CorpDev / Strategy / Ventures / Innovation / Partnerships / Investment Banking
Deal Intelligence for Banks.
Evaluate companies, partners, targets, and pitch opportunities with evidence, context, and institutional memory.
Madison / Spotlight helps banks turn fragmented market data, internal documents, relationship history, and prior evaluations into decision-ready intelligence.
Built for CorpDev, Strategy, Strategic Partnerships, Ventures, Innovation, and Investment Banking teams, Madison / Spotlight helps banks answer:
With evidence-backed recommendations, human approval, and permissioned deal memory.
Built for how banks already work
An intelligence layer that works with the systems banks already trust.
Banks do not need another disconnected AI tool. Madison / Spotlight connects external market intelligence, internal bank context, and human decision workflows into one secure evaluation layer — designed to work with leading market and financial intelligence sources.
Integrations depend on each bank's existing subscriptions, data licenses, and approved connector setup.
01 · The white space
Banks have data. They do not have decision intelligence.
CorpDev, Strategy, Ventures, Strategic Partnerships, and Investment Banking teams already use market data platforms, research tools, CRM systems, internal decks, SharePoint folders, and prior memos.
But the workflow is fragmented.
| Current State | Business Impact |
|---|---|
| External data sits in PitchBook, CapIQ, AlphaSense, CB Insights, and filings | Analysts still have to manually connect the dots |
| Internal context sits in CRM, SharePoint, email, and prior decks | Teams miss previous evaluations, relationships, and decisions |
| Memos and pitch decks are rebuilt from scratch | High-value teams spend time formatting instead of deciding |
| Prior rejections, approvals, and leadership feedback are not reusable | The next evaluation starts from zero |
| AI tools summarize documents but do not understand bank-specific decision history | Outputs are faster, but not necessarily smarter |
Madison / Spotlight solves the missing layer — the bank's own permissioned Deal Intelligence system.
02 · What Madison / Spotlight does
One brief in. Decision-ready output out.
“Evaluate this payments fintech as a potential partner for our commercial banking business.”
The next evaluation starts smarter because the bank remembers the last one.
03 · Core workflows
Five banking deal-intelligence workflows. One decision brain.
| Workflow | Who Uses It | What It Produces | Why It Matters |
|---|---|---|---|
| Strategic Company Evaluation | CorpDev, Strategy, Ventures, Innovation | Company profile, strategic fit, partner / invest / acquire / monitor recommendation | Helps teams evaluate fintechs, vendors, targets, and ecosystem partners faster |
| Investment Banking Workbench | Investment Banking, M&A, Capital Markets, Analysts | Research synthesis, market landscape, buyer universe, pitch-style deck | Reduces analyst effort in research-heavy pitch and deal-prep workflows |
| Bank-to-Bank Partnership Intelligence | Strategy, Partnerships, CEO Office, CorpDev | Bank profile, partnership thesis, synergy map, risk context | Helps banks evaluate other banks for partnership, expansion, or collaboration |
| Vendor / Fintech Evaluation | Digital Banking, CIO, COO, Innovation, Procurement | Vendor brief, risk summary, strategic relevance, next action | Supports modernization decisions across AI, payments, lending, fraud, risk, and regtech |
| Credit & Counterparty Evidence Support | Risk, Credit, Treasury, Partnerships | Ratings summary, counterparty brief, credit-readiness evidence pack | Supports adjacent risk review without replacing the bank's credit-risk function |
04 · Designed around the banking stack
Not a replacement. An intelligence layer that sits above.
Madison / Spotlight reads across the systems banks already run — and produces outputs that ship back into those same systems.
| Layer | Systems | Role |
|---|---|---|
| Market & deal data | PitchBook, S&P Capital IQ, CB Insights, Crunchbase, FactSet, Bloomberg, LSEG | Company profiles, funding history, financials, deals, investors, comps, market signals |
| Research & knowledge | AlphaSense, filings, analyst reports, news, expert calls | Market synthesis, competitor intelligence, sector landscape, diligence context |
| CRM & relationships | Salesforce, nCino, Microsoft Dynamics, HubSpot | Prior relationships, relationship owners, deal status, account notes, outreach history |
| Documents & memory | SharePoint, OneDrive, Box, Google Drive, Confluence, Notion | Prior memos, board decks, evaluation notes, IC materials, strategy documents |
| Data infrastructure | Snowflake, Databricks, BigQuery, Redshift | Internal performance data, portfolio data, vendor data, strategic datasets |
| Outputs | PowerPoint, Word, PDF, Excel, CRM records, watchlists | Board-ready decks, memos, evidence packs, pipeline updates, structured reports |
| Governance | SSO, RBAC, audit logs, data residency, model-risk controls | Permissioned access, human approval, traceability, procurement readiness |
05 · Implementation & ecosystem
Built with the partners banks already trust.
