New: Claude-Native AI Engine

The Intelligence Layer for Private Equity

Automate deal flow analysis and unify your institutional CRM with the world's first AI-native PE operating system.

lockMulti-tenant isolation, encryption in transit and at rest

Key Capabilities

Streamline your investment operations with next-generation tools designed for the modern analyst.

view_in_ar

AI-Driven Deal Ingestion

Instantly parse CIMs, Teasers, and NDAs into structured data. Our AI extracts key financial metrics and deal terms automatically.

chat_bubble

Chat with Deals

Query your entire deal history using natural language. Ask complex questions like "Show me SaaS deals with >$10M EBITDA from 2023."

hub

Institutional CRM

Track relationships, intermediaries, and deal pipelines with automated updates. Syncs bi-directionally with Outlook and Gmail.

Ready to modernize your investment process?

Built by an operating M&A practice, on live deal flow.