Northwind Capital
BuiltAn AI-native relationship platform for investment bankers
A tailor-made, AI-native CRM that cut Northwind Capital's deal cycles by 38%.
We replaced three inherited CRMs with a relationship platform built around how coverage bankers actually work, with AI agents handling research, compliance checks and follow-ups.
$420k
$180k
$910k
$260k
$1.2M
38%
Shorter deal cycles
11 hrs
Saved per banker, per week
100%
Pre-deal compliance checks automated
Why off-the-shelf wasn't going to work
- 01
Coverage bankers were juggling three CRMs inherited through acquisitions, with no shared view of client relationships.
- 02
Pre-deal compliance checks were manual, took up to four days and delayed mandates.
- 03
Off-the-shelf CRMs couldn't model the bank's relationship hierarchies or its compliance workflow.
An AI-native relationship platform for investment bankers
One relationship graph
A custom data model unifying 1.2M contacts across all three legacy systems, with hierarchies bankers recognise.
Deal-desk agents
Agents assemble pitch research, run KYC and conflicts checks, and draft follow-ups for banker approval.
Governed by design
Every agent action is logged, explainable and reviewable by compliance in real time.
What changed in production
Deal cycles shortened from 94 to 58 days on average.
Compliance pre-checks now complete in under 20 minutes.
Banker adoption rose from 41% on the old CRMs to 93% within a quarter.
“Zovra Labs built the system we'd been trying to buy for a decade. It works the way our bankers work, and gives every one of them a team of analysts who never sleep.”
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Let's build your edge.
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