KosmosKosmos turns scattered bank context into a living deal map, routing the meetings, buyer activity, deliverables, and market signals that matter to the analyst.
Built by analysts from
The reality of live deal work
The client meeting from five years ago, today's market move, and the MD's latest buyer comment all live in different places. Kosmos brings them back to the deal.
A living map of the mandate: process, buyers, deliverables, meetings, market signals, and the context behind each next step.
Kosmos pulls the model, comp set, buyer activity, meeting context, and market signals into the mandate you're actually working on.
Verbal asks, email comments, Teams notes, and data room updates become a sourced queue ranked by what matters next.
The Deal Room maps the process around buyer activity, meeting prep, sourced answers, and the way each team wants the mandate run.
Stage tracker, buyer activity, key dates.
Prep briefs with past client context attached.
Ask the deal brain, with sources.
Deal type, team, comp set, and process preferences.
Outlook, Teams, SharePoint, data rooms, market data, and old meeting notes. Kosmos reads what's already scattered across the bank.
Kosmos retains what matters, understands the deal impact, and routes the next action to the analyst in one place.
Sell-side and buy-side M&A. Project financing. IPOs. Restructuring. The Deal Room reshapes its stages, trackers, metrics, and briefing context around the mandate. The same product runs the analyst on a renewables sell-side and the associate on a healthcare IPO.
Security
Every deployment is scoped with security, compliance, and IT in mind. Source connections are read-only and permissioned. Audit logs track every access.
Source connections respect existing entitlements.
Every read, edit, and export is logged.
Information from one deal doesn't reach another.
Deployed in your environment or ours. Configured to your bank's standards. SOC 2 in progress.
FAQ
Have a specific process in mind? The demo is the fastest way to see where Kosmos fits.
Generic chat can help with work once you hand it context. Kosmos structures the scattered context first: live mandates, past meetings, emails, market data, documents, buyer activity, and process history tied to the deal you're asking about.
Outlook, Microsoft Teams, Slack, SharePoint, data rooms, Bloomberg Terminal, Capital IQ, and direct file uploads. New connectors are added based on customer need.
Sell-side and buy-side M&A, greenfield and operating-asset project financing, IPOs, debt financings, and restructuring. The Deal Room adapts its stages, trackers, and metrics to the deal type set during onboarding.
Yes. Permissioned source connections, deal-level data isolation, full audit logs, and watermarking on exports are built in. Deployment options include private cloud and on-premise.