Deal intelligence for investment teams
Clear, structured and consistent insights on every deal. Build institutional knowledge that compounds with each opportunity
Extract & Structure
Query & Create
Compare & Compound
Extract & Structure
Query & Create
Compare & Compound
Extract
Query
Compare
Every deal you process feeds your repository. With each opportunity, your institutional knowledge grows
Every deal you process feeds your repository. With each opportunity, your institutional knowledge grows
Every deal you process feeds your repository. With each opportunity, your institutional knowledge grows
Create your intelligence repository,
then unlock purpose-built investment workflows.
Benchmark
Instantly compare key metrics against past deals in your repository. No rebuilding comps from scratch, all fully sourced.
Generate Memos
Generate full memos and deal documents from your analyses. Export to Word, Excel, or PowerPoint.
Query and Create
More than chat. Query your deals, edit data tables on the fly, and reference specific analyses for precise answers.
Track and Store
Every deal lives in your library. Track pipeline status, log interactions, and never lose an opportunity again.
Benchmark
Instantly compare key metrics against past deals in your repository. No rebuilding comps from scratch, all fully sourced.
Generate Memos
Generate full memos and deal documents from your analyses. Export to Word, Excel, or PowerPoint.
Query and Create
More than chat. Query your deals, edit data tables on the fly, and reference specific analyses for precise answers.
Track and Store
Every deal lives in your library. Track pipeline status, log interactions, and never lose an opportunity again.
Benchmark
Instantly compare key metrics against past deals in your repository. No rebuilding comps from scratch, all fully sourced.
Generate Memos
Generate full memos and deal documents from your analyses. Export to Word, Excel, or PowerPoint.
Query and Create
More than chat. Query your deals, edit data tables on the fly, and reference specific analyses for precise answers.
Track and Store
Every deal lives in your library. Track pipeline status, log interactions, and never lose an opportunity again.
Score and Analyze
Automatically score deals against your custom rubric. Get go/no-go signals in minutes, not hours.
Reconcile & Audit
Audit CIM financials or reconcile and validate raw P&Ls and Quickbooks. Every line item categorized - build to true profitability.
Working Capital
Analyze NWC, cash conversion, DIO, DSO, DPO - automatically calculated from your balance sheets. Benchmark against industry standards
Financial Model
Quick, iterative modeling to answer one question: does this deal pencil? Full export to Excel when you're ready.
Score and Analyze
Automatically score deals against your custom rubric. Get go/no-go signals in minutes, not hours.
Reconcile & Audit
Audit CIM financials or reconcile and validate raw P&Ls and Quickbooks. Every line item categorized - build to true profitability.
Working Capital
Analyze NWC, cash conversion, DIO, DSO, DPO - automatically calculated from your balance sheets. Benchmark against industry standards
Financial Model
Quick, iterative modeling to answer one question: does this deal pencil? Full export to Excel when you're ready.
Score and Analyze
Automatically score deals against your custom rubric. Get go/no-go signals in minutes, not hours.
Reconcile & Audit
Audit CIM financials or reconcile and validate raw P&Ls and Quickbooks. Every line item categorized - build to true profitability.
Working Capital
Analyze NWC, cash conversion, DIO, DSO, DPO - automatically calculated from your balance sheets. Benchmark against industry standards
Financial Model
Quick, iterative modeling to answer one question: does this deal pencil? Full export to Excel when you're ready.
Every output is exportable. And if you have custom needs, our team can build a setup tailored specifically to your firm's workflows
Every output is exportable. And if you have custom needs, our team can build a setup tailored specifically to your firm's workflows
Every output is exportable. And if you have custom needs, our team can build a setup tailored specifically to your firm's workflows
Unlock capacity, improve decisions,
and start compounding your advantage.
Eliminate the grunt work
Auto-extract data tables, financials and metrics in minutes, not hours
Actions
PowerFlow CIM vF
Creating entry...
Creating entry...
Extracting assets...
Extracting assets...
