The Banker's AI Stack, Revealed

Ryan Lawler's latest Axios PRO Deals article offers valuable insights from conversations with leading investment banks and private equity firms on how AI is transforming deal workflows—but not in the way you might expect.

The key finding? AI is proving most effective as a copilot for sourcing, research, and analysis, helping teams cut through manual bottlenecks and surface insights faster. However, there's no one-size-fits-all solution. Firms are taking thoughtful, customized approaches that align with their specific workflows and investment strategies.

Ozzie Genc of Charlesbank—a Blueflame AI client—captures the right mindset perfectly: "The goal is to sharpen the logic, not hand over capital allocation to a machine."

This perspective reflects what we're seeing across the industry: AI augments human judgment and accelerates processes, but the critical thinking, relationship building, and decision-making remain firmly in the hands of investment professionals.

Read Ryan's full article to see how top firms are navigating this evolution: https://www.axios.com/pro/fintech-deals/2025/11/26/investment-bank-ai-usage-returns-private-equity

‍