Your AI Deal Team. Ready in Minutes

Automate sourcing, due diligence, and portfolio monitoring. Built for PE, VC, and M&A teams.

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What Sets Us Apart

Deal teams drown in documents, spreadsheets, and manual research. You lose weeks on repetitive tasks.

DealDesk© handles the grunt work: extract red flags from data rooms, score startup fit, draft IC memos, and track portfolio KPIs.

Role‑Based Chat Agents

Select your role (PE Associate, VC Analyst, IB VP) and chat with an AI trained on that persona’s typical tasks. Ask questions, review summaries, and get draft outputs.

Deliverable‑Specific Workflows

Choose from pre‑built templates: Investment Memo, Term Sheet Review, DD Question List, IC Presentation Outline. Each workflow guides you step‑by‑step.

Easy Drag & Drop Intelligence

Drag & drop PDFs, Word files, Excel sheets. The AI extracts key clauses, financial figures, and risk flags. No API or data room connection needed.

Enterprise-level Integrations

Scalable at higher tiers to meet your enterprise needs. Connect external data sources and internal integrations using agentic flows.

  • "Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others."

    Former Customer

  • "A professional team that delivers on their promises."

    Former Customer

  • "Communication was top-notch and the final outcome was even better than we imagined. A great experience all around."

    Former Customer