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★ 4.4Luxe Radiance
★ 3.5Botanical Beauty
Apex Precision Industries
★ 2.2Cascade Medical Group
★ 4.5Summit Enterprises
Built by alumni of
We make financial
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.
01 · Who we serve
Built for every seat at the table
One worked example per seat below. Behind each sits a full library of agents and apps, configured to how your firm runs.
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 the firm’s institutional knowledge.
- 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.
- The fund’s institutional memory, working on every new deal.
- Every figure pulled from the data room, cited.
Institutional knowledge,
captured deal by deal.
Bankers move on and deals close, and what the firm learned usually leaves with them. DealSage captures every deal, contact and relationship into one store the whole team can query.
- Every mandate, pitch and outcome kept as institutional knowledge.
- Every past touch with every buyer, across the whole team.
- The book drafted from your own precedents, 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.
- Institutional knowledge of every target screened, kept when the team changes.
- Overlap with the portfolio, flagged early.
- The shortlist assembled with sources.
Understand your data.
Then see what’s coming.
DealSage unifies the data scattered across your systems, shows where margin is made and lost, and runs predictive analytics on top, so you can forecast where the business is going, not just report where it has been.
- Every system connected, one live view of the business.
- Where margin is made and lost, down to the dollar.
- Predictive analytics that forecast next month before it lands.
02 · THE PROBLEM
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.
WHERE IT SHOWS UP
01
A bloated tech stack
Six tools, none speaking the same language.
02
Data that isn’t connected
Emails, models, and memos siloed across folders.
03
Expensive to query
Answers cost humans hours and agents tokens.
One structured layer, and the patchwork retires.
// the same sources, now finance-native and connected
DATA · SOURCESDisconnectedOne structured layer
Email
CRM
Call notes
Models
Data room
Memos
DealSageOntology03 · THE DEALSAGE ONTOLOGY
We 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.
THE BUILDING BLOCKS
Structured once, shared everywhere.
A foundation for 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.
One ontology. Infinite workflows.
// consolidate your stack into an experience built around your firm
Configure the ontologyEntities, records and your custom objects
Apps & agentsThe ontology flows into either
OR
App
Portfolio EBITDA by sectorLTM
Ptf EBITDA
$142m+8%
Avg margin
21.4%
Cos
12
EBITDA by sector ($m)
AutoIndHCTechConsSvcs
Agent
When a deal updatesDaily · 7am
Pull latest financials
Reconcile EBITDA adjustments
Draft IC update memo
→posts to the deal & notifies the team
04 · Why DealSage
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.
We are all three.
// consultant · builder · technologist, in one team
05 · Security & trust
Held to the standard your firm is
SOC 2 Type II
Independently audited controls, reviewed continuously.
No training agreements
Your data is never used to train third-party models.
Row-level access controls
Permissions live in the ontology, enforced on every query.
Your data stays yours
Encrypted in transit and at rest, in your own tenant.
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.
How do you make sure the numbers are actually right?
Maths never runs through the language model. Every calculation goes through a code interpreter, and every extracted figure carries a citation back to the page or cell it came from, so you can check it in seconds rather than re-derive it. Validation checks flag anything that does not tie out before it reaches you.
Is DealSage self-serve software or a consulting engagement?
Both, and you pick the mix. DealSage ships with pre-configured capabilities out of the box, so speed to value is fast. From there we can configure and build on top for your firm’s specific needs, going as deep as you want with consulting and implementation. Whichever path you take, we design and build it with you.
We already have a CRM. Do we have to rip it out?
No. We connect to what you have and you migrate at your own pace, if at all. For most CRMs we keep your existing interface running while the underlying data flows into DealSage, so nothing changes for the team day to day until you decide to switch.
How does a security and compliance review work?
We usually move in parallel with your IT and compliance review rather than waiting for it to finish. We are SOC 2 audited, and your security team can self-serve the review at our Trust Center, where the report is available under NDA along with our policies and control detail. We answer your questionnaire directly too. The earlier your security team is looped in, the less it delays the build.
Visit the Trust Center ↗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. Our Trust Center has the full picture: live control monitoring, policies, and the audit report under NDA.
Visit the Trust Center ↗Which AI models does DealSage run on? Can we use our own?
We are not tied to one model. DealSage uses smart routing, so each task runs on the model best suited to it, and we are always updating to the latest and greatest, including open-source alternatives. You can configure which models the platform uses yourself, and if you would rather run through your own Claude or OpenAI enterprise agreement, plug in your API key and usage runs through your account.
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.