# DealSage

> DealSage makes your company AI native. It is a custom software and AI implementation partner for mid-market companies of any type. It brings a company's data, decisions and operations into one model of the business, then puts AI to work inside it: workflows, agents and custom apps that run in the team's existing tools. Forward-deployed engineers stay embedded until the work runs in production, so the company decides better and acts faster.

DealSage is a platform and a partnership at once (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 ontology built around your business, and build apps and agents on top. Reach it by email, an Excel plugin, or MCP from any LLM.
- [Why DealSage](https://dealsage.ai/why-dealsage): The engagement. A pod of consultant, technologist and builder embeds with your team, scopes and quantifies the work, builds on your data, and stays through implementation.
- Security: SOC 2 Type II. Deploy in DealSage Cloud, your private cloud or VPC, or on premise. Your data is never used to train third-party models.

## Who it is for
- Mid-market companies in any industry, across finance, operations, revenue, HR, supply chain and customer service.
- Financial services is one market among several: private equity, venture capital, investment banking and corporate development, including the link between an investment firm and its portfolio companies. Index at [Solutions](https://dealsage.ai/solutions).

## Solutions by seat
- [Operating businesses](https://dealsage.ai/solutions/operating-businesses)
- [Financial services](https://dealsage.ai/solutions/financial-services)

## Comparisons
- [DealSage vs ChatGPT and Claude](https://dealsage.ai/compare/dealsage-vs-chatgpt-and-claude): general assistants are personal tools, DealSage is the company layer they plug into.
- [DealSage vs financial AI apps](https://dealsage.ai/compare/dealsage-vs-financial-ai-apps): configurable products against a build shaped to your firm.

## 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.

## Reading
- [Guides](https://dealsage.ai/guides): how deal teams and operators put AI agents to work.
- [Case studies](https://dealsage.ai/case-studies): what was built and what changed.
- [Blog](https://dealsage.ai/blog): on becoming AI native.
- [Press](https://dealsage.ai/press): independent coverage.

## Contact
- Book a call: https://dealsage.ai/contact