What it sells
AI Associates for Middle-Market Private Equity
Business model breakdown
Buyer: who owns the budget?
UnverifiedPartners and deal teams at middle-market PE firms and sell-side banks.
Trigger: what makes them buy now?
Manual data entry and stale pipelines across CRM and email.
Workflow: what inputs become what output?
Agents screen teasers against the thesis, redline NDAs, auto-log deals and documents into CRM/file storage (DealCloud, Salesforce, SharePoint), and prepare pre-call briefs.
Economics: what it saves and how it charges
Claims 10 hrs/week saved per power user and 1.8x lift in deal logging (anonymized case study); custom deployments building a Company Brain.
Distribution: how it reaches customers
Demo-led enterprise sales, SOC 2 Type II, MCP and Teams integrations.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Fall 2025 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.