Deal & Document Screening
Automated screening of CIMs, fund decks, and pitch materials. Extracts structured data, evaluates against your criteria, and surfaces what matters in seconds.
Custom AI workflows for financial services.
We design and build tailored AI tools for private equity, venture capital, growth equity, investment banking, and private wealth management firms. Every engagement is scoped to your firm's workflow.
Book a DemoWhat We Build
Tools shaped around your firm.
We don't ship one-size-fits-all software. Every tool we build is tailored to your firm's investment criteria, document templates, and workflow conventions.
Memo & Report Generation
Investment memos, allocation memos, and diligence reports generated directly from screened data. Output matches your firm's templates and house style.
Custom Workflows
Bespoke tools built for the specific friction your team faces. Built fast, deployed quickly, refined alongside your team.
How We Work
Built fast, built for your firm.
1
Scope
30-minute call to understand your firm's workflow, target sectors, and existing tools. We identify the highest-leverage build.
2
Build
We ship the tool in 2–4 weeks, configured to your templates, criteria, and output format. You see working software, not slides.
3
Iterate
Live deployment with weekly check-ins. We refine until it matches how your team actually works.
Built For
Trusted across financial services.
- Private Equity
- Venture Capital
- Growth Equity
- Investment Banking
- Private Wealth Management