Agentic workflows
Set the task. Let Inven run it.
Automate the research tasks your team runs every week. One-pagers, market maps, target lists — produced in your firm's format, every time.
The AI partner chosen by 2 out of 3 MBBs
Inven Skills
Your firm's playbook, our data — built into Claude
Pre-built for the work you do every week
Start with Skills covering one-pagers, strip profiles, market maps, competitor benchmarking, and IC memos. The workflows your team runs on every mandate, ready to use.
Benchmark a target against peers on revenue per employee, growth, and headcount efficiency — formatted to drop into the IC memo.
Build a longlist of add-on candidates for a portfolio company, or qualified buyers for a sell-side mandate — ranked, enriched, and ready for outreach.
Map the competitive set around a target. Positioning, headcount trends, ownership, and recent signals — structured for the deck.
Your firm's format, every time
Adapt Skills to your templates and analytical conventions. Or work with our team to build custom Skills for workflows specific to your firm.
Outputs land in PowerPoint and Excel the way your team builds them — slide layouts, comps tables, model tabs, all aligned to firm templates.
Skills don't just pull data — they apply the methodology. Guided by how M&A teams actually run the analysis, the output holds up to senior review.
Have a workflow specific to your firm? Work with our team to build a custom Skill — your conventions, your structure, your output.
Repeatable across the team
No more prompting from scratch. Claude already knows how to run each workflow — right output, every analyst, every time. The team focuses on the work that needs their expertise.
Claude knows what to do. The team focuses on judgment, not on writing instructions from scratch.
First-week analyst or fifteenth-deal partner — the Skill produces the same structure, the same format, the same depth.
New hires produce firm-standard output from day one. No ramp-up on templates, no drift across the team.
How it works
From task to output, in plain language
“Make a one-pager on Spotify in our firm's format.” Claude picks the right Inven Skill automatically.
The Inven Skill pulls data from Inven, applies your firm's structure, and produces the deliverable.
Strip profile, one-pager, market map — formatted to your template, ready for senior review.
“The real benefit comes from connecting Inven MCP with what we already know about the client. Inven brings the structured market data, and our knowledge graph gives that data meaning. Together, they help us produce work that is specific, traceable, and defensible.”
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Get in touch
Run your firm's workflows, at scale
See how Skills turns recurring research tasks into repeatable, firm-ready output.