Whetstone

Do the work only an investment banker can do. Hand off the rest.

Let AI handle the busywork. Only do the work that matters.

Too much of your week is consumed by work that doesn't need your judgment.

Building comps tables, summarizing due diligence findings, drafting sections of pitch books, formatting CIMs — real work, just not your work.

But you don't have to do it alone.

You are the advisor.
AI is your tireless analyst.

Tireless, detail-oriented, and fast — but it doesn't know your clients or the deal dynamics. You guide it with your expertise and market knowledge.

Assign the first pass. Comps pulls, industry research, financial statement normalization, first-draft CIM sections — the work that needs precision, not deal judgment.
Review, refine, present. Let AI produce the initial analysis. You apply sector knowledge, add strategic context, position for the buyer or seller. Your judgment closes deals.
Build deal institutional knowledge. Teach AI your firm's deal history, sector expertise, and client relationships. It becomes your deal assistant, not just another data source.

Due diligence summaries and buyer research consuming the time you need for negotiations.

CIM preparation and target list research delaying time to market.

Deal screening and financial data compilation eating strategic bandwidth.

Investor materials and financial projections taking longer than lender outreach.

Your time is the constraint. Your judgment is the value.

We teach your team the method.

We take you from curious to confident. Personal guidance applied to your practice.

Built around how you already work.

Chris Parles — Builds and teaches. Background in software, product, and operations.

Justin Feldstein — Builds and teaches. Background in software, product, and operations.

Three short steps. We reply within one business day.