Maywood AI

Founded by Drake Goodman in 2026

Automate deal tracking, meeting preparation, and relationship monitoring for investment banking professionals

Pricing model

Demo

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Maywood AI to manage deal pipelines, track key relationships, and automate routine banking workflows. The system operates continuously in the background across your email, calendar, and deal records to surface timely outreach opportunities and prepare draft responses. It creates daily morning briefs, monitors counterparty announcements, and reconciles notes without requiring manual prompts. All external communications route through explicit human approvals to ensure strict compliance with SEC and FINRA regulations, allowing dealmakers to focus on negotiations and client coverage.

What Maywood AI does

Generate morning briefs on live deal milestonesDraft context-aware replies to deal counterpartiesMap relationships across calendar, email, and CRM recordsTrack executive job changes and market news signalsPrepare briefing notes for upcoming client meetingsUpdate CRM records automatically following communicationsProactive background operations that execute without manual promptingAutomated morning briefs highlighting active deals and required actionsReconciles contacts, emails, and calendar history into a live relationship mapDrafts email responses and prepares meeting briefs before work beginsMonitors market news, counterparty announcements, and lateral movesMaintains strict SEC and FINRA regulatory compliance with human approval checkpointsDeploys in dedicated single-tenant containers directly inside Microsoft 365

Pricing breakdown

Pricing model: Book a demo

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