A deal-operations platform for investment firms
One deal spine.
Four surfaces.
Every fact traceable.
Diligence, pipeline, document review, and relationships usually live in four disconnected tools that quietly re-implement the same deal. Here they are views onto a single identity model — one company, one deal, one contact, everywhere — and nothing is asserted that you cannot click through to its source.
The demo is Meridian Capital — a fictional firm with illustrative deals on real public companies. No login required.
Diligence
Type a ticker, watch a memo assemble from SEC filings — every number linking back to the filing it came from.
Pipeline
A board of deals by stage, with totals, notes, and an append-only changelog. Stages are your configuration, not our opinion.
Document review & repository
Review documents against your own criteria; query every deal you've ever done. Every finding and value anchors to a verbatim quote.
Relationships
Paste an email, get the contact, their company, open deals, and the history — no mailbox access required.
How your data is isolated
Structural tenancy
Every record lives under your workspace, enforced in database security rules — not in application queries.
Server-set identity
Your workspace ID is a signed server-side claim on your account. It is never accepted from the client.
Proven, not promised
The isolation rules ship with an automated test suite proving one workspace cannot read another.
Your firm's playbook stays yours.
Review criteria, extraction schemas, and pipeline stages are all authored in your workspace, empty by default. The engine is the product; the opinions are yours. White-label branding available for firm deployments.