Software solutions play a crucial role in optimizing the operations of investment banks, ensuring efficient financial processes, risk management, and a competitive advantage. Investment banks heavily rely on advanced softwares to find acquisition targets, streamline workflows, foster collaboration, generate deal flow and make data-driven decisions. In this article, we present the top software solutions used by investment banks to enhance their operations and drive success in the dynamic financial industry. 

What are investment banking software?

Investment banking software refers to a category of software applications and systems designed to support the activities and operations (such as M&As, IPOs, and asset management) carried out by investment banks and financial institutions. Key features may include deal and portfolio management, data analytics, financial modeling and valuation, risk assessment, and CRM functions.

Data providers and search tools

Investment banking thrives on efficient access to accurate and up-to-date information. This necessitates the use of sophisticated software solutions and tools. Data providers and search tools play a crucial role in sourcing and analyzing financial data, enabling investment professionals to make informed decisions. This chapter provides an overview of the software solutions used in investment banking, focusing on data providers and search tools.

Capital IQ

Capital IQ is a research and analysis platform used by investment banks to access financial data and market intelligence. It provides company profiles, financial statements, industry analysis, market data, and news to assist investment professionals in tasks such as due diligence, valuation, and investment research.


Orbis is a comprehensive database that provides detailed information on public and private companies worldwide. Investment banks rely on Orbis to gather company financials, ownership structures, corporate relationships, and industry comparisons for evaluating potential investment opportunities and conducting market research.


Inven is a solution used in investment banking for deal sourcing, finding acquisition targets, and connecting with potential acquirers. Its intelligent search software, powered by advanced AI, combines millions of data points to efficiently locate companies operating in specific niches and conduct targeted searches based on specific criteria such as company size, industry, ownership, business model, or location. Inven facilitates business development, deal origination, and networking by providing a user-friendly interface for international company search and access to verified contact data, financial information, and AI capabilities, reducing the need for manual research.


Tracxn is a software used by investment banks to track trends, identify investment opportunities, and gather insights on startups and private companies. It provides detailed profiles, funding data, and industry analysis to aid in due diligence and market research. Tracxn enhances deal sourcing, decision-making, and understanding of emerging sectors in the startup ecosystem.


Grata is a search engine that enables investment banks to identify and connect with private companies. It offers targeted search capabilities, and investment banks can rely on Grata to support their daily tasks, streamline processes, and achieve better operational efficiency.


Crunchbase is a database platform that focuses on providing information about startups, private companies, and investors. Investment banks use Crunchbase to gather data on emerging companies, track funding rounds, identify key investors, and monitor industry trends in the startup ecosystem.


FactSet is a financial data and analytics platform used in the investment industry. Investment banks utilize FactSet to access real-time and historical financial data, news, market research, and analytics for investment analysis, portfolio management, risk assessment, and trading.


Preqin is a data provider specializing in alternative assets, including private equity, venture capital, real estate, and hedge funds. Investment banks rely on Preqin for industry research, performance benchmarking, investor tracking, and market intelligence in the alternative investment space.


Eikon is a financial information and trading platform that offers real-time market data, news, economic indicators, and analysis tools for investment banks to monitor financial markets, conduct research, and make informed investment decisions.


Mergermarket is a database and intelligence platform focused on mergers and acquisitions activities. Investment banks use Mergermarket to track M&A transactions, identify potential buyers or sellers, assess deal flow, and gain insights into the M&A market landscape.

Bloomberg Terminal

The Bloomberg Terminal is a comprehensive financial information and trading platform widely used by investment professionals. It provides real-time market data, news, research, analytics, and trading tools across various asset classes, helping investment banks with market monitoring, trading, research, and communication.


AlphaSense is an AI-powered search and analytics platform tailored for financial professionals. It enables investment banks to search through vast amounts of financial documents, research reports, transcripts, and news articles, facilitating information discovery, investment analysis, and market intelligence gathering.

Analysis tools

Analysis tools are essential for investment banks, enabling thorough financial modeling, risk assessment, and market trend analysis. These tools empower bankers to make data-driven recommendations, optimize investment strategies, and generate valuable insights from complex data sets. By leveraging analysis tools, investment banks enhance decision-making processes and improve overall analytical capabilities.


Investment banks utilize Tableau as a data visualization and business intelligence tool to enhance data-driven decision-making. Tableau's capabilities support various functions within investment banks, including performance monitoring, risk management, generating client reports, conducting investment analysis, data exploration, and collaboration with colleagues and clients.

