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AI workflow software for investment banks.

Drafts the work. Pre-screens the risk.

Conductia is the workflow layer for investment banking deal execution. Your bankers focus on clients and judgment calls instead of coordinating and drafting, and every communication is pre-screened for risk before it leaves.

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Deal team

Conducts every step, manages every deadline.

  • A standard workflow for each deal type, with a human owner and a deadline on every task
  • Drafts each deliverable in advance, checks every human revision and learns from the edits
  • Higher-quality work, faster, with compliance built in
How it works for the deal team

Compliance

Every communication checked before it goes.

  • Bankers send communications exactly as they do today
  • Legal, compliance and reputational risk checked pre‑send in the background, and flagged
  • Every message and flag logged, auditable and easy to retrieve
How it works for compliance

Technology

Plugs into what your firm runs today.

  • One application, three connections: email, document storage and your firm’s own AI provider
  • A minimal lift: nothing to rip out, nothing to rebuild
  • Access permissioned and logged
How it works for technology

Senior management

The firm keeps what it learns and sees what it earns.

  • Intelligence aggregates at the firm level
  • A daily update on pipeline and closings
  • Revenue and cost by deal, group and division, with AI and human cost side by side
How it works for senior management

See it working.

Register to walk through the product on a deal.

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More capacity

More deals per banker, not more bankers per deal.

More origination, more closings, less coordination: deal management, task assignments, first drafts and final reviews, and deadline management move off the deal team. Your bankers reallocate low-value coordination hours into winning and closing deals.

More consistency

Drafted to your bar before a banker starts, and reviewed when they finish.

Every draft follows your firm’s templates, style guide and workflow, and the same standard holds across the whole firm. The quality of the work no longer depends on who is staffed, from the most senior MD to the newest analyst.

More compliant

Communications pre-screened for risk before they leave the firm, not after.

Work and communications that run through Conductia are pre-screened in the background at each step for legal, regulatory, compliance and reputational risk. Anything flagged reaches the banker before it is sent.

The same deal, run two ways.

Manual, inconsistent, and rushedSequenced and managed to a deadline

Today

The process lives in whoever is running it. Next steps sit in one banker’s head, status gets chased over email and chat, and the checklist is rebuilt from scratch on every mandate.

With Conductia

Every task is sequenced with an owner, a deadline, an approval path and a live status, from origination through closing.

Slow output and long processesNo waiting for bandwidth to free up

Today

Work waits: for a person to be free, for the page someone built on another deal. The same comps get rebuilt again and again.

With Conductia

Drafts are produced as soon as their inputs are ready, checked against your own precedent, and improved until they clear your bar. Every senior edit is learned, so the next draft starts better.

Unlogged and unauditableLogged, assigned to a deal, and easy to retrieve

Today

When a regulator asks or a lawsuit lands, the team spends months finding the emails and documents behind a deal.

With Conductia

Every action, edit and approval is logged to the deal it belongs to, so an audit or a legal request is a search, not a project.

Key-person dependentIntelligence is retained and aggregated at the firm level

Today

How a deal was actually run walks out the door with the team that ran it.

With Conductia

What the firm learns about running each kind of deal is kept and built on, so a new team starts where the last one finished.

Margin lost to processMore origination, more closings, less coordination

Today

The most expensive people in the bank spend their week allocating work, checking status and redoing junior output.

With Conductia

Conductia suggests who takes each task and when it is due, the deal team lead decides, and the process keeps moving. Seniors enter where they change the outcome: clients, positioning, negotiation, signature.

Risks discovered after the factRisks identified before they materialize

Today

A banker drafts an email and sends it. Supervision happens later in a lookback, or years later in discovery, where one sentence costs the firm a settlement.

With Conductia

Work and communications are checked as they go for legal, compliance and reputational risk, and the banker sees anything flagged before it is sent.

The firm’s edge leaks to the AI vendorYour data stays yours

Today

Every ungoverned prompt teaches someone else’s product how your firm works: your process, your judgment, your clients.

With Conductia

No other firm, and not Conductia, can see your data, and no outside AI is trained on it. What your private AI learns stays with your firm.

Unsupervised and ungoverned AISupervised consistent with current FINRA guidance

Today

AI output goes straight into deal work with nobody accountable for it: ungoverned, unlogged, and invisible to supervision until something surfaces.

With Conductia

FINRA has confirmed that its existing, technology-neutral rules, supervision included, apply when firms use AI. Conductia supports supervision consistent with that guidance: AI drafts and checks, and a banker owns every key decision.

Bankers should bank. Not chase the next step. Not build AI.

Bankers in front.
Governed AI in the back.

Conductia

Reduces unnecessary work and process time

  • Researches
  • First draft of each deliverable
  • Routes work and manages deadlines
  • Checks each revision
  • Logs and audits the work
  • Learns from each edit

The banker

Owns all key decisions and judgments

  • Access levels and permissions
  • Pricing and terms
  • Final sign-off on documents and communications
  • Document execution
  • Anything regulated or irreversible
  • All decisions involving judgment

The unlock is not autonomous AI. It is supervised AI.

Every banker gets a second pair of eyes.

Today the cost of running a deal is massive, and it sits in three places:

  • Headcount, hours and quality in drafting, reworking and carrying the process

    Conductia: Conducts the process, with higher accuracy and less rework

  • Legal, compliance and reputational risk around every message and document

    Conductia: Pre-screens the work before it leaves

  • Years of apprenticeship and training to learn each type of deal

    Conductia: Builds apprenticeship and training into every deal

Conductia reduces all three costs.