THE PLATFORM

From raw context to your firm’s brain.

DealSage captures everything your firm knows, structures it into one living ontology, and turns it into the agents and apps your team runs every day.

Schedule a callHow we deploy →
01CAPTURE & INGEST

A magnet for everything your firm knows.

Emails, calendars, transcripts, drives, decks, models and notes. DealSage draws every source in and keeps it flowing, continuously.

  • Continuous sync, not one-off exports
  • Standard connectors plus bespoke pipelines
  • Replaces the tools you’ve outgrown
Email12,480 threads
Calendar3,210 events
Transcripts880 calls
Drives24,600 files
Decks & models5,140 files
Notes1,920 notes
DealSageCAPTURE
02CONFIGURE YOUR ONTOLOGY

It structures into your firm’s brain.

Every object, term and relationship that matters to your firm. Defined once, in your nomenclature, into one connected model.

  • Objects in your own terms
  • Relationships made explicit
  • Every value traced to source
Your ontologystandard + custom
03BUILD ON THE FOUNDATION

One foundation, two ways to build.

The same ontology splits into two paths. Agents that run your work, and apps that show you the picture.

  • Multi-step, event-driven workflows
  • Scheduled and automated jobs
  • Persistent, shareable dashboards
Your ontology
Agent
When a deal updatestrigger
↓
Run diligence agent
scheduledautomated
App
Portfolio EBITDA by sector
persistentshareable
WHY IT MATTERS

AI only works on a connected foundation.

Point an LLM at scattered tools and it guesses with confidence. The foundation is what turns raw context into answers you can put in front of an IC.

  1. Context beats cleverness
    The best model still can’t reason over data it can’t see. One layer makes your whole firm legible to every agent.
  2. Precision, not brute force
    A structured ontology fetches the few facts that matter, not a haystack. Faster answers, lower token cost, fewer hallucinations.
  3. The whole beats the parts
    Linked entities let one question cross deals, documents and people. Siloed tools can never answer what lives between them.
ACCESS

Reach it however you work.

One brain, three surfaces. It meets your team where they already are, no new tab required.

Pipeline snapshot Inbox2 of 9
HR
Harry RatcliffWed, 1:47 PM

Hi DealSage, quick pipeline snapshot please, plus the EBITDA on Luxe Radiance?

D
DealSage AgentWed, 1:49 PM

Pipeline (63 deals). New 43 · Diligence 3 · LOI 2.
Luxe Radiance: $154M rev / $24M EBITDA CIM p.12

Just email it

CC the DealSage agent on any thread. It replies with cited, firm-aware answers and drafts the follow-up.

fx=DS("Project Alpine","EBITDA")
ABC
1MetricValueSource
2Revenue$86.4MQ3_CIM.pdf
3EBITDA$14.2MQ3_CIM.pdf · p.18
4Margin16.4%derived

Live in your models

Pull sourced figures straight into Excel. Every number traces back to the document it came from.

✳Hi Harry

Ashbourne Capital want premium skincare above $20M revenue with 60%+ DTC. Flag matching deals in my pipeline.

+Claude ▾
DealSageDriveGmail

Bring your own LLM

Connect over MCP so Claude, ChatGPT or your model of choice can query your whole knowledge base.

WHY DEALSAGE

Value in weeks, not quarters.

01

Speed to value

The platform is already built. You go from raw data to working agents in days, not quarters.

DealSage
live · wk 2
Build in-house
still hiring · Q3
W2Q1Q2Q3
02

Smart LLM routing

Every task runs on the right model for capability and cost. No overpaying for simple work.

03

Consolidate your stack

One platform replaces the patchwork of point tools your firm has outgrown.

CRMDeal trackerNotes wikiBI tool
DealSage
DEPLOYMENT

Runs where your data has to live.

Fully managed, inside your own cloud account, or entirely on your own infrastructure. The same platform, deployed to your firm’s security posture.

FASTEST TO VALUE

DealSage Cloud

Fully managed and SOC 2 Type II. Multi-tenant to start fast, or an isolated single-tenant instance. Nothing to run either way.

Multi- or single-tenantManaged updates
YOUR ACCOUNT

In your private cloud

Deployed into your own AWS, Azure or GCP account. Your VPC, your keys, your network controls.

BYO cloudYour keys (BYOK)
MOST CONTROL

On-premise

Runs inside your own data center with locally hosted models. Data never leaves your walls.

Local modelsAir-gap ready
SECURITY, PRIVACY & CONTROL

Built for the standard your firm is held to.

Granular control over who sees what, how models are used, and where your data lives.

Granular access controls
Role- and team-based permissions across every object, down to the field.
Smart LLM routing
Each task routed to the right model for capability and cost.
Locally hosted models
For the most sensitive workflows, run fully on-prem or in your VPC.
SOC 2 Type II
Independently audited controls, encrypted in transit and at rest, reviewed continuously.
Full audit trail
Every action, query and answer logged and traceable to its source.
Your data, isolated
Never used to train shared or third-party models. Your knowledge stays yours.

Policies, live control monitoring, and the SOC 2 report under NDA:visit our Trust Center ↗

Your team’s intelligence.
Finally working together.

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

Schedule a call