From "why did we pass?" to an answer in seconds
A lower-middle-market PE firm could not query its own history. Every "have we seen this before?" was a half-day of folder archaeology. We turned five years of deals into one queryable foundation.
A lower-middle-market PE firm · ~$800M AUM · 14-person deal team
Where the time was going
Every live deal lived somewhere different: the CIM in a data room, the model on a laptop, the call notes in an inbox, the prior-deal precedent in a folder nobody could find. When a partner asked a simple question, someone lost half a day reconstructing the answer, and still could not be sure it was current.
- Context scattered across drives, inboxes and CRMs that do not talk.
- "Why did we pass?" meant half a day of folder archaeology.
- Institutional memory walked out the door when people left.
- Generic AI tools could not reach the firm's actual deal data.
DealSage, on their stack
We connected the firm's deals, documents, emails, models and memos into one platform, then put their existing AI assistant on top through the MCP bridge. The team asks questions in the tool they already use, and gets answers across every deal, each cited back to source.
- One searchable home for every deal artifact.
- Every answer linked to the document it came from.
- Five years of deals, one query away.
- Kept their existing AI assistant and subscriptions.
Three steps, one workflow
Sample figures shown for illustration. Real engagement numbers to be confirmed.
The bigger picture is not the time saved on any one question. It is that the firm’s judgment stopped living in individual heads and started compounding. Every deal the team looks at now makes the next one faster to assess, because the reasoning, the comparables and the reasons behind a pass are all one query away and always current.
“I can finally ask why we passed on a deal three years ago and get a real answer, with the sources.”
Want this on your deals?
We connect your stack, keep your AI assistant, and have your team asking real questions in under two weeks.