Due Diligence AI-powered

DealSage

United States

DealSage is a deal intelligence platform that structures CIM data, benchmarks deals against historical repositories, and generates investment memos.

Key features

  • Auto-extraction of data tables & financials from CIMs
  • Benchmark deals against internal repository of past transactions
  • Financial reconciliation & QoE analysis
  • AI-powered deal scoring against custom rubrics
  • Investment memo & document generation

AI capabilities

Autonomous DealSage Agent executes multi-step M&A workflows; AI extracts and structures deal data, scores opportunities, reconciles financials, and generates memos.

Integrations

  • QuickBooks (P&L reconciliation)
  • export to Word, Excel, PowerPoint

More information

Deal intelligence platform that structures CIM data, benchmarks deals against historical repositories, automates financial reconciliation, and generates investment memos — building compounding institutional knowledge with every deal.

What Makes DealSage Different

Key differentiators highlighted by the vendor.

  1. Compounding intelligence model — every processed deal enriches the institutional deal repository
  2. Financial model and working capital analysis built-in; not just document chat
  3. Founded by ex-J.P. Morgan banker and ex-Palantir executive

Key facts

Year founded
2025
Pricing
Subscription
Deal stage
Diligence
Target market
PE · Family Office · Corp Dev · Search Funds · M&A Advisors

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