Moneyball.ai, the creator of the world’s first AI-Investment Banker, and Regiment Securities, a boutique investment bank based in Chicago, announced a first-of-its-kind partnership. Moneyball.ai is on a mission to revolutionize the fragmented $13T legacy private capital investment industry through its pioneering AI Banker. This partnership marks a major milestone for Moneyball.ai, Regiment Securities, and the industry at large, leveraging AI to take over repetitive & mundane tasks, streamline manual processes, personalize investor engagement, and connect capital networks at an unprecedented scale, freeing up the investment professional’s time for the most important thing – building trusted human connections.
Read More on Fintech : Global Fintech Interview with Mike Lynch, Principal, AI Strategy and Finance Transformation for Auditoria
This partnership marks a major milestone for Moneyball.ai, Regiment Securities, and the private capital placement industry at large, as it connects the largest AI-powered investor network to deals across disparate networks.
For Regiment Securities, the integration brings automation and personalization into its placement operations, enabling faster deal execution, greater investor reach, and the ability to scale client service without increasing headcount. For Moneyball.ai, it validates its AI Investment Banker in a live, regulated investment banking environment, proving AI can augment human bankers to scale relationships that drive business.
“Partnering with Regiment Securities is an important step in bringing AI into the mainstream of private investing,” said Julia Whippo, CEO of Moneyball.ai. “Investing will always be driven by relationships. Our goal is to make those relationships easier to manage and more productive by creating an always-on banker that scales trust and connection.”
Michael Cavanaugh, CEO of Regiment Securities, offered, “We’ve been evaluating different ways to utilize AI for the benefit of our issuers, investors, and our registered reps, and Moneyball.ai clearly stood out because of the robustness of their tech, understanding of banking and finance, and the maturity of their executive team. We expect this partnership to quickly optimize the matching of our accredited investor demand with investment-ready companies that are primed for growth.”
For Regiment, the collaboration expands distribution while aligning with next-generation technology that solves a persistent challenge for traditional banks: reaching the right investors at scale. Rather than viewing AI as a threat, firms like Regiment are embracing Moneyball.ai as collaborators in modernizing the industry.
Catch more Fintech Insights : The Disappearing Payment: How Embedded Finance Is Quietly Reshaping B2B Transactions?
[To share your insights with us, please write to psen@itechseries.com ]
