€380K
↑ 63% of annual target
Active Mandates
5
↑ 2 new this week
AI Tasks Done
142
↑ 38 this week
Active MandatesView all →
Counterparty
Type
Stage
Value
Prob.
Agro Levante SL
Debt
Closing
€5M
90%
Iberia Renewables
M&A
Due Diligence
€12M
72%
Constructora Medina
Debt
Negotiation
€8M
60%
TechVenture Group
M&A
NDA
€18M
40%
Pharma Holdings BCN
M&A
Origination
€4M
25%
Platform Modules
📊
Model Builder
LBO, DCF, merger models from uploaded financials
Open →
📁
Data Room AI
Full DD analysis with red flags highlighted
Open →
📝
Doc Generator
IM, pitch books, credit memos from a brief
Open →
AI Agent SuiteOpen chat →
CEO
Chief Executive
Strategy · Priorities
Active
AN
Analysis Agent
Models · IMs
Active
LG
Legal Agent
NDAs · Docs
Active
BD
Biz Dev
Leads · CRM
Active
Recent Activity
Analysis Agent built LBO model — TechVenture Group2m ago
Legal Agent drafted mutual NDA — Iberia Renewables18m ago
Data Room AI flagged 3 red flags — Agro Levante1h ago
Biz Dev scored 14 new leads from LinkedIn scan3h ago
New Model
Recent Models
Templates
Build Financial Model
📊
Upload financial statements
P&L · Balance Sheet · Cash Flow — Excel, PDF or CSV
Recent Models
Agro Levante — Debt 3 scenarios
Delivered
Iberia Renewables — DCF Base/upside/downside
Review
Constructora Medina — LBO 6.5× entry, 5yr hold
Draft
Avg. time saved per model
2.4 days
vs building manually from scratch
DD Report
Upload New
History
Agro Levante SL — Due Diligence ReportGenerated 1hr ago
142
Docs read
3
Red flags
7
Review items
89%
Complete
Critical Findings3 flags
Customer concentration risk
Top 3 customers = 68% of revenue. Loss of any single account would materially impair EBITDA. Requires renegotiation or diversification plan before close.
Source: Contracts / CMA_014.pdf · p.7
Undisclosed pension liability
€2.1M unfunded pension obligation not reflected in management accounts. Material misstatement — must be addressed in reps & warranties.
Source: Legal DD / PEN_003.pdf · p.14
Environmental permit renewal pending
Operating licence expires March 2025. Renewal in progress but not yet confirmed. Conditionality risk to timeline.
Source: Permits / ENV_001.pdf
DD Categories
Financial
Complete
Legal
Complete
Commercial
In review
Environmental
⚠ Flagged
Management
Complete
📁
New data room
Drop files or click to upload
Generate
Library
Templates
Configure Document
Iberia Renewables — Information Memorandum (AI Draft)AI Generated
Project Solar
Information Memorandum · Strictly Confidential · October 2025
Executive Summary
Iberia Renewables Group ("IRG" or "the Company") is a leading Iberian renewable energy platform operating 280MW of installed solar PV and wind capacity across Spain and Portugal. The Company generates stable, long-term revenues underpinned by a 12-year contracted revenue profile with investment-grade offtakers, providing a highly visible and defensible cash flow stream well-suited to institutional infrastructure investment mandates.
Investment Highlights
1.Market leadership — Second-largest independent renewable platform in Iberia by installed capacity, with a 180MW shovel-ready development pipeline.
2.Contracted cash flows — 94% of revenues contracted through 2037 with Iberdrola, EDP and Red Eléctrica at fixed feed-in tariffs.
3.ESG credentials — Certified carbon-neutral operations, MSCI AAA rating, attracting premium valuation from infrastructure and ESG-mandated buyers.
⚠ AI-generated first draft — review and edit before distribution to counterparties.
E
Executa
← Back to Platform
🤖 AI Agents
Executa›AI Agent Suite
Agents (9)
Executives
CEO
Chief Executive
Strategy
COO
Chief Operating
Workflows
CFO
Chief Financial
P&L · Fees
Specialists
AN
Analysis
Models · IMs
LG
Legal
NDAs · Docs
BD
Biz Dev
Leads · CRM
DM
Deal Mgmt
Pipeline
CD
Content
LinkedIn
RP
Reporting
Client updates
CEO
Chief Executive Officer
Strategy · Deal priorities · Firm health
CEO
Chief Executive Officer
Pipeline reviewed. Priority: close Agro Levante this week — 90% probability, €50K in fees on close. TechVenture NDA counter-signature is still outstanding; follow up with counsel today. What would you like to focus on?
You
Show me the full pipeline with weighted fees and priority ranking
CEO
Chief Executive Officer
Counterparty
Stage
Prob.
Wtd. Fees
Agro Levante
Closing
90%
€45K
Iberia Renewables
Due diligence
72%
€130K
Constructora Medina
Negotiation
60%
€72K
TechVenture Group
NDA
40%
€108K
Pharma Holdings
Origination
25%
€15K
Weighted pipeline: €370K — above annual fee target run-rate. This week's priorities: (1) Chase bank confirmation on Agro Levante today. (2) Follow up with TechVenture counsel on NDA counter-signature before EOD.
Billing & Plans
Wainwright Advisory · Free trial
⚠ Free trial — 12 days remainingContact us to select your plan and continue after trial
Seat-based annual subscription
Minimum 3 seats. Annual billing. Speak with us for a personalised quote for your firm.
Minimum
3
seats
Starting at
€32,000
annual subscription
👤
👤
👤
Up to
5
seats
Starting at
€45,000
annual subscription
👤
👤
👤
👤
👤
Up to
10
seats
Starting at
€74,000
annual subscription
👤
👤
👤
👤
👤
👤
👤
👤
👤
👤
15+
Firm
wide
Custom pricing
Contact us
annual subscription
Unlimited seats · White-label · Custom AI · SLA · API access
Optional add-ons (speak with your representative for pricing details)
Additional model runs
Additional data room analyses
CIM from live call recording
Document generation
White-label output
API access
Platform Administration
Executa owner dashboard — all firms and revenue
Total Firms
12
Active Subscriptions
8
Trialing
4
Active ARR
€225K
Active Clients8 active · 4 trialing
Firm
Plan
Status
Annual value
Joined
Goldman Sachs Iberia
Enterprise
Active
€74,000
Jan 2025
Rothschild & Co Spain
10 seats
Active
€74,000
Feb 2025
Lazard Madrid
5 seats
Active
€45,000
Mar 2025
Mediobanca Capital
3 seats
Active
€32,000
Mar 2025
Wainwright Advisory
Trial
Trialing
—
Apr 2025
Revenue Breakdown
Enterprise (custom)
1 firm · custom
10 seats (€74,000/yr)
2 firms · €148,000
5 seats (€45,000/yr)
3 firms · €135,000
3 seats (€32,000/yr)
2 firms · €64,000
Total ARR
€347,000
Recent Events
New signup: Citi Advisory ES — Trial started2h ago