Tracking tools

Investment banks can leverage tracking tools such as customer relationship management (CRM) and deal management software to streamline their operations. CRM software enables banks to efficiently track client interactions, manage relationships, and monitor sales pipelines. Deal management software helps manage the end-to-end deal process, including tracking deal progress, documentation, and collaboration among team members. By utilizing these tracking tools, investment banks can enhance their efficiency, improve client relationships, and effectively manage deals from initiation to closure.

CRM- software solutions


Salesforce is a widely used CRM platform across various industries, including investment banking. Investment banks utilize Salesforce to centralize client data, track interactions, manage leads, and monitor sales activities. Salesforce offers customization options, workflow automation, analytics, and integration capabilities, enabling investment banks to enhance their sales processes and client relationship management.


HubSpot is a CRM platform that provides tools for marketing, sales, and customer service. Investment banks use HubSpot to manage leads, track client interactions, automate sales processes, and gain insights into customer behavior. HubSpot offers features such as lead scoring, email marketing, task management, and reporting, allowing investment banks to streamline their sales and marketing efforts.


Affinity is a CRM platform designed specifically for investment professionals. It helps investment banks in managing and tracking client interactions, monitoring deal pipelines, and organizing important client-related information. Affinity offers features such as email integration, deal management, contact management, and analytics to streamline client relationship management within investment banks.


Pipedrive is a CRM software designed to help businesses manage their sales pipelines. Investment banks can utilize Pipedrive to track and prioritize deals, manage contacts, schedule meetings, and forecast revenue. Pipedrive's intuitive interface, customizable pipelines, activity reminders, and reporting capabilities can enhance sales effectiveness and pipeline management within investment banks.


Zoho CRM is a comprehensive CRM platform that offers features for contact management, lead generation, sales automation, and customer support. Investment banks can leverage Zoho CRM to organize client information, track interactions, automate sales processes, and manage customer support inquiries. Zoho CRM also provides integration options with other Zoho products, enabling investment banks to have a unified system for managing various aspects of their business.

Deal management software solutions


DealCloud, is specifically designed for financial institutions, including investment banks, to streamline and optimize the deal process. It serves as a centralized platform, allowing investment banks to efficiently manage deal pipelines, track progress, and organize crucial deal-related information. DealCloud offers a range of features, including deal tracking, document management, workflow automation, relationship management, and reporting. Investment banks leverage DealCloud to enhance deal sourcing, foster collaboration among deal teams, facilitate due diligence procedures, and manage the overall lifecycle of deals. By utilizing deal management software like DealCloud, investment banks significantly improve efficiency, transparency, and collaboration in their deal processes, enabling them to effectively track deal activity, maintain essential documents and data, monitor progress, and generate insightful reports for informed decision-making.

Basic software

Investment banks can utilize basic software tools to support their day-to-day operations. Presentation softwares, word processors, and spreadsheets are important softwares used by investment banks and these tools enable bankers to create professional presentations, prepare and edit documents, and perform financial analysis. They play a vital role in facilitating effective communication, data organization, and document preparation, supporting various aspects of investment banking operations.


Investment banks heavily rely on Excel for financial modeling, data analysis, and calculations. Excel is used for creating complex financial models, performing valuation analyses, building financial projections, and conducting data analysis. It allows investment bankers to manipulate and analyze large datasets, perform statistical analyses, create charts and graphs, and generate reports.


Microsoft Word is a widely used software in investment banks for creating and formatting documents such as pitch books, investment memorandums, term sheets, and legal agreements. Word is essential for drafting reports, preparing client presentations, and maintaining standardized documentation. It enables investment bankers to create professional-looking documents with text, tables, images, and formatting.


PowerPoint is used in investment banks for creating presentations and pitch decks. Investment bankers utilize PowerPoint to present investment opportunities, pitch ideas to clients, and communicate financial analysis effectively. PowerPoint offers features for creating visually appealing slides, integrating charts and graphs, and delivering engaging presentations.


ThinkCell is a specialized software add-in for PowerPoint that enhances the creation of charts, graphs, and visualizations. Investment banks use ThinkCell to create complex financial charts, waterfall charts, Gantt charts, and other data-driven visuals. ThinkCell's features, such as automated data linking, consistent formatting, and customization options, help investment bankers save time and create professional-quality visuals in PowerPoint.


Investment banks utilize various software solutions to streamline their operations and achieve success in the financial industry. These solutions encompass data providers, analysis tools, tracking tools such as CRM and deal management software, as well as basic software tools. Each investment bank adopts multiple software solutions simultaneously and by leveraging a combination of these solutions, investment banks enhance their efficiency, improve risk management, facilitate decision-making, and promote collaboration.