A selection of our clients
One intelligence warehouse to power your dealmaking
Integrate all internal and external data sources into a living, learning context engine built to optimize dealmaking and drive sustained competitive advantage for your firm.
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Helping tech leadership get data in the fast lane
This purpose-built data engine pulls together your entire market and proprietary data ecosystem, enabling Frontier LLMs to surface the best opportunities for your business. Connected and embedded within your existing tech stack in 6 weeks.
Deal teams: From origination to value creation
Empower sourcing teams with automated specific target opportunities, market monitoring insights to reach out, and at-a-glance company reports or pre-meeting briefs to ensure you're prepared throughout the deal cycle.
Connecting the unconnected in dealmaking
Unifying the data, intelligence, and signals that exist for private markets firms, and transforming it into deals.
Finally, a platform your firm can truly customize
Deal Engine is offered as a white-labelled solution, resulting in faster onboarding, adoption, brand alignment and organizational buy-in.
Find more net new deals for your firm
Codify your strategy, track the market and increase relevance. Deal Engine delivers always-on agentic AI intelligence that continuously monitors your entire investable universe — specified by your thesis — and surfaces high-fit targets.
Unify data, unlock insights
White-label the technology and make your Deal Engine entirely yours. Deal Engine brings together proprietary, third-party, and public data into a single connected layer, transforming information into actionable intelligence.
Power up instead of piling on
Optimize your data spend and unlock the value in your CRM and internal documents. Deal Engine enriches your CRM with structured, intelligent data without adding clutter, complimenting your existing tech stack instead of complicating it.
Build the gen AI-enabled firm of tomorrow
Fuel your AI roadmap with an integrated agentic AI intelligence layer. Accumulate and train your firm’s own proprietary dealmaking engine, built to evolve with your strategy and scale firm-wide tech-readiness.
Why senior bankers get generic answers from AI (and how to fix it)
Most senior investment bankers are using AI. Not experimentally, not reluctantly. They are using it to draft, to reason through complex situations, to prepare for client conversations, and to pressure-test their own thinking. The tools are genuinely useful.
The case for the data layer: the part of AI most firms forget to build
This is the second in a three-part series. Start here: Where does proprietary value live in a frontier AI world?
The intelligence warehouse: why the best M&A advice starts before the mandate
The best advisory relationships are built long before a mandate is signed. Partners who consistently win the most competitive deals are not necessarily the ones with the largest networks or the most analysts. They are the ones who arrive at a conversation already knowing what is happening in a client's sector, which buyers are active, and what the market is likely to do next.
Leading North American PE firm adopts Deal Engine for deal sourcing
Leading North American private equity firm with $12B+ in assets under management begins onboarding Deal Engine to support systematic deal sourcing, pipeline monitoring, and AI readiness.