Solutions Investment Banks

Originate deals, diligence faster and reach target promoters before your competitors do

Investment banks use PrivateCircle to systematically source off-market M&A and capital markets mandates, complete primary research on private targets faster and reach target management through verified contacts and warm introduction paths.

Trusted by leading investment banks across India

The Challenge

Where most investment banks are working blind

The most valuable mandates are never formally shopped

The best M&A and fundraising mandates come from companies that haven't yet decided to run a formal process — found through proactive origination, not reactive response to RFPs. Without a systematic private company intelligence layer, origination depends entirely on relationship serendipity.

Primary research on private company targets takes too long

Pulling financial data, ownership structures, charge records and director history on a private Indian company manually from MCA portals takes days of analyst time. At deal speed, that's time your team doesn't have — and time a competitor may use to get there first.

Reaching target promoters before a competitive process starts is relationship-dependent

The first bank to get in front of a promoter before a formal process has a structural advantage in winning the mandate. Without a systematic way to identify warm introduction paths to target management, you're dependent on which relationships happened to develop naturally.

Company Intelligence

Verified Financial Intelligence for Every Private Target

Access five years of verified financial data — revenue, EBITDA, net worth, debt, growth trajectory — for any private company, directly from MCA annual return filings. Complete initial financial analysis on any target before your first client meeting.

Group Structure

Group Structure & Ownership Mapping

Map the complete ownership structure and related-entity network behind any private target — identifying promoter stake, holding entities, related-party obligations and group-level leverage from primary MCA filings. Give clients group-level intelligence before they ask for it.

Transaction Intelligence

Comparable Transaction & Valuation Intelligence

Access verified deal history — funding rounds, M&A transactions, valuations and investor terms — for comparable companies in any sector. Build deal valuation benchmarks grounded in verified private market transaction data, not public company proxies.

Director Intelligence

Promoter & Management Intelligence

Track founders, promoters and key directors at any target company — their background, other directorships, governance history and succession signals. Walk into any management meeting knowing more about the person across the table than they expect.

Try sourcing a mandate right now

Run a live screener query across 500K+ verified Indian companies

We found 2,341 companies that match your filter.

Manufacturing · Revenue ₹50–500 Cr · Promoter >60% · No PE Investor

Screener results
AskPC

Instant Private Company Intelligence for Every Deal Team and Client Meeting

AskPC gives your analysts and deal teams instant, structured intelligence on any private company — financial summaries, ownership analysis, comparable transactions and risk flags — grounded in verified PrivateCircle data. Cut primary research from days to hours and walk into every client meeting as the most prepared team in the room.

AskPC — deal intelligence
Networks

Map Warm Introduction Paths to Target Promoters Before the Competitive Process Starts

Networks reveals the shortest connection path between your bank and any target company's management team — through shared board tenures, alumni networks, portfolio connections and mutual advisors. Get in front of the right promoter before your competitors know the mandate is available.

Networks — warm intro paths
Connect

Reach Any Promoter or Director Directly with Verified Contact Intelligence

When your network doesn't reach a specific target's management, Connect gives you verified professional contact data for any director, promoter or executive at any Indian private company — so your first approach is direct, credible and addressed to the decision maker.

Connect — contact intelligence

Your complete investment banking intelligence stack

Research is the verified data foundation — every other product builds on it.

Research
AskPC
Networks
Connect

Originate more mandates. Win them with better intelligence.

Join India's leading investment banks on PrivateCircle. Systematic deal origination, primary research and management access — with verified private company intelligence at every stage of the deal lifecycle.