i5 Invest Selects Model ML to Power AI-Driven Origination and Advisory Workflows

i5 Invest, a technology-focused M&A and corporate development advisory firm, today announced its adoption of Model ML to support AI-powered workflows across its origination and deal preparation process. The rollout reflects i5’s focus on using technology to move faster in identifying opportunities, preparing client materials, and executing transactions.

Through Model ML, i5 Invest is deploying AI workflows across several core advisory functions, including meeting preparation, buyer cluster analysis, valuation report generation, and industry and conference research. These workflows allow the team to move from initial research to client-ready materials more quickly while maintaining the analytical rigor required in M&A advisory.

“Advisory teams spend significant time preparing analysis and materials that support winning mandates and executing transactions,” said Chaz Englander, CEO and Co-Founder of Model ML. “We’re excited to work with a firm like i5 Invest that is applying AI directly to origination and client delivery workflows.”

By embedding Model ML into its advisory process, i5 Invest aims to strengthen its ability to surface relevant buyers, rapidly synthesize sector insights, and prepare materials that support client discussions and transaction strategy.

“Our work depends on moving quickly from information to insight,” said Sotero Rodriguez, U.S. CEO of i5invest. “Model ML allows our team to prepare for meetings faster, analyze buyer landscapes more systematically, and deliver high-quality materials to clients with greater speed and consistency.”

The deployment reflects a growing shift among advisory firms toward integrating AI directly into revenue-generating workflows such as origination and mandate preparation. By streamlining these workflows, Model ML enables the i5 Invest team to spend less time assembling information and more time advising clients and winning new mandates.