Proof, on real deals.
How investment teams put DealSage on their own stack, and what changed. Every number below comes from a live engagement.
105 deals in 60 days, from 15 hours each to under one
A fund backing entrepreneurs to acquire small businesses cut per-deal review from 10 to 15 hours to under one, and screened 105 deals in its first 60 days on DealSage.
A CRM that fills itself
Email and calls captured automatically into a self-updating CRM, so relationships and the reasons behind every decision stay with the firm.
From "why did we pass?" to an answer in seconds
Five years of scattered deals, drives and inboxes turned into one queryable foundation, with every answer cited back to source.
From reacting to problems to seeing them coming
Operating, billing and accounting systems reconciled into one foundation, with predictive models that flag margin and quality problems in time to act.
Messy founder financials into clean SaaS metrics
Founder financials arrived in every format imaginable. DealSage ingests all of them, consolidates each company into a single structured record, and computes the fund's SaaS metrics automatically.
Twenty carrier formats into one workflow
Twenty-plus messy carrier and agency formats, scans included, extracted and normalised into one structured view, so every deal is comparable against the rest.
How one PE firm clawed back 40 hours a month with AI
A third-party case study by Pluris on a DealSage deployment: portfolio P&Ls arriving in every format, standardised automatically, queryable in plain English, live in under four weeks.
Your team’s intelligence.
Finally working together.
See how DealSage helps investment teams capture knowledge, automate workflows, and make better decisions.
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