Moneyball.ai

Investor matching and engagement for private-capital deals

Moneyball.ai maps investor criteria and prior engagement to company and transaction information, then helps bankers identify likely capital sources and coordinate outreach. Its software supports investor sourcing and matching, NDA handling, scheduling, follow-up and check-closing, with integrations to email, CRM and call-recording tools.

Boutique investment banks and SPV sponsors use the platform to run a larger investor-engagement funnel without increasing manual deal-desk work. It is marketed as an AI investment-banking partner, while the company's earlier announcement described a pre-seed-stage product emerging from stealth and focused on deploying with boutique financial institutions.