How it works
One Intelligence Graph across the M&A lifecycle — screen before the room, monitor after the close.
TALKBook a demo
See your own target screened against the Intelligence Graph — every finding cited.
Find the deal. Clean the story. Win the mandate.
Your job has two hard edges: originate and pre-qualify mandates worth pitching, and on the sell-side, anticipate every red flag the buyer’s diligence will eventually find. Rubicon screens targets to originate — and pre-screens your own client so you surface and get ahead of the issues before the buyer does.
A market moving this fast rewards the banker who knows first
US M&A ran to roughly $1.2 trillion in the first five months of 2026 — about double the year before. Activity that intense is good for fees and brutal on preparation time. Whether you’re originating ideas for a sponsor or running a sell-side process for a founder, the edge goes to whoever walks in already knowing the things everyone else will take weeks to discover.
Origination: pre-qualify before you pitch
Pitching a sponsor a target that dies in their diligence costs you credibility you don’t get back. Your buy-side clients are screening against a roughly eighty-to-one funnel; if you bring them an idea, it had better survive a hard look. Rubicon Deal Screen lets you run the Intelligence Graph over a prospective target before you ever put it in a deck — litigation, sanctions, ownership, regulatory and financial-health signals, each cited to its source. You pitch ideas you’ve already pressure-tested, and you sound like the banker who did the work.
On the sell-side, the only red flag that hurts you is the one the buyer finds before you do.
Sell-side: get ahead of the buyer’s diligence
When you run a sale, the buyer’s advisors will eventually pull every external thread on your client — the old lawsuit, the sanctioned counterparty two layers down the org chart, the IP dispute, the lapsed license. If that surfaces in their diligence, it becomes a re-trade, a delay, or a dead deal. If it surfaces in yours first, it becomes a managed disclosure with a prepared answer.
Rubicon pre-screens your own client the way a buyer will — same Intelligence Graph, same external record — so you find what they’ll find, before the data room opens. You go into the process knowing exactly where the story needs cleaning, and you control the narrative instead of reacting to it.
Win more mandates, run cleaner and faster processes. Origination ideas that hold up earn you the next call. A sell-side process with no buyer-side surprises closes nearer to the headline price and on schedule. Either way, you’re the advisor who already knew — and that’s the one who gets hired again.
One graph, both sides of the table
The same Intelligence Graph powers both halves of your job. When you originate, it tells you whether a target survives the buyer’s funnel. When you sell, it tells you what the buyer’s advisors will find before they find it. You’re not buying two tools or learning two workflows — you’re running the buyer’s own lens on every name you touch, whichever side you’re on.
Cited, because your credibility is the product
A banker’s reputation is built on being right and being able to show it. Every Rubicon finding links to the filing or docket behind it, so when you tell a sponsor an idea is clean or warn a client about an exposure, you’re handing over evidence, not an opinion. That sourced trail is what turns a good pitch into a mandate — and a clean process into the next engagement.
Pre-screen your next pitch — or your next client.
Book a 30-minute demo. Bring an origination target or a sell-side client and we’ll run it through the Intelligence Graph with you, so you see exactly what the buyer’s diligence will — first.
Buy-side deal intelligence across the M&A lifecycle. See the risk the room won’t show — screen before, monitor after.