Donna AI

DONNA AI

AI-Powered Capital Markets Intelligence, Deal Sourcing & Investor Engagement

DONNA is an AI-powered capital markets platform built to transform how companies, investment professionals, financial institutions, and dealmakers identify investors, source opportunities, conduct research, build targeted relationships, and execute capital-raising and strategic transactions.

DONNA brings together large-scale investor and company intelligence, AI-powered research, data enrichment, target identification, outreach workflows, and deal intelligence into a unified platform designed for the modern capital markets environment.

Rather than forcing investment teams to work across disconnected databases, spreadsheets, CRM systems, LinkedIn searches, email tools, research platforms, and manual processes, DONNA is designed to connect the entire workflow—from identifying the right target to building the relationship and moving the opportunity forward.

WHAT DONNA DOES

DONNA helps investment professionals and organizations:

• Identify qualified investors, family offices, institutional investors, private equity firms, venture capital firms, lenders, strategic buyers, acquisition targets, and other capital sources.

• Build highly targeted investor and buyer lists based on geography, industry, investment mandate, transaction history, company size, capital requirements, stage, and other criteria.

• Research companies, investors, executives, transactions, investment strategies, and market activity.

• Enrich existing prospect and investor data with additional intelligence and decision-maker information.

• Identify relevant decision-makers rather than relying on generic corporate contact channels.

• Analyze historical transactions and investment activity to identify organizations actively participating in relevant markets.

• Develop customized target lists for specific capital raises, M&A processes, real estate transactions, strategic partnerships, and other transactions.