What people are writing and saying.

Pluris

How one PE firm clawed back 40 hours a month with AI

An independently published case study on a DealSage deployment: portfolio P&Ls in every format, reconciled into one standard automatically.

“The firm moved from a reactive posture, only getting involved when something was on fire, to a proactive one with no surprises.”

Financial News (Dow Jones)

Meet the former bankers switching to AI: 'We have lived the problem'

Paul Clarke's Financial News feature on ex-bankers building AI for the deal business, for which Harry Ratcliff was interviewed.

Industry landscape report by Massimo Bellino (LinkedIn)

Start-ups Developing AI Solutions for IB and PE

DealSage featured in a landscape overview of selected start-ups building AI for investment banking and private equity, alongside Rogo, BlueFlame and Wokelo.

iGlobal Forum · 20th Independent Sponsors Summit, Miami

AI in Action: How Investors Are Streamlining the Deal Cycle

Harry Ratcliff (Co-Founder & CEO) on the AI-in-action panel, on how investors are streamlining the deal cycle, alongside Bob Grebenc (Align Collaborate).

DealSage Review: AI for M&A Deal Management

A hands-on review of DealSage as a purpose-built AI platform for teams running multiple active M&A deals, covering pipeline management, financial data extraction and deal analysis.

“It's clearly designed for a specific niche of professionals managing multiple active M&A deals, and it delivers.”

This review reflects DealSage as of October 2025. The platform has evolved considerably since.