For enterprise and regulated banking deployments, implementation confidence matters as much as product capability. Madison / Spotlight is designed to be implemented with banking technology partners, system integrators, cloud providers, and ecosystem networks already serving financial institutions.
| Partner Type | Example Organizations | How They Help |
|---|---|---|
| Enterprise System Integrators | Accenture, Deloitte, KPMG, PwC, EY, Capgemini, TCS, Infosys, Cognizant, Wipro, HCLTech, NTT DATA | Enterprise deployment, banking transformation, data integration, model-risk alignment, change management |
| Regional / Mid-Market Advisors | Slalom, Cornerstone Advisors, Datos Insights, community bank technology advisors | Regional bank strategy, technology selection, implementation support, executive validation |
| Banking Innovation Networks | Alloy Labs, BankTech Ventures, ICBA ThinkTECH, Finovate, Plug and Play Fintech | Design partners, validation, bank introductions, fintech showcase opportunities |
| Core / Digital Banking Ecosystems | Fiserv AppMarket, Jack Henry VIP, Q2 Innovation Studio, Temenos Exchange, nCino Partner Ecosystem, Backbase | Distribution, embedded workflows, platform integrations, marketplace credibility |
| Cloud & Data Platforms | AWS, Microsoft Azure, Google Cloud, Snowflake, Databricks | Secure deployment, governed data access, bank-controlled infrastructure, analytics integration |
Partner availability, certification, and marketplace listings may vary by region, bank stack, and implementation phase.
06 · What makes Madison / Spotlight different
Ten capabilities. One place they all live.
| Capability | Market Data Tools | Generic AI Tools | Consulting Decks | Madison / Spotlight |
|---|---|---|---|---|
| External market data | Yes | Partial | Yes | Yes |
| Internal bank context | No | Limited | Manual | Yes |
| Prior evaluation memory | No | No | No | Yes |
| Partner / Invest / Acquire / Monitor recommendation | No | Weak | Manual | Yes |
| Evidence-backed memo | Partial | Partial | Yes | Yes |
| Pitch-style deck generation | No | Partial | Yes | Yes |
| Human approval workflow | No | Limited | Manual | Yes |
| Permissioned deal memory | No | No | No | Yes |
| Works across bank systems | Limited | No | Manual | Yes |
| Built for banking governance | Partial | Weak | Manual | Yes |
External data can be bought. Internal decision memory has to be earned, protected, and compounded.
07 · Governance-first by design
Explainable. Permissioned. Reviewable.
Madison / Spotlight is designed for regulated banking environments where AI must be explainable, permissioned, and reviewable — and where procurement, model-risk, and audit review are part of the buying process.
| Governance Need | Madison / Spotlight Approach |
|---|---|
| Access control | Role-based access, source-level permissions, retrieval-time checks |
| Internal data protection | Bank-controlled data access, no cross-domain memory leakage |
| Human accountability | Human review and approval before decisions are acted on |
| Auditability | Every recommendation carries evidence, rationale, source trail, and approval state |
| Model-risk support | Explainable reasoning, confidence indicators, review logs |
| Procurement readiness | Designed for SOC 2, TPRM, deployment, and data residency review |
| Domain isolation | CorpDev, IB, Risk, and Marketing memory remain separated |
Reuse the rails. Protect the memory.
08 · Deployment path
Start without integration. Scale into the bank's environment.
Madison / Spotlight can be deployed against uploaded documents and public data on day one, and grow into a fully integrated permissioned Deal Intelligence OS across the bank.
Design Partner Pilot
Uploaded documents, approved external data exports, public filings, sample workflows.
Company evaluation, memo, evidence pack, pitch-style deck.
Data Integration
PitchBook, CapIQ, AlphaSense, CRM, and SharePoint connectors.
Automated company profiles, prior evaluation retrieval, relationship context.
Workflow Integration
CRM write-back, deal watchlists, approval workflows, PowerPoint / PDF / Word outputs.
Repeatable decision workflow across CorpDev, Strategy, and IB.
Enterprise Deployment
SI-led implementation, cloud / VPC / on-prem options, governance controls.
Bank-wide permissioned Deal Intelligence OS.
09 · Distribution & channels
Where banks meet Madison / Spotlight.
Madison / Spotlight reaches banks through the innovation networks, data platforms, marketplaces, and system integrators they already work with — not cold email.
| Motion | Channel | Purpose |
|---|---|---|
| Design Partner Validation | Alloy Labs, BankTech Ventures, ICBA ThinkTECH, Accenture | Secure early bank feedback and pilot workflows |
| Data Integration Credibility | PitchBook, S&P Capital IQ, AlphaSense, CB Insights | Make evaluations trusted and source-backed |
| Marketplace Distribution | Fiserv AppMarket, Q2 Innovation Studio, Jack Henry VIP, Temenos Exchange | Reach banks through platforms they already use |
| Enterprise Implementation | Accenture, Deloitte, KPMG, Capgemini, TCS, Infosys, Slalom | Support enterprise deployments and procurement-heavy environments |
| Thought Leadership | ABA, BAI, Finovate, The Financial Brand | Build category awareness around Deal Intelligence for Banks |
10 · Start with one workflow
Strategic Company Evaluation. The recommended starting point.
“Evaluate this fintech, vendor, bank, or target.”
- Company profile
- Strategic fit analysis
- Risks and objections
- Recommendation
- Memo
- Evidence pack
- Pitch-style deck
- Next-action plan
The full Deal Intelligence OS.
- Investment Banking Workbench
- Bank-to-Bank Partnership Intelligence
- Vendor / Fintech Evaluation
- Credit and Counterparty Evidence Support
- Persistent institutional deal memory
Design partner program · Now open
Build your bank's Deal Intelligence layer.
Start with one workflow. Prove the loop. Expand into a full permissioned Deal Intelligence OS.
The next deal should be smarter than the last.