Capture
Emails, calls, financial models, data rooms and documents flow in from your existing tools. Nothing is left behind.
Built by alumni of
Your AI is only as good as your data
Every email, note, call and document turns into a shared intelligence foundation, and runs the agents your team works alongside with.
The problem
Fragmented data isn't an inconvenience. It's an institutional blind spot.
Critical deal information lives in too many places. Context is lost. Decisions get delayed. Opportunities slip.
19+
Tools used on average, per investment team
2.5hrs
Spent daily searching for information
30%
Time lost to manual data work
One ontology. Infinite workflows.
Structure your firm's information once inside a finance-native knowledge base. Then build any workflow, agent or analysis on top of it — without re-ingesting data.
YOUR DEAL DATASET
Every deal
doc
model
decision
CLAUDE via MCP
Structured deal ontology connected via MCP.
How DealSage works
Structure
Documents become typed entities — companies, people, deals, and financial data — with verified attributes and relationships.
Connect
Relationships are continuously mapped. Deals connect to people, companies, documents, models and prior transactions.
Execute
Agents, copilots and automated workflows operate on top of structured knowledge. Outputs are verifiable and grounded.
Where DealSage sits
the analyst - interchangeable
via MCP
Claude
Frontier models
▲ Structured context up
•
▼ Queries down
system of record - permanent
DealSage
Persistent deal graph
Standing views
Firm workflows
▲ Captured & structured
your sources
Email
CRM
Data rooms
Models
Notes
Chat tools collapse this stack into a sealed box and lock you to their model. DealSage keeps the layers open. And keeps the one that matters.
Not another chat window
We're not the chatbot. We're the system of record it reads.
AI chat tools for finance answer a question, then forget. Their model, their window, their walled garden — and a blank slate every session. DealSage sits a layer down: the system of record for everything your firm knows, structured so whichever frontier model is best can actually use it.
- Every document, email and model is structured into verified, typed entities before any AI touches it.
- Institutional memory compounds. Each deal enriches the next. Knowledge is permanent, not ephemeral.
- Every AI output is grounded in source data and auditable. Finance teams can trust the results.
Built for every seat around a deal.
Private Equity
Deal Origination & Portfolio- Deal screening & scoring
- IC memo preparation
- Portfolio monitoring
- Buyer list generation
Investment Banking
Process & Execution- CIM workflow automation
- Buyer discovery & profiling
- CRM automation
- Data room analysis
Corporate Development
Pipeline & Market- Pipeline management
- Data room review
- Market mapping
- Integration tracking
Portfolio Companies
Operations & Reporting- KPI tracking & dashboards
- Sales cube analysis
- Board reporting
- Operational benchmarks
Founded by a team that’s been in your seat.
We built DealSage because we spent years manually recreating context that should have been structured from day one.
Learn more
From leading institutions
Securing the future of finance,
enterprise-grade security,
third-party certified.
No training agreements.
Encrypted everywhere.
Private data stays private.
Regularly audited and tested.
Built-in modern security standards.
Enterprise-grade security SOC Type II
Frequently
Asked Question
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.
Standalone chat windows start from a blank slate every session and lock your workflow inside a single vendor's walled garden.
DealSage sits a layer below as your permanent system of record — structuring every CIM, financial model, email, and call into verified entities so Claude, ChatGPT, or any frontier model can query your firm's complete institutional memory via MCP.
An AI-native firm captures and structures its deal context once inside a finance-native ontology rather than scattering critical knowledge across 19+ disconnected tools.
Every new transaction, data room, and management presentation compounds your institutional knowledge, allowing AI agents and deal teams to run screening, IC memos, and portfolio monitoring automatically.
DealSage is purpose-built for every seat around a deal: Private Equity firms (deal screening, IC memo preparation, portfolio monitoring), Investment Banks (CIM automation, buyer discovery, data room analysis), Corporate Development teams (pipeline management, market mapping, integration tracking), and Portfolio Companies (KPI dashboards, sales cube analysis, board reporting).
DealSage is AICPA SOC 2 Type II certified and enforces strict zero-training agreements so your firm's data never trains external AI models. All data is encrypted in transit and at rest, isolated in dedicated tenant environments, and continuously audited by third-party security specialists.