HOW WE ENGAGE

We don’t sell software. We make you AI-native.

An AI implementation partner for investment firms: the judgment to find where AI is genuinely worth it, the depth to build it, and the accountability to own the result. Every firm is unique, and so we treat it that way.

Schedule a callBuild, buy, or both →
01 · Who you work with

Three roles in one.

Consultants give you a roadmap but won’t own the build. Vendors ship tools but don’t run your firm. Neither takes accountability. We are all three.

ConsultantUnderstands your problems

The judgment to find where AI is genuinely worth it, including the problems you can’t yet see.

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TechnologistBuilds the software

The depth to build the models, tools and agents on your own data, in your house style.

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ImplementationMakes it take effect

The accountability to embed it in the daily workflow until it drives real change.

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One teamDealSage · we are all three

The judgment, the build, and the accountability to own the result, in one embedded team.

02 · Build vs buy

Build, buy, or both.

Build buys control at the cost of time. Buy buys speed at the cost of fit. DealSage is both: a pre-configured platform, plus a team that builds on it as deep as you need.

Build internallyBuy off the shelfBuild + BuyDealSage
Time to live6–12 monthsWeeksDays
Fit to your workflowExact, if you finish itGenericCustom on the platform
Engineering & upkeepYours, foreverVendorVendor
Security & complianceYour riskPlatform-levelPlatform-level
Data foundationBuild it yourselfSits on stale dataAlready built
Keeps pace with the frontierHard to chaseVendor’s pace6–12 months ahead
Key-person riskHighNoneNone

Just want the platform? We can give you access and leave it there. The engagement flexes to exactly what your firm needs.

03 · The engagement

Weeks, not months.

We scope, design, build and embed alongside you, so it lands in the daily workflow, not in a slide deck.

Start with a scoping call →
Week 1
Scope

Find the problems worth solving, including the ones you can’t see.

Weeks 2–3
Design

Shape the models, tools and agents around your workflow.

Weeks 3–6
Build

Build them on your data, in your house style.

Ongoing
Implement

Embed in the daily workflow, until it drives real change.

04 · What we deploy

A dedicated team, not a licence.

Deployed engineers

A dedicated pod of full-time-equivalent engineers, working as an extension of your team. Not a shared support queue.

Embedded with you

In your tools, your data and your standups. Close enough to move at your firm’s pace.

Built and kept running

They own it after launch, so the platform stays current as your firm and your data change.

Your team’s intelligence.
Finally working together.

See how DealSage helps investment teams capture knowledge, automate workflows, and make better decisions.

Schedule a call