AI-Powered Deal Execution for Investment Banks.
Institutional quality. Your brand. A fraction of the cost. Built by IB professionals — designed to scale your deal flow.
25x faster
Same deliverables. Days instead of weeks.
From $7K / mo
Flat monthly retainer. Less than one analyst.
<48h first deliverable
First model or buyer list in under two days.
100% white-labeled
Your brand on every client deliverable.
The lower middle market is structurally underserved
Deal volume is growing, but execution capacity isn't. The firms that solve this will capture outsized deal flow.
3–6 DEALS PER YEAR
Typical capacity for a 1–5 person firm. 80% of lower middle market businesses sell without an advisor — execution capacity, not demand, is the bottleneck.
85% ANALYST TURNOVER
Average rotation within two years. Every cycle resets institutional knowledge, templates, and momentum. Recruiting never stops.
400+ HOURS PER DEAL
Financial model, CIM, buyer research, outreach. 10–13 weeks of manual analyst work before the first conversation with a buyer.
Capacity — not demand — caps how much a firm can grow. The lower middle market doesn't lack deals; it lacks the hours to execute them.
Why Porto
Not a traditional bank using AI. AI infrastructure that executes deals — reviewed by senior IB professionals.
Speed
AI infrastructure that generates models, CIMs, and buyer lists in days — not weeks. Your team originates and closes; we scale execution to your deal flow.
Quality
A long-term execution partner that learns your processes, your preferences, your standards. White-label by design — your brand on every deliverable, zero conflicts.
Cost
Institutional-quality work at a fraction of analyst cost. No recruiting, no turnover, no overhead. Variable cost structure that scales with your deal flow.
From months to hours
Same deliverables. Institutional quality. 25× faster.
Without Porto
With Porto
Time-to-first-draft for a typical mid-market M&A sell-side deal. Senior IB review, iteration with the deal team, and final polish are layered on top before delivery to the end client.
Institutional-quality deliverables. Ready in days.
Everything your deal team produces — at bulge-bracket quality, in a fraction of the time.
3-Statement Financial Model
EBITDA bridge, projections, sensitivity analysis.
Confidential Information Memorandum
50–70 page CIM with charts, financials, and narrative.
Buyer List + Investment Thesis
100–200 targets with thesis, contacts, and tier ranking.
Teaser + Personalized Outreach
Professional teaser and individualized buyer emails.
All deliverables white-labeled under your firm's brand. NDA-protected. Your data never used for training.
Less than your next hire. Higher ROIC than your team.
Simple monthly retainer. Stack mandates as your pipeline grows.
$7,000/mo base + $3,000/mo per additional concurrent mandate.
Month-to-month. No success fees. Scale slots up or down with 30 days’ notice.
Side by side — quarterly ROIC.
One analyst at full capacity vs Porto running 4 mandates in parallel.
2.3× the ROIC of a fully loaded analyst — for less than the all-in cost of one.
That’s the main benefit of Porto’s enhanced execution.
Assumes $220K/year analyst all-in compensation (base + bonus + benefits) and $100K average fees collected per closed deal. Porto figures based on the 4-mandate tier ($16K/mo × 3 months = $48K/quarter). Compensation benchmarks: Heidrick & Struggles 2025 IB Compensation Report, Wall Street Oasis.
You originate. Porto executes. You advise the client.
We are your back-office with superpowers. You remain the face of every deal.
Your firm
Your firm
1You Originate
Client relationship, mandate origination. Your network, your reputation.
Porto
Porto
2Porto Executes
Model, CIM, buyer list, outreach. Days, not weeks. White-labeled.
Together
Together
3You Advise
Together through close. Flexible fee arrangements. Your client, your deal.
Recent execution
Anonymized examples of deals Porto has supported.
Manufacturing sell-side
$45M EV
Full 3-statement model with EBITDA normalization, 60-page CIM, and 120-target buyer list delivered in 5 days. Sponsor letter of intent within 6 weeks.
NDA-protected engagements
Your data never used for AI training
White-label by design
Built by senior IB professionals
About Porto
Built by investment bankers. Designed for investment banks.
Porto is built by investment bankers with deal experience at leading institutions. Our execution team operates as a long-term back office for US lower-middle and middle market banks — learning your standards, your templates, and your sector preferences over time.
White-label by design. Zero conflicts. Senior review on every deliverable.
Frequently asked questions
Book an intro call
30 minutes. We'll walk through your deal flow, your standards, and how Porto can plug in. NDA available on request.