Proof, on real deals.
How investment teams put DealSage on their own stack, and what changed. Every number below comes from a live engagement.
From "why did we pass?" to an answer in seconds
Five years of scattered deals, drives and inboxes turned into one queryable foundation, with every answer cited back to source.
A CRM that fills itself
Email and calls captured automatically into a self-updating CRM, so relationships and the reasons behind every decision stay with the firm.
From reacting to problems to seeing them coming
Operating, billing and accounting systems reconciled into one foundation, with predictive models that flag margin and quality problems in time to act.
Twenty carrier formats into one workflow
Twenty-plus messy carrier and agency formats, scans included, extracted and normalised into one structured view, so every deal is comparable against the rest.
How one PE firm clawed back 40 hours a month with AI
A third-party case study by Pluris on a DealSage deployment: portfolio P&Ls arriving in every format, standardised automatically, queryable in plain English, live in under four weeks.
Your team’s intelligence.
Finally working together.
See how DealSage helps investment teams capture knowledge, automate workflows, and make better decisions.
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