Task Management for Investment Banking

Advanced task management for investment banking. M&A advisory, capital markets, client presentations 6 views: Board, List, Table, Calendar, Gantt and Workload. Built-in time tracking and AI Assist.

Why Investment Banking teams choose Diviine

M&A advisory, capital markets, client presentations

Diviine is the all-in-one Business OS built for investment banking professionals who need to plan projects, track work, and run AI-assisted workflows in one place. Replace 3-5 disconnected tools with a single workspace that scales from solo operators to multi-site teams.

Six views for every investment banking workflow

  • Board view - drag-and-drop Kanban for active jobs, leads, and client work
  • List view - prioritized backlog with due dates, assignees, and tags
  • Table view - spreadsheet-style bulk editing for investment banking data
  • Calendar view - month/week/day scheduling with drag-to-reschedule
  • Gantt view - timeline planning with dependencies for multi-week investment banking projects
  • Workload view - capacity heatmaps to balance assignments across your team

Built-in features for Investment Banking

  • Start/stop time tracking on every task with weekly summaries
  • Real-time task comments and threaded discussions
  • AI Assist inside every task for drafts, summaries, and next-step suggestions
  • Project templates pre-configured for investment banking workflows
  • Custom fields, dependencies, sub-tasks, and recurring tasks
  • Guest access for clients, contractors, and external collaborators

12,400+ AI prompt chains for Investment Banking

Access a curated library of multi-step AI prompt chains built specifically for investment banking use cases. Chain prompts together across ChatGPT, Claude, and Gemini to automate proposals, content, research, reporting, and client communication.

Pricing built for investment banking teams

Flat-rate pricing with no per-seat fees. Start free with full access to all 6 views and time tracking. Upgrade to Basic, Standard, or Pro for advanced AI credits, guest access, and unlimited workspaces. 30-day free trial on every paid tier.