DealSage is a deal intelligence platform that structures CIM data, benchmarks deals against historical repositories, and generates investment memos.
Deal intelligence platform that structures CIM data, benchmarks deals against historical repositories, automates financial reconciliation, and generates investment memos — building compounding institutional knowledge with every deal.
Key Features
Auto-extraction of data tables & financials from CIMs
Benchmark deals against internal repository of past transactions
Financial reconciliation & QoE analysis
AI-powered deal scoring against custom rubrics
Investment memo & document generation
AI Capabilities
Autonomous DealSage Agent executes multi-step M&A workflows; AI extracts and structures deal data, scores opportunities, reconciles financials, and generates memos.
Integrations
QuickBooks (P&L reconciliation); export to Word, Excel, PowerPoint
What sets it apart
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Compounding intelligence model
every processed deal enriches the institutional deal repository
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Financial model and working capital analysis built-in; not just document chat
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Founded by ex-J.P. Morgan banker and ex-Palantir executive
Key Facts
- Category
- Due Diligence
- Founded
- 2025
- Pricing
- Subscription
- Deal Stage
- Transaction
- Target Market
- PE, Family Office, Corp Dev, Search Funds, M&A Advisors
