The Operating System for Deals. |

DealStudio supercharges your deal data with the latest AI models — so you close faster, match smarter, and never miss an opportunity.

Powered by OpenAI & Claude
Model-Agnostic
UK/EU Data Centres
GDPR Compliant
AI BUYER MATCHINGDEAL INTELLIGENCETEASER GENERATIONFINANCIAL EXTRACTIONKNOWLEDGE BASESEMANTIC SEARCHSMART WORKFLOWSDOCUMENT ANALYSISPIPELINE FORECASTINGAUTO-SUMMARISATIONDEAL SCORINGCONTEXTUAL MEMORYAI BUYER MATCHINGDEAL INTELLIGENCETEASER GENERATIONFINANCIAL EXTRACTIONKNOWLEDGE BASESEMANTIC SEARCHSMART WORKFLOWSDOCUMENT ANALYSISPIPELINE FORECASTINGAUTO-SUMMARISATIONDEAL SCORINGCONTEXTUAL MEMORY
How It Works

DealStudio at the core, specialist agents inside.

Every document, financial, and interaction is orchestrated by a coordinated team of specialist AI agents — compounding in value with every deal they process.

Your Deal Data

Documents & NDAs
CIMs, SPAs, teasers
Financials & P&Ls
3-year trading history
Buyer Profiles
Mandates & history
DealStudio

Intelligence Out

DCF & LBO Valuation
Automated financial models
Comparable Analysis
Precedent transactions
Deal Intelligence
Comprehensive brief

One platform, many specialists. Your agents work together so you don't have to.

Specialist Agents

A team of specialist AI agents, working for you.

Not a single AI bolted onto a CRM. A coordinated network of agents — each expert in its domain, all working in concert to move your deals forward.

01Research

Deal Research Agent

A full deal profile, automatically

Aggregates data from documents, financials, and market sources to build a comprehensive picture before you even open a meeting.

02Matching

Buyer Matching Agent

The right buyer, found autonomously

Runs deep semantic analysis across your entire buyer database, ranks candidates by fit and intent — then surfaces a shortlist ready to engage.

03Documents

Document Intelligence Agent

Every document, understood

Reads, extracts, and summarises complex financial documents — from CIMs to SPAs — so your team can query any file in plain English.

04Orchestrator

Workflow Orchestrator Agent

Coordinates the entire deal process

Routes tasks between specialist agents, triggers actions at the right deal stage, and escalates to humans only when a judgment call is truly needed.

05Knowledge

Knowledge Base Agent

Your firm’s institutional memory, alive

Answers questions using past deals, precedents, and documented processes — so your whole team operates at the level of your most experienced advisor.

06Pipeline

Pipeline Intelligence Agent

No deal falls through the cracks

Monitors deal health across your active pipeline, surfaces stalled opportunities, flags risk signals, and forecasts outcomes — before you even ask.

AI-Powered Workflows

AI-Powered Workflows That Run Your Deal Process

Connect triggers, conditions, and actions to automate your deal lifecycle. AI decides the next step — you stay focused on closing.

Notifications

Deal Stage Change Notification

Automatically notify your team when a deal moves to a new stage. Trigger personalised emails and in-app alerts so no milestone goes unnoticed — from prospecting all the way to closing.

Deal Event
Triggers
Send Email
Actions
Notification
Actions
  • Fires on any deal stage transition
  • Sends branded email with deal details
  • In-app notification to deal owner & team
AI Agents

AI Agent Orchestrator

Deploy an intelligent AI orchestrator that routes visitor queries to specialised sub-agents. Connect your knowledge base for RAG-powered answers, use MCP tool servers for live data, and seamlessly escalate to a human when needed.

AI Orchestrator
AI
Knowledge Base
AI
MCP Tool Server
Integrations
Human Handoff
Actions
  • Multi-agent routing with automatic fallback
  • RAG search across your knowledge base
  • MCP tool servers for live deal & buyer lookups
Customer Engagement

Website Chatbot Lead Capture

Embed an AI-powered chatbot widget on your website to engage visitors 24/7. The bot answers deal enquiries using your knowledge base, matches visitors to anonymised teasers, and automatically converts conversations into sourcing records.

Chat Widget
Triggers
AI Bot
AI
Deal Matcher
AI
Create Lead
Actions
  • Embeddable widget with one line of code
  • AI matches visitors to live deal teasers
  • Auto-creates sourcing records on session close
AI Matching

AI-Powered Buyer Matching

Leverage vector embeddings and intelligent scoring to instantly match deals with the best-fit buyers. AI analyses industry alignment, financial capacity, and geography — then auto-generates a ranked shortlist with NDA requests ready to send.

Deal Event
Triggers
AI Match Engine
AI
Buyer Shortlist
Actions
Send NDA
Actions
  • Embedding-based similarity scoring
  • Weighted criteria: industry, budget, geography
  • Auto-send NDA requests to top matches
60s
Avg. teaser generation time
3×
More buyers matched vs manual
20h
Saved per broker per week
99.9%
Platform uptime SLA

Your next deal deserves AI.

Start building your deal intelligence layer today. Join the M&A firms already closing faster with DealStudio.