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Investment bankingDeal origination for investment bankers
In-market data, an AI business development agent, or the whole platform. Tell us what you need, and this page shows you how it works.
1Your focus
2Which would help you most?
Pick one to see how it works for you. You can change it any time.
See how it works for youHow In-Market Data helps investment banking
Sam reads millions of signals a month from hundreds of sources, weighs them for capital raises, and ranks the companies most likely to raise capital, with the decision-makers and a warm way in.
Sam reads millions of signals a month from hundreds of sources, weighs them for m&a advisory, and ranks the companies most likely to pursue an acquisition, merger, or exit, with the decision-makers and a warm way in.
Sam reads millions of signals a month from hundreds of sources, weighs them for debt and refinancing, and ranks the companies most likely to refinance or need new debt, with the decision-makers and a warm way in.
Growth company · about 500 people · San Diego, CA
Most likely in-market for a capital raise
Who decides CFO · CEO · Board chair
Late-stage company · about 1,400 people · Boston, MA
Most likely in-market for a public offering or major raise
Who decides CFO · General Counsel · CEO
Clean energy developer · about 200 people · Denver, CO
Most likely in-market for project and growth capital
Who decides CFO · CEO
Specialty chemicals company · about 900 people · Houston, TX
Most likely in-market for an acquisition strategy
Who decides CEO · CFO · Head of Corporate Development
Founder-owned logistics company · about 700 people · Memphis, TN
Most likely in-market for exit advice
Who decides Founder · CEO · CFO
Division of a public company · Hartford, CT
Most likely in-market for a carve-out
Who decides Division President · Parent CFO
Industrial company · about 800 people · Houston, TX
Most likely in-market for refinancing or an acquisition facility
Who decides CFO · Treasurer
Healthcare services company · about 1,100 people · Denver, CO
Most likely in-market for a refinancing
Who decides CFO · Treasurer
Real estate operating company · Miami, FL
Most likely in-market for new debt for a portfolio
Who decides CFO · Head of Capital Markets
Illustrative examples. Real ones in your market are shown on the call.
Your data, your choice
In-Market Data plugs into the system you already use, or into Sam.ai. The option is yours, and you can change it any time.
Option 1
Keep your CRM, dialer, and workflow. Companies, decision-makers, and the warm way in arrive where your team already works.
Option 2
Let Sam act on it, with your approval on every send.
Agent SamReaches out to each company for youSam OSRuns outreach, deals, and marketing on one recordUse one, the other, or both.
How Agent Sam works for investment banking
Agent Sam learns your Playbook, finds the right decision-makers, writes each message for your approval, and runs email and LinkedIn outreach. About 71% of your prospecting, handled.
SubjectYour next raise
Hi Rachel,
Congrats on the growth this year. Companies on your trajectory often start preparing for the next raise twelve to eighteen months ahead.
We advised two peers in your sector on their last rounds. Happy to share what investors focused on.
SubjectConsolidation in specialty chemicals
Hi Mark,
Saw your post on consolidating the sector, and the new corporate development hire.
We track every specialty chemicals company in your size range. Would a short call to walk through targets be useful?
SubjectAhead of your 2027 maturity
Hi Karen,
With two acquisitions closed this year, your capital structure likely looks different than when the term loan was set.
We put together a short view of current refinancing terms for companies like yours. Happy to share it.
Illustration. Names and companies are examples.
How Sam OS improves your workflow
Sam OS is the AI CRM with Agent Sam built in. Every company, conversation, mandate, and campaign lives on one record.
Coverage2
Growth co, CAEnergy developer, COPitch1
Late-stage, MAMandate1
Fintech, NYClosed1
SaaS, TXCoverage2
Chemicals, TXLogistics, TNPitch1
Carve-out, CTMandate1
Distributor, ILClosed1
Services, GACoverage2
Industrial, TXHealthcare, COIndicative terms1
Real estate, FLMandate1
Manufacturer, OHClosed1
Retailer, NJIllustration. Deals and numbers are examples.
Start with one. Add the others when you are ready.
Built for investment banking
Exclusive data sets, weighed for your segment and your services. Here is some of what Sam reads.
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A short discovery call. We show you which companies in your coverage are most likely to need a banker next.
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Start your free trialFAQ
If you have a CRM and tools you like and need better timing, start with In-Market Data. If you know your market but do not have time to prospect, start with Agent Sam. If your contacts, outreach, and deals are spread across tools, start with Sam OS.
A company most likely to need a banker in the months ahead: a raise, an acquisition, an exit, or a refinancing. Sam weighs many signals for your coverage and products, and ranks who is most likely in-market.
Yes. Sam is tuned to your products. Capital markets teams see companies most likely to raise, advisory teams see companies most likely to pursue an acquisition or exit, and debt teams see companies most likely to refinance.
Yes. In-Market Data integrates with the system of your choice, such as Salesforce, HubSpot, Microsoft Dynamics, Pipedrive, Zoho, your dialer, or a spreadsheet. Or send it to Agent Sam or Sam OS and let Sam reach out for you. The option is yours, and you can use both.
Yes. In-Market Data can feed your CRM or dialer. Agent Sam works alongside Salesforce, HubSpot, and others. On Sam OS, we help you import your contacts and history.
Per market, because every market is different. Each market has a limited number of seats, and some are already spoken for. A short discovery call settles it, and you see your market before you decide.
No. Agent Sam drafts every message and waits for you. Approve one at a time or in batches.
Yes. Many teams start with one and add the others later. Moving from Agent Sam to Sam OS keeps your Playbooks, contacts, and campaigns.
How Sam finds who’s most likely in-market
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How Agent Sam works
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See which companies are most likely to need a banker. Limited seats.
Start training your agent, free. 7 days, no card required.
Try Sam OS free for 7 days. No card required.
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