Built by alumni ofJ.P.MorganPalantir

We make your company
AI native.

We embed with your team, integrate your data and systems, then build the custom agents and apps that allow you to make better business decisions.

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01 · THE PROBLEM

You don’t have an AI problem.
You have a data problem.

Your data and knowledge are spread across systems and people that don’t talk to each other, limiting your ability to make better decisions.

WHERE IT SHOWS UP
01
A lack of real visibility
You have the data. You cannot see across it.
02
Data and teams that aren’t connected
CRM, ERP, finance and operations in too many tools, none speaking the same language.
03
Knowledge that lives in people’s heads
Why a decision went that way, and who to ask. Never written down.
One connected view of the whole business.
// create the visibility, then drive the change
DATA · SOURCESDisconnectedOne structured platform
OutlookExcelHubSpotNetSuitePowerPointSageQuickBooksADPSharePointSnowflakeDatabricksBox
Email
CRM
Call notes
ERP
Systems
Reports
People
DealSageDealSageOntology
02 · THE DEALSAGE ONTOLOGY

We build your company’s brain.

One connected system of software, entities and records, customized to your firm.

THE BUILDING BLOCKS
  1. 01
    A foundational ontology
    Standard entities and records, structured once and shared across your firm.
  2. 02
    Customized to your data
    Whatever your business needs, brought in and structured once, from rent rolls to cap tables.
  3. 03
    Apps and agents, configured
    Persistent apps and automated agents, built on top and tuned to how you work.
One platform. Infinite workflows.
// centralized business intelligence
How it works →
Configure the ontologyEntities, records and your custom objects
ENTITIESOBJECTSContactOrganizationOpportunityEmailsTranscriptsInvoicesOrdersContractsReportsPropertyCUSTOMRent rollCUSTOMSite visitCUSTOM
Apps & agentsThe ontology flows into either
OR
AppPersistentShareable
Margin by regionLTM
Ptf EBITDA
$142m+8%
Avg margin
21.4%
Cos
12
EBITDA by sector ($m)
AutoIndHCTechConsSvcs
AgentScheduledAutomated
When the month closesDaily · 7am
Pull actuals from every entity
Reconcile against plan
Draft the variance commentary
→posts the pack & notifies finance
03 · How we work

Weeks, not months.

We embed with your team and build alongside you.

  1. Scope

    Step 1

    We talk to everyone on your team and uncover the bottlenecks.

    The bottlenecks worth fixing

  2. Quantify

    Step 2

    We quantify the value: what it lifts, what it saves the team, and the opportunity it opens.

    A business case you have signed off

  3. Build

    Step 3

    We build the data model underneath, reconciling every source, then the agents and apps on top.

    One source of truth, with working agents and apps

  4. Implement

    Step 4

    We train and implement alongside you, so it fits your workflows and the value shows up.

    Decisions that changed
An implementation partner.
// consultant · builder · technologist, in one embedded team
Why DealSage →
ConsultingBUSINESS JUDGMENTTechnologyTHE PLATFORMImplementationENGINEERS WHO BUILD
04 · Who we serve

Companies and the investors behind them

Start on either side. The model connects both.

A production floor
Operating businessesEvery system the business runs on, in one live view.Finance · Operations · Revenue · HR · Supply chain · Service→
A city financial district
Financial servicesEvery deal in one connected, customized system of record.Private Equity · Venture Capital · Investment Banking · Corp Dev→
01

What changed, and why?

See what changed and what sits behind it.

  • Budget vs actuals
  • Margin by site and region
  • Labor productivity
  • Daily cash position
  • The monthly business review, assembled
02

Where is the upside?

Spot what is being left on the table.

  • Customer and SKU profitability
  • Supplier performance
  • Pricing and discount analysis
  • Customer retention and churn
  • Freight and fulfillment costs
03

What happens next?

Connect the next decision to your actuals.

  • Demand forecasting
  • Cash flow and working capital
  • Staffing to demand
  • Inventory and reorder planning
  • Scenario planning
We specialize in strengthening the link between financial firms and their portfolio companies. Standalone works just as well.
All case studies
05 · Who you work with

Operators who have sat in your seat.

The DealSage founders
· Founders

Deals at J.P. Morgan, data platforms at Palantir, and more than a decade of putting systems to work inside businesses like yours.

Connect with us
From leading institutions
· What we believe
01
The advantage is compounding now

The companies moving decisively now are building a lead that cannot be caught.

02
Software built around your business

The buy-and-adapt era is ending. Advantage comes from software shaped to your data.

03
Understanding is everything.

Automation is nice, but better decisions start with understanding and connecting your data.

06 · Security & trust

Held to the standard your business is

SOC 2TYPE II

Enterprise-grade security, independently attested.

Visit our Trust Center ↗
SOC 2 Type II
Independently audited controls, reviewed continuously.
No training agreements
Your data is never used to train third-party models.
Row-level access controls
Permissions live in the ontology, enforced on every query.
Your data stays yours
Encrypted in transit and at rest, in your own tenant.

Your team’s intelligence.
Finally working together.

See what your own data can do once it is connected.

Schedule a call

Frequently
Asked Questions

Is DealSage only a chatbot interface?

No. Chat is a limited way to work. DealSage builds the apps, dashboards and agents a team relies on day to day, on a persistent, structured intelligence layer built from your own systems, records and the knowledge in people’s heads. Chat is one way in, and the least of it.

Why not use Claude or ChatGPT?

Claude, ChatGPT, Gemini and the other reasoning models are one commoditized piece of this. What you run them on makes the difference. DealSage connects your systems, your records and what your people know into one structure, builds the data model so everything reconciles, and then lets agents understand and reason across the whole of it.

How do we know we can trust what it tells us?

Every figure carries its source, so you can open the record, page or cell it came from. Calculations run in code, never in the language model. Validation rules flag anything that does not tie out before it reaches you.

Is DealSage software, consulting, or what exactly?

Both, delivered as one. Custom software no longer has to bend to whatever a vendor shipped. You can now bring your own data together and see things you could not before. To get there we talk to your team, map how the work runs, justify the return, and build the data model so everything is consistent and clear. The platform gives you speed, the team gives you fit.

We already have an ERP and a system of record. Do we have to rip them out?

No. DealSage connects to what you already run. You have the option to move some systems of record into DealSage over time, and it is never a prerequisite.

How does a security and compliance review work?

We usually move in parallel with your IT and compliance review rather than waiting for it to finish. We are SOC 2 audited, and your security team can self-serve the review at our Trust Center, where the report is available under NDA along with our policies and control detail. We answer your questionnaire directly too. The earlier your security team is looped in, the less it delays the build.

Visit the Trust Center ↗
How is our data protected?

Your data lives in your own tenant, encrypted in transit and at rest, with row-level access controls and SOC 2 Type II attestation. It is never used to train third-party models. Our Trust Center has the full picture: live control monitoring, policies, and the audit report under NDA.

Visit the Trust Center ↗
Who is DealSage for?

DealSage is AI implementation for mid-market companies and the firms that back them. We specialize in private equity backed businesses, and in strengthening the link between the investment firm and its portfolio companies. Either side works with us on its own.