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#12 - Stephanie Song, Co-Founder & CEO at Invictus
Slice of Finance Team
27 Nov
Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!
Our Guest: Stephanie Song, Co-Founder & CEO at Invictus.
Key Highlights
Stephanie Song, CEO of Invictus, aims to streamline deal execution with AI, targeting investment teams.
Invictus integrates with email systems to create a collaborative, real-time view of transaction progress.
The platform offers tools that save deal teams hours daily, reducing inefficiencies and manual tasks.
Inspired by her M&A experience at Coinbase, Stephanie envisions AI becoming as transformative as Excel was in the 1980s.
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The Vision Behind Invictus
Stephanie Song, the Co-Founder and CEO of Invictus, is on a mission to bring efficiency to the deal execution process. Her platform focuses on using AI to simplify complex transactions for investment teams, ultimately cutting deal timelines in half. Stephanie’s journey to founding Invictus stems from her experiences at Coinbase, where she worked in corporate development and venture investing. Frustrated by the manual and time-intensive nature of M&A workflows, she set out to build a solution that automates these tedious tasks.
“What JIRA has done for software engineers, we aim to do for investment teams with Invictus,” Stephanie shares.
How Invictus Transforms Deal Execution
Historically, deal execution has been a labor-intensive process reliant on tools like Excel. Teams often face the challenge of staying organized while managing thousands of emails, legal documents, and operational tasks. Invictus eliminates these inefficiencies by integrating with communication systems to provide a centralized source of truth for every transaction.
Key benefits of Invictus include:
A bird’s-eye view of transactions, enabling teams to identify blockers and next steps.
AI-powered insights that improve deal team workflows over time.
Reduced administrative workload, allowing analysts and associates to focus on strategic work.
A Paradigm Shift in Finance Technology
Stephanie likens AI’s potential in finance to the game-changing impact of Excel in the 1980s. While Excel revolutionized data management, Invictus aims to take the next leap by optimizing deal execution. The platform not only saves time but also offers valuable process intelligence for firms, ensuring higher efficiency and cost savings.
Who Benefits from Invictus?
Invictus caters to private equity firms, investment banks, and corporate development teams, especially those dealing with complex M&A transactions. For funds, the software promises significant savings in deal execution costs and a reduction in human error during due diligence.
As Stephanie explains:
“Our tools save teams hours of manual labor, allowing them to focus on work that actually matters.”
Invictus Today and Beyond
The platform operates on a B2B SaaS model, with pricing designed to scale based on the number of transactions. Starting at $60K for four deals annually, additional deals can be tracked at a per-deal cost. This pricing structure ensures accessibility for smaller firms while remaining scalable for larger, busier organizations.
With a bold vision to revolutionize a historically manual industry, Stephanie and her team are building more than just software—they’re crafting a future where dealmakers can focus on strategy rather than spreadsheets.
Stephanie Song and her team at Invictus are redefining the standards of deal execution. To learn more about how Invictus can transform your workflows, visit their platform and explore the future of AI-driven efficiency.
