What Maywood does

Maywood AI Inc. is a New York-based, privately held software company building a proactive AI platform purpose-built for investment banking dealmaking. Founded in 2025 by CEO and co-founder Drake Goodman alongside co-founder and CTO Esteban Vizcaino, the company positions its product as a "chief of staff" for senior bankers — running 24/7 in the background across relationship networks and deal books rather than waiting to be prompted. The platform is built around three integrated pillars: Relationships (reconciling Outlook, calendar, CRM, and SharePoint into a live network view that surfaces stale relationships, lateral moves, and warm second-degree paths), Deals (tracking every live mandate, buyer log, diligence item, IOI, and term sheet to push processes forward), and Work Automation (drafting replies, updating CRMs, preparing meetings, and reconciling numbers — associate-level work without the wait). Technically, the platform is deployed as a single-tenant container per banker, integrated natively with Microsoft Graph (Outlook, Teams, SharePoint, OneNote), with identity managed via SSO through the tenant IdP, and outputs delivered into existing inboxes, drafts folders, and Teams chats rather than a separate interface.

The platform is engineered for regulated financial-services deployment from inception: SOC 2 Type II certified, GDPR- and CCPA-compliant, with 100+ controls mapped to FINRA and SEC rule citations, MNPI information barriers enforced in code, WORM-compliant storage with 6-year retention, and alignment to Reg FD, Reg S-P, NYDFS Part 500, and FINRA's 2026 GenAI guidance. AI capabilities span autonomous agents, generative AI, knowledge retrieval, predictive analytics (including a published Bayesian Signal Framework with Timing Regression for middle market M&A probability estimation), NLP, and anomaly detection.

The company sells exclusively through a sales-led enterprise motion — "Request a demo" CTAs targeting senior dealmakers (MDs, VPs) at middle market investment banks, private equity firms, and corporate development teams — with a single anonymous public customer testimonial from a middle market investment banking managing director. The revenue model is a per-seat/per-user subscription with single-tenant container deployment, plus separately contracted professional services for training, migration, implementation, and integration. To date, the company has disclosed $500,000 in seed funding from Y Combinator (March 2026) and no public revenue, ARR, or named customer logos.

Name

Maywood

Legal name

Maywood AI Inc.

Website

https://maywoodai.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Maywood AI provides a proactive, finance-compliant AI platform for investment banking dealmaking, automating relationship intelligence, deal tracking, and associate-level work for middle market banks, PE firms, and corporate development teams via single-tenant Microsoft Graph integration.

Ownership category

akta.pro rank

Product category

Investment Banking AI Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

akta.pro secondary industry

AI/ML Solution Integration & MLOps Enablement (BPAEAAAJ)

Keywords

• Investment banking AI
• Deal execution software
• Relationship intelligence platform
• Private equity automation
• Corporate development tools

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Platform Subscription: Single-tenant container deployment per banker suggests a per-seat or per-user subscription model. The platform is accessed via subscription period (Initial Subscription Period with automatic renewals). Fees are paid monthly or annually per Order.
2. Professional Services: Training, migration, implementation, integration, or other professional services memorialized in Statements of Work. Customer reimburses reasonable travel and lodging expenses.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Maywood offers an AI software platform that automates research, relationship mapping, deal tracking, and workflow execution for investment banks, private equity firms, and corporate development teams. The platform runs 24/7 in the background across a banker's network and deal book, integrating with Microsoft Graph (Outlook, Teams, SharePoint, OneNote) to surface relationship intelligence, push live mandates and buyer processes forward, and produce associate-level deliverables (draft replies, CRM updates, CIM sections, meeting prep) without requiring human prompts. It is sold as a per-banker subscription with single-tenant container deployment, accompanied by professional services for training, migration, implementation, and integration.

Product overview

Maywood AI is a single unified platform purpose-built for investment banking dealmaking. The core Maywood AI Platform delivers proactive 24/7 AI capabilities through three integrated pillars: Relationships (network mapping and intelligence), Deals (mandate tracking and process automation), and Work Automation (draft generation and CRM updates). The platform integrates natively with Microsoft Graph ecosystem (Outlook, Teams, SharePoint, OneNote) and CRM systems to deliver outputs directly into users' existing workflows. Key features include Morning Brief, Proactive Operations, Automated Meeting Prep, Relationship Intelligence, Unified Search, Buyer Intelligence, Deliverable Autopilot, and Risk Flagging. All capabilities are FINRA and SEC compliant with SOC 2 Type II certification.

