For M&A and Investment Professionals

The AI scheduling assistant built for dealmakers.

M&A advisors, corporate development leads, investment professionals, and family-office principals live in back-to-back external calls. Mia coordinates every Zoom and Teams meeting for you, from one spoken or typed line, so you stay on the deal and off the calendar.

The Reality of Deal Scheduling

Scheduling is the quiet tax on every deal.

M&A and investment work runs on meetings, and almost all of them are external. Partners, potential partners, bankers, counsel, targets, LPs. The calendar is a constant negotiation across people who are not in your company and not on your calendar.

For a principal without a full scheduling team, that means five emails to find one time, a fresh Zoom or Teams link built by hand for every call, and a contact list that never quite keeps up with the inbox. The deal needs your judgment. The logistics take your hours. An AI scheduling assistant for M&A professionals closes that gap.

Mostly external, always coordinating

The people you meet are partners and counterparties, so every meeting is a cross-company scheduling problem, not a quick internal hold.

New contacts every week

Deal flow brings new names constantly. Many live only in your inbox, never making it into your saved contacts.

Two platforms, one calendar

Some counterparties want Zoom, some want Teams. You manage both, plus the Outlook calendar underneath.

How Mia Works for M&A

One instruction, and the meeting is set up.

Mia is a dedicated AI scheduling assistant for one principal. You tell her what you need, and she runs the entire coordination workflow that an executive assistant would, without you opening a calendar or a video tool.

Coordinate a call across partners

"Coordinate a Zoom with the Henderson group as soon as we can this week." Mia emails everyone, finds the window that works, and books it.

Book it outright when the time is set

"Set up a Teams call with A, B, C and D for 12 o'clock Tuesday." No back-and-forth. Mia books and sends the invites.

Reach people you only have an email from

Deal contacts are often brand new. If you have ever emailed someone, Mia can find them and schedule the call, even if they are not in your contacts. (Rolling out.)

Schedule from your phone, by voice

Between meetings, just speak the instruction into your phone like you would ask Siri. Mia does the rest. (Rolling out.)

Confidential, multi-organization deal coordination? Mia is built for the individual principal's calendar. When a transaction needs scheduling across four to six firms and fifteen to thirty people without exposing any party's availability, that is what Ben, the ANCI AI agent for M&A, legal, and enterprise deals, is built for. Many principals run Mia for themselves and bring in Ben for the deal.

Why M&A Professionals Choose Mia

More than a booking link. A real assistant.

Self-serve booking pages were built for inbound demand. Deal scheduling is outbound, multi-party, and relationship-driven. Here is how Mia compares to the alternatives a principal usually juggles.

What you need Doing it yourself A booking link Mia
Coordinate across external partiesBy handThey book youAutomatic
Find people in your inboxManual searchNoYes, rolling out
Zoom and Teams, bothManual linksLimitedBoth, automatic
Outlook calendar syncManualPartialNative
Instruct by voice or plain EnglishNoNoYes
Works without an EAYes, slowlyYesYes
Built For

Who uses Mia for deal scheduling.

M&A advisors and boutiques

Solo and small-team advisors coordinating buy-side and sell-side calls across counterparties.

Family-office principals

Investment and partnership meetings, mostly the same trusted circle, no dedicated scheduling staff.

Corporate development leads

Individual dealmakers running partner and target conversations alongside everything else.

Investors and operating partners

Back-to-back founder, LP, and partner calls that need to be booked while you are still in the last one.

FAQ

Common questions

What is the best AI scheduling assistant for M&A professionals?

Mia is built for individual M&A advisors, investment professionals, and family-office principals. It coordinates Zoom and Teams meetings, finds people across your contacts and inbox, and books on your Outlook calendar from a single spoken or typed instruction.

Can an AI assistant coordinate meetings across multiple external parties?

Yes. Mia emails external partners and counterparties, proposes times, and books the meeting when they reply. They need no app or login. For full deal-team coordination across many organizations, ANCI also offers Ben.

Do I need an executive assistant to use Mia?

No. Mia is the assistant. She handles the scheduling coordination an EA would, so principals without a dedicated scheduler get full coverage. If you do have an assistant, Mia takes the scheduling volume off their plate.

Does Mia support both Zoom and Microsoft Teams?

Yes. Mia handles both end to end, generating the meeting link automatically and syncing everything to Microsoft Outlook.

Can Mia schedule meetings by voice?

Voice scheduling from your phone is rolling out. Today you can instruct Mia by typing or messaging in plain English, and she handles the rest.

See It on a Real Deal Calendar

Stop coordinating. Start closing.

See how Mia turns one line into a confirmed, linked, calendared meeting across your partners and counterparties.

Book a Demo Read the Case Study