We make financial
firms and their portfolio
companies AI-native.
We integrate your data to surface your biggest bottlenecks, deploy agents to automate workflows, and implement alongside you.
Built for every seat at the table
Your whole deal history,
on every new deal.
A deal arrives. DealSage scores it against your criteria, benchmarks it against every deal you have seen, and builds the model, all before your first call.
- Why you passed last time, surfaced from your own history.
- Trends across your pipeline you could not see before.
- Every number cited to source.
Your whole portfolio,
on every new round.
A deck arrives. DealSage pulls the metrics, benchmarks them against every company you have backed and the sector, and flags where the story bends, before the partner meeting.
- How this round compares to your winners and your write-offs.
- Retention and burn benchmarked to your book and the sector.
- Every figure pulled from the data room, cited.
Every deal you have advised,
on the pitch in front of you.
A mandate lands. DealSage pulls the comps from deals you have run, rebuilds the model, and lays out the full relationship history, before the pitch.
- Comps drawn from every deal you have advised, not just the market.
- Every past touch with the buyer, in one place.
- The book drafted on your template, cited.
Every target you have screened,
on the next one.
A target surfaces. DealSage scores it against your thesis, benchmarks it against every company you have screened, and shows how the last similar one played out.
- How this target compares to deals you have done and passed.
- Overlap with the portfolio, flagged early.
- The shortlist assembled with sources.
Understand the business,
down to the dollar.
DealSage unifies the data scattered across your systems, shows where margin is made and lost, automates the reporting, and tells you what is coming before it lands.
- Where margin is made and lost, made visible.
- The manual reporting work, automated end to end.
- What is coming next, not just what already happened.
You don’t have an AI problem.
You have a data problem.
Your firm’s knowledge is real. It’s just scattered, disconnected, and impossible to query.
DealSageOntologyWe build your firm’s brain.
One structured layer of entities, records and your own custom objects, that every app and every agent then runs on.
Structured once, shared everywhere.
A foundation, then your custom objects, then the apps and agents you configure on top.
- 01A foundational ontologyStandard entities and records, structured once and shared across your firm.
- 02Custom objects, your wayDefine and bring in whatever the use case needs, from rent rolls to cap tables.
- 03Apps & agents, configuredPersistent apps and automated agents, built on top and tuned to how you work.
Where expertise meets execution
Consultant, builder, and technologist in one.
Consultants hand you a roadmap but won’t own the build. Vendors ship tools but don’t know how your business runs. Neither owns the outcome, or drives the change that makes it stick.
Held to the standard your firm is
Enterprise-grade security, independently attested.
Your team’s intelligence.
Finally working together.
See how DealSage helps investment teams capture knowledge, automate workflows, and make better decisions.
Schedule a callFrequently
Asked Questions
Is DealSage just another AI chatbot?
No. DealSage creates a persistent intelligence layer for your firm by connecting emails, calls, documents, CRM records, and deal activity into one system. AI agents can then operate using your firm’s complete context rather than a single conversation.
Why not use Claude or ChatGPT?
You can, and DealSage routes to them. The difference is context: a chat starts blank every time, while DealSage gives the model your firm’s full, structured history, so answers are grounded in your deals rather than the public internet.
What does it mean to become an AI-native investment firm?
Your firm’s knowledge is structured once and every workflow runs on top of it, so agents can screen, diligence, and report with the same context your best people carry in their heads.
What types of firms use DealSage?
Private equity, venture capital, investment banks, corporate development teams, and the portfolio companies they back. Anyone whose edge depends on turning scattered deal knowledge into decisions.
How is our data protected?
Your data lives in your own tenant, encrypted in transit and at rest, with row-level access controls and SOC 2 Type II attestation. It is never used to train third-party models.