Differentiator

Problem solved

Functional benefit

Products and services

• Maywood AI Platform A proactive AI platform purpose-built for investment banking dealmaking, organized around three integrated pillars: Relationships (reconciles Outlook, calendar, CRM, and SharePoint into a live network view that surfaces stale relationships, lateral moves, reactivations, and warm second-degree paths), Deals (tracks every live mandate, buyer log, diligence, IOI, and term sheet, and drives the next step), and Work Automation (drafts replies, updates CRM, writes follow-ups, prepares meetings, and reconciles numbers). Delivered as a single-tenant container per banker, integrated with Microsoft Graph and CRM, and sold as a subscription to senior dealmakers at investment banks, PE firms, and corporate development teams.
• Professional Services

Quantifiable outcome

• Doubled team capacity and doubled deal count with same headcount
• +3 more outcomes

Named customers1 record

Segments6 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability11 records

Feature8 records

Partnerships

One partnership is on record.

• Microsoft GraphcoreTechnology or IntegrationMaywood integrates with Microsoft Graph to access Outlook, Teams, SharePoint, and OneNote data. The platform deploys as a single-tenant container inside these existing tools, running within the Microsoft 365 ecosystem. Identity is managed via SSO through tenant IdP with deal-team scoping. This integration is fundamental to Maywood's architecture - it runs 'inside the tools bankers already live in' with output landing in existing workflows.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Rogo: Rogo builds an AI 'junior banker' platform for investment banks and PE firms, automating research, modeling, and memo work. It is the most directly comparable direct competitor to Maywood in the AI-for-IB space, with overlapping target buyers (MDs/VPs at middle-market banks) and a similar automation-thesis wedge.
• Hebbia: Hebbia provides an AI knowledge-worker platform for finance and legal that ingests large document sets and answers analytical queries. It targets many of the same investment banking and PE workflows as Maywood and competes for the same 'AI for deal teams' budget.
• AlphaSense: AlphaSense is an enterprise market intelligence and research platform widely used by investment banks, PE firms, and corporate strategy teams. It overlaps with Maywood's research, search, and buyer-intelligence use cases and competes for the same enterprise knowledge-management spend.
• Daloopa: Daloopa automates financial data extraction and historical-model population for investment banking analysts and PE deal teams. It addresses a subset of Maywood's 'associate-level work automation' pillar and is sold to a similar middle-market IB and PE buyer base.
• Affinity: Affinity is a relationship-intelligence and deal pipeline platform built for PE, VC, and investment banking. Its relationship-mapping and warm-path features directly overlap with Maywood's Pillar 01 (Relationships) and competes for the same CRM-replacement wallet at PE firms.

Broad incumbents

• Salesforce Einstein / Agentforce: Salesforce Einstein and Agentforce deliver AI agents inside CRM and workflow environments used by financial-services firms. It competes for the CRM-update, relationship-intelligence, and workflow-automation portions of Maywood's product from a broad enterprise-platform position.
• Microsoft Copilot for Finance: Microsoft Copilot for Finance (and broader Copilot for M365) is an embedded AI assistant inside Outlook, Teams, and Excel that targets finance professionals. As the dominant platform Maywood integrates via Microsoft Graph, it is the principal broad incumbent that could bundle similar proactive-agent capabilities natively.

Emerging players

• Zocks: Zocks provides AI meeting-prep and CRM-auto-capture tools for wealth advisors and financial professionals. It competes in the 'automated meeting prep' and CRM-updates features of Maywood's Pillar 03 (Work Automation), though it is more advisor-focused than IB-focused.
• Arga: Arga offers AI-driven deal sourcing and thesis-mapping tools for private equity firms. It is an emerging player in the AI-for-PE workflow category that intersects with Maywood's PE segment and overlaps on buyer-intelligence and sourcing automation.
• SourceScrub: SourceScrub is a deal-sourcing and private-market data platform used by PE and IB coverage teams. It overlaps with Maywood's buyer-intelligence and proactive sourcing features in the PE/corp-dev buyer journey.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/maywood
• Xx.com/maywoodai

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Maywood