DealMind
AI-Native Assistant Platform for Private Capital Markets
Accelerate deal execution, centralize institutional knowledge, and deploy specialized AI agents across the full investment lifecycle
Core Value Proposition
DealMind compresses weeks of manual deal work into minutes, enabling investment teams to evaluate more opportunities, move faster with conviction, and improve outcomes
Increase Deal Velocity
Compress weeks of manual deal work into minutes, enabling faster evaluation and decision-making
Expand Mandate Capacity
Evaluate more opportunities without scaling headcount, maximizing team productivity
Enhance Decision Quality
Improve investment outcomes with comprehensive analysis and institutional memory
Unlocking Hidden Returns Through Speed and Intelligence
The platform is positioned around increasing deal velocity, expanding mandate capacity, and enhancing investment decision quality—framed as unlocking hidden returns through speed and intelligence.
Agent-Driven Investment Workflows
DealMind introduces AI Associates—purpose-built agents that each own a specific segment of the investment workflow and collaborate as a unified second brain for the firm
Diligence Agents
Analyze data rooms, financials, and disclosures with comprehensive due diligence automation
CIM-to-Model Agent
Convert investment materials into structured financial models automatically
CIM Analysis Agent
Extract insights, risks, and comparables from confidential information memorandums
Report Generation Agent
Produce IC memos, summaries, and updates with consistent formatting and quality
Self-Updating CRM Agent
Keep pipelines and relationships current without manual data entry
Portfolio Intelligence Agent
Monitor and analyze portfolio companies with continuous performance tracking
Custom Workflow Agents
Tailored to firm-specific processes and investment methodologies
Unified Agentic Layer & Firm Memory
DealMind provides a single conversational interface that can search, reason over, and act on the firm's entire historical corpus
Search Across Everything
Query the firm's entire historical corpus including deals, emails, documents, and research
Conversational Interface
Single interface that can reason over and act on all firm data and context
Collective Intelligence
Every user benefits from organizational memory, past deals, missed opportunities, and competitor analysis
Reduced Cognitive Load
No need to manually reconstruct context—institutional knowledge compounds over time
This dramatically reduces cognitive load and ensures institutional knowledge compounds over time instead of being lost in inboxes and files
Knowledge Activation & Automation
All data touched by the firm becomes searchable, connected, and reusable
Activate Historical Data
All emails, documents, notes, and research become searchable, connected, and reusable
Surface Relationship Paths
Discover warm connection routes to founders, executives, and intermediaries
Continuous Updates
Keep deal pipelines, portfolio data, and market intelligence always current
Rapid Conviction
Query across full historical and current context to make faster, better-informed decisions
Turn Passive Information Into Active Decision-Making Leverage
The platform turns passive information into active decision-making leverage, enabling rapid conviction by querying across full historical and current context
Customization, Deployment & Security
Enterprise-grade deployment designed for the unique requirements of private capital markets
Deep Customization
Firm-by-firm deployment with customized agents, workflows, and integrations
Flexible Pricing
Multiple models available: per-seat, per-usage, or per-agent pricing
Enterprise-Grade Security
Isolated deployments, strong encryption, secure access controls, and full data ownership
Private Market Ready
Built to meet requirements of highly sensitive private market environments
Security by Design
Security is enterprise-grade by design, with isolated deployments, strong encryption standards, secure access controls, and full data ownership retained by the client. The system is built to meet the requirements of highly sensitive private market environments.
Vision & Strategic Advantage
Transforming how investment firms operate by combining human expertise with AI-powered intelligence
Purpose-Built for Private Markets
Designed specifically for private equity, venture capital, and growth equity workflows
Agent-First Architecture
Specialized AI associates that work together as a unified second brain for the firm
Institutional Memory at Scale
Every deal, every conversation, every insight becomes searchable and actionable
Ready to Transform Your Investment Workflow?
Discover how DealMind can accelerate your deal execution, centralize institutional knowledge, and unlock hidden returns through speed and intelligence