Click any document to see action
Eliminate the grunt work
Auto-extract data tables, financials and metrics in minutes, not hours
Actions
PowerFlow CIM vF
Creating entry...
Creating entry...
Extracting assets...
Extracting assets...
Click any document to see action
Eliminate the grunt work
Auto-extract data tables, financials and metrics in minutes, not hours
Actions
PowerFlow CIM vF
Creating entry...
Creating entry...
Extracting assets...
Extracting assets...
Click any document to see action
Make better decisions
Query everything instantly. Spend your time finding alpha, not formatting data.
What does the @CIM say about management structure?
Searching...
Searching...
Why did gross margins decline in 2024?
Searching...
Searching...
How do EBITDA margins compare to the last 5 deals we looked at?
Make better decisions
Query everything instantly. Spend your time finding alpha, not formatting data.
What does the @CIM say about management structure?
Searching...
Searching...
Why did gross margins decline in 2024?
Searching...
Searching...
How do EBITDA margins compare to the last 5 deals we looked at?
Make better decisions
Query everything instantly. Spend your time finding alpha, not formatting data.
What does the @CIM say about management structure?
Searching...
Searching...
Why did gross margins decline in 2024?
Searching...
Searching...
How do EBITDA margins compare to the last 5 deals we looked at?
Build institutional memory
Every deal makes the next one faster. Build your compounding data asset.
Powerflow industrial supply
Industrial Supply
Beverly Hills, California
Powerflow industrial supply
Industrial Supply
Beverly Hills, California
Luxe Radiance
Luxury Skincare & Beauty
Beverly Hills, California
Build institutional memory
Every deal makes the next one faster. Build your compounding data asset.
Powerflow industrial supply
Industrial Supply
Beverly Hills, California
Powerflow industrial supply
Industrial Supply
Beverly Hills, California
Luxe Radiance
Luxury Skincare & Beauty
Beverly Hills, California
Build institutional memory
Every deal makes the next one faster. Build your compounding data asset.
Powerflow industrial supply
Industrial Supply
Beverly Hills, California
Powerflow industrial supply
Industrial Supply
Beverly Hills, California
Luxe Radiance
Luxury Skincare & Beauty
Beverly Hills, California
See the impact,
real results from teams like yours.
"Our experience with DealSage has been awesome. As a partnered team, it's been a game changer to quickly analyze and review deals together. We have dramatically refined our acquisition criteria making our process far more efficient."
Nick Houston
Managing Director, Kinra Partners
“When reviewing deals, I need to move quickly and DealSage gives me the insights I need fast. I love seeing information presented graphically helps me immensely. It's a huge help when prepping and reviewing deals with my investors”.
Megan Lawlor
Managing Director, ML Capital
"At NMC, we' re always looking to support our organization with the best technology. DealSage has meaningfully helped streamline how our internal team and our entrepreneurs evaluate opportunities - cutting down hours of manual work so they can stay focused on the deals that matter. This has been a game changer for our fund, NMC Fund I as well as for our bETA alumni”
Havell Rodrigues
CEO & Co-Founder, NMC
“I think you guys are going to win the PE platform AI race, this is amazing”
Managing Partner
Nostra Group
“I feel each and every enhancement. This is fantastic stuff”
Managing Partner
Gem Capital Partners
"Our experience with DealSage has been awesome. As a partnered team, it's been a game changer to quickly analyze and review deals together. We have dramatically refined our acquisition criteria making our process far more efficient."
Nick Houston
Managing Director, Kinra Partners
“When reviewing deals, I need to move quickly and DealSage gives me the insights I need fast. I love seeing information presented graphically helps me immensely. It's a huge help when prepping and reviewing deals with my investors”.
