Investment banking

Go into the meeting with a point of view.

Build a sourced view of the company and its peers, ready for your next client conversation.

Research for your next client conversation.

  • Your client’s context. Connect company research, industry developments, peers, and announced transactions.
  • Across jurisdictions. Compare sources with the currency and accounting basis made clear.
  • Your team’s sources. Use public disclosures and private-market research you have permission to access.

Samaya, throughout your day.

From your first coverage brief to the final deck, Samaya supports the work between: preparing for clients, making sense of meeting notes, and finding sourced inputs for your model.

  1. Catch up on your coverage list

    What financing, strategic, or ownership developments should our coverage team know about today?

    How Samaya helps

    A coverage brief with developments to discuss and research further.

  2. Prepare for client meeting

    What should we know before the client meeting, and which questions should we bring?

    How Samaya helps

    A client brief with talking points and questions for the meeting.

  3. Speak to client

    What did the client tell us, and what should our coverage team follow up on?

    How Samaya helps

    A discussion recap and research follow-ups for the coverage team.

  4. Update model and deck

    What has changed across the peer group, and which sourced figures do we need for the model and deck?

    How Samaya helps

    A peer update with sourced inputs for the analyst’s model and deck.

Example research journeys. Source access and output depend on your agreed workflow. Your team reviews the research and makes the decisions.

Make it work for your role.

See the questions you can tackle.

Can I reconcile this company profile and comps input?

What you get

A cited company profile and financial-input table with units, periods, and missing data called out.

Make it yours

Set peer candidates, accounting conventions, requested metrics, and the team’s research format.

What you review

Reconcile financials and valuation calculations before anything goes into client materials.

Workflows for investment banking

View workflows for investment banking
  • Understand the business, financials, competitors, and investment debates.

  • Builds a public peers coverage update summarizing latest earnings releases, operating and valuation statistics, recent M&A activity, and CMD and strategy highlights.

  • Surface developments that could impact deal strategy, valuation, timing, or execution.

  • Synthesize everything relevant before a client meeting: market intelligence, strategic considerations, talking points, and potential opportunities.

What’s next on your desk?

Bring a question, a company, or a report you need to prepare. We’ll walk through it together.