A single intelligent layer that abstracts away mechanical workflows in sourcing, screening, and portfolio monitoring. Three core components: Matching Platform, Agentic CRM, and Company Workspace for Early Diligence.
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Private capital teams are trapped in repetitive loops—manual CRM updates, fragmented searches, report creation—where energy and judgment decay.
Investment teams spend their time on low-brain tasks—building banker decks, logging interactions, searching fragmented sources
Creative insight and strategic thinking are buried beneath mechanical loops that any machine could handle
Firms juggle 5-10 different tools, forcing them to stitch together workflows that should be unified
From CRM updates to report creation, everything is manual, repetitive, and time-consuming
Three core components that work together as one intelligent operating system
Dating for Private Capital Markets. Connects buyers and sellers intelligently across the ecosystem with mandate-aware search and proprietary datasets. Available February 2026
Self-updating, workflow-aware CRM that automates data entry, drafts outreach, and learns your firm's tone. Available December 2025
Deal-specific workspace with IC-ready reports, deep research connectors, and chat interface. Collapses time from teaser to IC memo. Available September 2025
Judgment at its highest level. Free attention from mechanical tasks and focus it on what compounds: insight, relationships, and decisive action.
The real lift comes from agents that act like invisible operators, auto-logging CRM data, drafting responses, eliminating friction while plugging into the systems firms already live in.
Explore our intelligent workflows that transform your investment processes
AI-powered deal sourcing that learns your preferences and uncovers hidden opportunities
Simply type your investment criteria like 'Dental clinic roll-ups, Midwest, $20-50M EV' and let our RL-trained system find the perfect matches.
Get match scores, network signals, and contextual insights—from alumni connections to past deal patterns—that surface hidden relationships.
Every interaction auto-syncs to CRM with intelligent notes, relationship mapping, and personalized outreach templates.
Your personal command center for deal analysis and decision-making
CIMs, teasers, and documents are instantly processed into structured data with market intelligence packages and competitive analysis.
Ask questions like 'Benchmark EBITDA margins vs. comps' or 'Show me recent PE exits' and get instant, sourced answers powered by all deal artifacts.
Generate PowerPoint decks, Word memos, and PDFs in your exact format—no analyst grinding. Every workflow collapses into one intelligent layer.
Automated relationship management that surfaces hidden connections and maintains context
Surfaces hidden connections like alumni networks, past deal relationships, and professional overlaps automatically from public data and internal records.
Every email, call, and meeting is automatically logged with intelligent notes, sentiment analysis, and action items extracted for future reference.
Generate context-aware outreach emails using relationship data, past interactions, and firm preferences—all automatically synced to your CRM.
The intelligent operating layer for private capital markets. Stop juggling tools, start compounding knowledge.