Deal Advisor
A chat-first diligence workbench with persistent memory. It keeps the structured deal profile, captures durable context from discussion, and leaves unresolved issues visible as open questions rather than letting them vanish into chat history.
Deal Advisor helps investment professionals reason through diligence materials with their own fund and team lens. It keeps the structured deal profile in view, captures durable memory from each session, and surfaces the open questions that should shape the next decision.
Deals accumulate context faster than most tools can hold it. Important nuances and unresolved questions tend to disappear between calls or work sessions, even though they should shape the next decision. The workbench holds that context so the user does not have to rebuild it.
Industrial software platform, founder-led, DACH, late-stage buyout review.
Management may be more aggressive on growth assumptions than on cost discipline.
Need clarity on customer concentration by contract and renewal timing.
One live deal, persistent memory, chat-first workflow.
The workbench builds and updates a visible deal profile as the user shares stage, thesis, parties, and timing.
Durable notes survive across sessions, while working memory can stay session-scoped until it proves worth keeping.
Risks, diligence gaps, and unclear points stay visible as open questions rather than getting smoothed over.
Try the private demo.
Leave your details and Alex will share access if the use case is relevant. This demo is intended for investors, advisers, and teams working through live transaction questions with strict context-continuity needs.