deal intelligence for financial institutions
Deals are won through who-knows-who
Louisa finds the right opportunities hidden in your firm’s network, and the warmest path in to win them.
Built for firms whose edge is who they know
Built At Goldman, spun out in 2023
Funded By Oxford University
Accelerated By Barclays RISE
Funded by Oxford University
2024 Barclays Rise Growth Academy
GS Accelerate’s inaugural 2018 cohort
One platform. Three deal killers.
People. Relationships. Deals.
Each problem is bleeding revenue from your desk.
01
Stale People Data
Your CRM shows people as they were logged, not where they are today.
Typical institutional CRMs have about 30% stale records and 20% duplicate entries. Louisa cleans and returns it enriched with around 90% resolution rate.
02
Hidden Relationships
You can't see your firm’s best relationships, so you can’t use them.
Louisa builds a unified graph from calendar, email, LinkedIn and the CRM, then scores every relationship of the whole firm, not just the deal team.
03
Missed Deals
Your target went up. Your pipeline didn’t. Your boss is asking why.
Louisa learns how your desk makes money, spots the deal signals no one else is connecting, and the warm path in. Built on 17 years of proven Goldman Sachs strategies, running on your remit.
Systematising serendipity with data.
Louisa for communities
The same graph, for a network you do not employ. Alumni, investor and member networks, mapped automatically.
Explore Louisa ConnectsThe pressure on every desk
Your stack can't point to your
next mandate.
Your next mandates exist in your firm's network. Your CRM holds an ex colleague's information, around 30% of it's out of date. Your firm's inboxes hold real relationships, but they're siloed. And no tool tells your desk which deal to go after, or how to win it.
"The most frustrating version of a missed deal isn't when you have no path in. It's when you had one all along and didn't know it."
Building pipeline
Illustrative
- 1
Learns your remit. Your clients, your ticket sizes, the deals your desk usually focus on.
- 2
Finds the deal others miss. A facility maturing, an agreement expiring, a new fund. Louisa turns intel into a move for your desk.
- 3
Finds the warmest way in. A direct relationship where there is one, and a second or third-degree route where there isn't.
Where it shows up
Coverage & M&A
You need to be in the room before the mandate. You can't see who at your firm already is.
Private equity
You need proprietary deal flow. You can't see which founders your firm already knows.
Capital markets
You need to know when an issuer will come to market. No one can track every maturity across your book.
Wealth management
You need to reach clients before a liquidity event. You hear about it once it's public.
Built by a dealmaker
17 years at Goldman Sachs.
Now working for your desk.
In 2018, one conversation in London led to a $6B deal. Goldman asked Rohan Doctor to make that repeatable. Louisa is the result.
Connect with Rohan →"What if you could systematise serendipity with data?"
Experience
17
years at Goldman Sachs
Origin
$6B
deal that started Louisa
Coverage
150
banks covered
Desks
2,000
desks, each with its own P&L
A consultative partnership
Built around your stack
Implementation dictates success.
Every firm has its own legacy systems, AI roadmap, and data infrastructure. We map how your firm captures and manages relationships, then deploy a solution tailored to how your people actually works.
- Dedicated implementation team
- Custom data mapping & CRM architecture
- Automated capture, cleaning, enrichment
- Ongoing refinement, not a one-time setup
- Trust report, SOC 2 Type II, NDA-backed governance pack — ready for your AI committee in week one
- Read-only integrations. Metadata only. Your data stays yours, end to end.
Plugs into your existing stack
The playbook
Buy into the strategies that already win deals.
01
Learn your desk
Your remit, clients and ticket sizes.
02
Map your network
Every relationship in the firm, scored.
03
Apply the playbook
Strategies proven over twenty years.
04
Win the mandate
The deal, and the warmest way in.
We start small and build with you.
Secure. Private. Compliant.
Enterprise-grade security from day one.
