# DealSage > DealSage is an AI implementation partner for investment firms. It captures everything a firm knows into one structured ontology, then builds the apps and agents that run on it, to make the firm AI-native. DealSage is both a platform and a partnership (the "build + buy" third path): the security and speed of buying software, with the data foundation and embedded team of building it. ## How it works - [Platform](https://dealsage.ai/platform): Capture every source, structure it into one finance-native ontology, and build apps and agents on top. Reach it by email, an Excel plugin, or MCP from any LLM. - [How we engage](https://dealsage.ai/how-we-engage): We embed as a dedicated team (consultant + technologist + implementation in one), scope, design, build and implement in weeks, and own the outcome. - Security: SOC 2 Type II; deploy in DealSage Cloud, your private cloud/VPC, or on-premise. Your data is never used to train shared models. ## Solutions (by seat) - [Private Equity](https://dealsage.ai/solutions/private-equity) - [Venture Capital](https://dealsage.ai/solutions/venture-capital) - [Investment Banking](https://dealsage.ai/solutions/investment-banking) - [Corporate Development](https://dealsage.ai/solutions/corporate-development) - [Portfolio Company](https://dealsage.ai/solutions/portfolio-company) ## Why it matters AI only works on a connected foundation: agents can only reason over data they can reach; a structured ontology retrieves the few facts that matter (fewer tokens, fewer hallucinations); and linked data answers questions that cross silos. ## Contact - Book a call: https://dealsage.ai/contact