About AIQGEN | AI strategy and implementation

Our thesis

Investment banking, corporate finance and credit teams need operational leverage — not more disconnected tools.

Investment banking, corporate finance and credit teams operate with high complexity and lean headcount. Much of the work still happens across emails, PDFs, spreadsheets, presentations, CRMs, data rooms and meetings.

AIQGEN exists to help these teams use AI in a practical, controlled and measurable way: first understanding where technology creates real value, then implementing workflows that reduce rework and increase team capacity.

What we do

From strategy to implementation: AI applied to the critical workflows of your financial firm.

1. AI Blueprint

We map processes, identify bottlenecks and prioritize use cases with the highest ROI potential.

2. Workflow implementation

We configure, test and deploy AI workflows connected to the firm's documents, tools and routines.

3. Applied solutions

We implement AI agents for investment banking, corporate finance and credit: origination, M&A, valuation, credit memos, data rooms, covenants, risk and deal analysis.

The Blueprint is a consultative entry point, but our solutions can also be evaluated and implemented directly when the use case is already clear.

Who it's for

AIQGEN is designed for teams running intensive investment banking, corporate finance and credit workflows — especially independent financial advisory boutiques and firms focused on middle-market transactions.

independent M&A boutiques and firms;
independent investment banks;
corporate finance, debt advisory and credit boutiques;
transaction advisory and corporate development;
private capital with origination and analysis processes;
financial institutions with transaction execution workflows.

Investment Banking scope

For AIQGEN, Investment Banking means support for transaction execution: M&A advisory, capital advisory, debt advisory, valuation, transaction materials, data rooms, due diligence and deal analysis.

AIQGEN does not replace human judgment nor act as a distributor, broker or bank. It does not offer underwriting, distribution, sales & trading or wealth management. The platform increases operational and analytical capacity for independent financial advisory teams.

DCM and ECM are included as analytical and documentary support — debt capacity, covenants, equity story, comparables, investor mapping and fundraising materials — without promising formal public offering coordination or distribution.

Credit scope

Credit means analytical and documentary support for credit analysis, credit memos, risk monitoring, covenants and debt capacity — without acting as a bank, without underwriting and without distributing credit products.

How we work

We do not start with technology. We start with the process.

where the team loses the most time;
which documents and tools are part of the flow;
which decisions require human review;
which risks need controls;
where impact can be measured;
what can be implemented without replacing current systems.

From there, we design pragmatic implementation with governance and team adoption.

Principles

What guides AIQGEN.

Specialization

Focus on investment banking, corporate finance and credit dealflow and capital advisory workflows.

Practical execution

The goal is not just a report. It is getting workflows live.

Human validation

AI should support analysts, advisors and consultants — not replace professional judgment in sensitive decisions.

Traceability

Workflows need to be documentable, reviewable and understandable.

Governance

Each implementation needs clear limits, permissions, review points and responsibilities.

Founder

Fernando Martignone Esteves

AIQGEN is operated by Fernando Martignone Esteves, founder of the company and former Itaú BBA professional.

Fernando personally leads strategic diagnostics and early implementation projects, combining financial markets experience with practical AI agents across investment banking, corporate finance, credit, transaction advisory and corporate development.

The founder-led approach helps each project start with strategic depth, business understanding and focus on real operational impact.

Platform

A technical layer to support implementation.

AIQGEN is an AI-assisted execution layer for investment banking, corporate finance and credit teams. Behind the projects, we develop a platform to support agent orchestration, tool integration, traceability, permissions and governance.

The platform is not positioned as a generic product for every financial institution. It exists to support implementation of AI workflows in financial environments that require control, security and human review.

Want to identify where AI can create real ROI in your firm?

Start with a conversation to map opportunities, prioritize workflows and define the best implementation path.

See M&A Blueprint