Instant answers from every document

DealDeploy reads every file your team has saved, so Claude and ChatGPT answer from all of them.

What did our expert calls say about this company’s churn?

Read 23 documents

Churn came up in 6 of 23 call notes. Two former customers left over pricing in 2025, and four said support improved after the new CRM.

DOCExpert call, former VP Sales.docxDOCCustomer call notes, March.docx+21 more

How did our portfolio companies do against what we underwrote?

Read 41 spreadsheets

11 of 14 grew slower than underwritten, by 6 points a year on average. The three that beat plan were all bought in 2021.

XLSProject Atlas model v12.xlsxXLSQ3 portfolio KPIs.xlsx+39 more

How has Atlas performed against plan since the last board meeting?

Read 12 decks

Revenue is 4% behind plan since the September board meeting, but margin is 2 points ahead. Hiring is the gap: 9 of 14 planned roles are filled.

PPTAtlas board deck, September.pptxPPTAtlas board deck, June.pptx+10 more

Which contracts have renewal options due next year?

Read 214 contracts

Seven. The first notice date is February 14, 2027, for the Route 9 site, and three more fall in April.

PDFRoute 9 site agreement.pdfPDFStore 112 renewal.pdf+212 more

What industrial cap rates have we used here since 2020?

Read 38 reports

Between 5.25% and 7.00%, rising about 125 basis points from 2022 to 2024 across 17 industrial assignments.

PDFElm Street warehouse appraisal.pdfPDFRiverside logistics report.pdf+36 more

Ask anything

Claude

Faster answers, fewer tokens

DealDeploy reads every document once, ahead of time, so Claude works from clean context instead of opening raw files on every question.

“I did a portfolio analysis in 3 minutes that used to take me 3 hours.”
Senior Associate$2B PE fund
“I use it all day, everyday. It is a real competitive advantage.”
VP$500M healthcare buyout fund
“Claude now updates our IC materials autonomously using the brain.”
PartnerMid-market PE fund

Data only your firm has
Everyone has PitchBook and Grata, but your edge lives in the call notes, IC memos, market maps, and models only your firm has written. DealDeploy gives your agent that private history so you can compare deals, spot patterns across memos, and pull figures straight from past work.
Your team, live in days
There is no new platform to learn. Your admin turns DealDeploy on and picks the folders it can read, and your team keeps asking questions in Claude or ChatGPT.
Sensitive data stays out
DealDeploy screens every file during processing to catch PII, banking details, passwords, and sensitive HR or compensation records before anything reaches your agent.
Sensitive information
Personal information
Social security numbersRedact
Bank and routing numbersRedact
Card numbers and passportsRedact
PasswordsRedact
HR material
CompensationHold back
Performance and hiringHold back
Health and leaveHold back
Org charts and titlesAllow

Data only your firm has
Everyone has PitchBook and Grata, but your edge lives in the call notes, IC memos, market maps, and models only your firm has written. DealDeploy gives your agent that private history so you can compare deals, spot patterns across memos, and pull figures straight from past work.
Your team, live in days
There is no new platform to learn. Your admin turns DealDeploy on and picks the folders it can read, and your team keeps asking questions in Claude or ChatGPT.
Sensitive data stays out
DealDeploy screens every file during processing to catch PII, banking details, passwords, and sensitive HR or compensation records before anything reaches your agent.

Everything is encrypted, nothing is used to train AI models, and only the people you choose can search it.