Capabilities, Not Off-the-Shelf Products
Every system below was built for a specific firm. None are off-the-shelf. They are examples of what's possible when AI is built for your exact workflow, and your build starts with a Discovery Sprint.
For PE firms, family offices, private credit, and independent sponsors. Your data is never stored, everything runs inside your own cloud, and you own all of it. As your builds add up, the AI Operating System ties them into one governed whole.
From Sourcing to Execution
AI that accelerates every stage of the deal lifecycle.
Market & Deal Radar
AI-powered deal sourcing and market intelligence that surfaces high-fit opportunities before the competition sees them.
AI Deal Screener
Automated CIM analysis and deal scoring, designed to turn a multi-hour manual review into a focused, AI-assisted one.
Deal Execution Copilot
Due diligence acceleration and IC memo automation, designed to compress deal execution timelines.
Monitor and Govern Your Entire Portfolio
See every holding in one place, with alerts when something changes.
Spot Signals Before Your Competitors
AI that watches the market around the clock and flags what matters to your theses and your portfolio.
Public Markets Engine
AI SEC filing and earnings analysis for PE and family offices: take-private comps, public competitors of your portfolio companies, and family-office public sleeves.
Thematic Research Autopilot
AI-powered thematic research and trend tracking, designed to monitor dozens of themes at once across a wide source base.
LP Reporting That Builds Confidence
Reports your LPs trust, generated automatically from your portfolio data.
What a Build Looks Like
A mid-market buyout firm with 14 portfolio companies spends roughly three weeks each quarter compiling board packs by hand. A Custom Build connects their portfolio systems, normalizes the data, and generates board-ready materials on demand, so the team spends its time on the analysis instead of the assembly.
This is an illustrative example of the kind of outcome a build targets, not a specific client result. Your numbers come from your data and your workflow, which is exactly what a Discovery Sprint establishes.
- Built for your exact workflow
- Deployed in your own cloud
- Zero data retention
- Full IP ownership
Built for Institutional Security Requirements
Zero Data Retention
Your data is never stored or used to train AI models. Everything runs inside your infrastructure.
Full IP Ownership
You own every model, every configuration, every output. No vendor lock-in. Full audit trails and access controls.
Enterprise-Grade Architecture
SOC 2 compliant, deployed within your cloud environment. Meets institutional compliance and regulatory requirements.
Start with a Discovery Sprint
$30K fixed fee. 2-3 weeks. We map your workflows, find your highest-impact AI opportunity, and deliver a blueprint you can build from.
100% of the Discovery Sprint fee credits toward your first build engagement.