The AI relationship layer for finance & consulting
Every firm struggles with who-knows-who
Louisa cleans your CRM data and maps your relationships to real deal signals.
Built for firms whose moat 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 layers.
People. Relationships. Deals.
Start anywhere, build as you need.
01
People Data
You need clean data to build anything.
Typical institutional CRMs have about 30% stale records and 20% duplicate entries. We clean and return it enriched with around 90% resolution rate.
02
Relationship Maps
Who at the firm already knows them?
We build a unified graph from calendar, email, LinkedIn and the CRM, then score every relationship so the whole firm can use its relationships, not just the deal teams.
03
Deal Signals
Close deals you never knew you could.
The Louisa agent learns how your desk makes money, watches the market and news for live signals, and ties each opportunity to the colleague with the warm path in. Any desk with a revenue target.
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 ConnectsBuilt on your firm's network
Right Opportunity + Right Relationship = Real Pipeline
Louisa surfaces the cross-sell and origination opportunities your team should be on this week — each tied to the colleague who can open the door warm.
Signal detected
A new $10B semiconductor plant announced in Taipei
Warm path
An operations person in Hong Kong has an alumni relationship with the target company CFO.
Opportunity
A cross-divisional pitch combining project finance and capital markets — submitted before any competitor has seen the signal.
Year 1 Arrangement Fees
$30M
The problem in your firm right now
Every week, a deal closes that your firm had every reason to win
"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."
01 — The unknown expertise
Two desks away. Nobody knew to ask.
02 — The hidden relationship
It's impossible to track who-knows-who and asking around does not scale.
03 — The late signal
The signal was there. The warm path was there. Nobody connected the dots in time.
04 — The siloed teams
M&A knew. Leveraged Finance had the relationship. The distressed team pitched alone.
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
Secure. Private. Compliant.
Enterprise-grade security from day one.