Megan Lawlor
Managing Director, ML Capital
"At NMC, we' re always looking to support our organization with the best technology. DealSage has meaningfully helped streamline how our internal team and our entrepreneurs evaluate opportunities - cutting down hours of manual work so they can stay focused on the deals that matter. This has been a game changer for our fund, NMC Fund I as well as for our bETA alumni”
Havell Rodrigues
CEO & Co-Founder, NMC
“I think you guys are going to win the PE platform AI race, this is amazing”
Managing Partner
Nostra Group
“I feel each and every enhancement. This is fantastic stuff”
Managing Partner
Gem Capital Partners
"Our experience with DealSage has been awesome. As a partnered team, it's been a game changer to quickly analyze and review deals together. We have dramatically refined our acquisition criteria making our process far more efficient."
Nick Houston
Managing Director, Kinra Partners
“When reviewing deals, I need to move quickly and DealSage gives me the insights I need fast. I love seeing information presented graphically helps me immensely. It's a huge help when prepping and reviewing deals with my investors”.
Megan Lawlor
Managing Director, ML Capital
"At NMC, we' re always looking to support our organization with the best technology. DealSage has meaningfully helped streamline how our internal team and our entrepreneurs evaluate opportunities - cutting down hours of manual work so they can stay focused on the deals that matter. This has been a game changer for our fund, NMC Fund I as well as for our bETA alumni”
Havell Rodrigues
CEO & Co-Founder, NMC
“I think you guys are going to win the PE platform AI race, this is amazing”
Managing Partner
Nostra Group
“I feel each and every enhancement. This is fantastic stuff”
Managing Partner
Gem Capital Partners
A team you can trust,
deep M&A and production AI expertise.
Founded by a team of investment banking and technology professionals with decades of experience
Our objective is to deliver a platform that materially improves the way we evaluate and execute transactions
Our team came from:
A team you can trust,
deep M&A and production AI expertise.
Founded by a team of investment banking and technology professionals with decades of experience
Our objective is to deliver a platform that materially improves the way we evaluate and execute transactions
Our team came from:
A team you can trust,
deep M&A and production AI expertise.
Founded by a team of investment banking and technology professionals with decades of experience
Our objective is to deliver a platform that materially improves the way we evaluate and execute transactions
Our team came from:
Securing the future of finance,
enterprise-grade security, third-party certified.
No training agreements.
No training agreements.
No training agreements.
Encrypted everywhere.
Encrypted everywhere.
Encrypted everywhere.
Private data stays private.
Private data stays private.
Private data stays private.
Regularly audited and tested.
Regularly audited and tested.
Regularly audited and tested.
Built-in modern security standards.
Built-in modern security standards.
Built-in modern security standards.
SOC 2 Pending
SOC 2 Pending
SOC 2 Pending
Purpose built,
for your workflows.
For Investment Teams:
Private Equity, Family Office, Corporate Development, M&A Advisors - Scale deal volume, centralize institutional knowledge, and streamline workflows with solutions built to match your process.
For Investment Teams:
Private Equity, Family Office, Corporate Development, M&A Advisors - Scale deal volume, centralize institutional knowledge, and streamline workflows with solutions built to match your process.
For Investment Teams:
Private Equity, Family Office, Corporate Development, M&A Advisors - Scale deal volume, centralize institutional knowledge, and streamline workflows with solutions built to match your process.
For Individual Acquirers:
Search Funds - Institutional-grade tools and automation to analyze deals faster, benchmark opportunities, and build the leverage needed to compete effectively with larger buyers.
For Individual Acquirers:
Search Funds - Institutional-grade tools and automation to analyze deals faster, benchmark opportunities, and build the leverage needed to compete effectively with larger buyers.
For Individual Acquirers:
Search Funds - Institutional-grade tools and automation to analyze deals faster, benchmark opportunities, and build the leverage needed to compete effectively with larger buyers.
Ready to transform your deal making?
Your deal intelligence platform
© 2025 DealSage. SOC 2 Certified
Ready to transform your deal making?
Your deal intelligence platform
© 2025 DealSage. SOC 2 Certified
Ready to transform your deal making?
Your deal intelligence platform
© 2025 DealSage. SOC 2 Certified