From raw context to your company’s brain.
DealSage captures everything the business knows, structures it into one living ontology, and turns it into the agents and apps your team runs every day.
A magnet for everything the business knows.
Email, your ERP, CRM and payroll, transcripts, drives and spreadsheets. DealSage draws every source in and keeps it flowing, continuously.
- Continuous sync, not one-off exports
- Standard connectors plus bespoke pipelines
- Replaces the legacy software you’ve outgrown, the CRM included
DealSageCAPTUREIt structures into one company brain.
Customers, sites, suppliers, employees, deals and every document around them. Each object and relationship defined once, in your own words.
- Objects in your own terms
- Relationships made explicit
- Every value traced to source
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
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.
- Context beats clevernessThe best model still can’t reason over data it can’t see. One layer makes your whole firm legible to every agent.
- Precision, not brute forceA structured ontology fetches the few facts that matter, not a haystack. Faster answers, lower token cost, fewer hallucinations.
- The whole beats the partsLinked entities let one question cross deals, documents and people. Siloed tools can never answer what lives between them.
Reach it however you work.
One brain, three surfaces. It meets your team where they already are, no new tab required.
Hi DealSage, quick pipeline snapshot please, plus the EBITDA on Luxe Radiance?
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.
=DS("Project Alpine","EBITDA")Live in your spreadsheets
The Excel plugin links cells straight to your data model. Every figure refreshes on open and carries its source.
Ashbourne Capital want premium skincare above $20M revenue with 60%+ DTC. Flag matching deals in my pipeline.
Bring your own LLM
Connect over MCP so Claude, ChatGPT or your model of choice can query your whole knowledge base.
Value in weeks, not quarters.
Speed to value
The platform is already built. You go from raw data to working agents in days, not quarters.
Smart LLM routing
Every task runs on the right model for capability and cost. No overpaying for simple work.
Replace the legacy software
The CRM, the tracking spreadsheets and the point tools your firm has outgrown, replaced by one connected system of record.
DealSageBuilt for the standard your firm is held to.
Granular control over who sees what, how models are used, and where your data lives.
Policies, live control monitoring, and the SOC 2 report under NDA:visit our Trust Center ↗
Your team’s intelligence.
Finally working together.
See what your own data can do once it is connected.
Schedule a call