How it works

AI handles extraction. Your team handles judgment.

DealPulse reads what AI reads best: documents, financials, market data. Your investment team stays in control of every decision.

Your analysts spend most of their time on data entry

Before and after

Without DealPulse

With DealPulse

Without DealPulse
Analyst manually transcribes financial line items
With DealPulse
DealPulse extracts and classifies financials — analyst reviews and confirms
Without DealPulse
VP assembles market data from 5 sources
With DealPulse
AI generates submarket brief with live data
Without DealPulse
Deals tracked across email and 3 spreadsheets
With DealPulse
One pipeline, one source of truth
Without DealPulse
Broker relationships in personal contacts
With DealPulse
Shared CRM with full deal history
Without DealPulse
IC memos and pitch decks rebuilt deal-by-deal in your firm's template
With DealPulse
AI-drafted IC memos and pitch decks rendered in your firm's template
Without DealPulse
Documents scattered across email, drives, and broker portals
With DealPulse
One deal room per asset, with documents auto-filed by type

Export: Excel export with custom named ranges plugs into existing models
Judgment: Your team's financial assumptions and judgment stay in their trusted environment
Transparency: No black-box valuations. Full transparency on every extracted data point.

Every AI output can be reviewed, edited, or rejected, with full transparency on AI usage across your firm.

Analysts: Screen deals instead of transcribing them; Time previously spent transcribing financials and reconciling broker spreadsheets goes back into evaluating opportunities. Your bench produces more screens, not more data entry.
Principals: Walk into IC with full deal context; Every deal carries its own document room, market brief, and cited findings. No more "we will get back to you on that" — the answer is one click away during the meeting.
Pipeline: Stays current, so the team closes faster; Stakeholders, follow-ups, and deal stages stay synced across the team. Nothing falls through the cracks because the next-step is always visible to the right person.

See how DealPulse works alongside your existing workflow.