Put your firm's collective judgment to work

    Turn every CIM, memo, model and diligence file into structured institutional memory built for investment firms.

    Your unique knowledge and perspective deserves more than a maze of deal folders.

    Valuable (and expensive) precedent work is hard to reuse.

    Hard-won lessons show up late, if at all.

    Your AI tools don't know what you know.

    Polished but generic.

    Structured institutional memory that mirrors how your firm thinks.

    Stored in a secure firm database.

    Powering our investor-native workspace.

    Accessible in all of your tools via MCP.

    Raw Investor Documents

    CIMs
    ICMemos
    ManagementPresentations
    DataroomFiles
    AdvisorReports
    TxnDocs
    ExpertCalls
    PitchBooks
    EquityResearch
    MeetingNotes
    CaseStudies
    PortfolioReporting
    CIMs
    ICMemos
    ManagementPresentations
    DataroomFiles
    AdvisorReports
    TxnDocs
    ExpertCalls
    PitchBooks
    EquityResearch
    MeetingNotes
    CaseStudies
    PortfolioReporting
    Seaglass Extraction Layer

    Structured Knowledge Database

    InvestorKnowledge
    BusinessKnowledge
    IndustryKnowledge
    TransactionKnowledge
    SeaglassWorkspace
    MCP(Claude, ChatGPT)

    Structure enables consistent recall of granular detail
    for analytical work.

    Structured investor record

    GENERAL-PURPOSE AI

    Reads raw files each time; limited persistence

    HORIZONTAL ENTERPRISE SEARCH

    Indexes documents as text; broad but generic

    SEAGLASS

    Every opportunity decomposed into thousands of investor-specific fields

    Full-firm context in every query

    GENERAL-PURPOSE AI

    Sees only what fits in the context window

    HORIZONTAL ENTERPRISE SEARCH

    Returns a ranked subset, never your full history

    SEAGLASS

    Exact, rule-based search across your entire history in every query

    Consistent & comparable across queries and deals

    GENERAL-PURPOSE AI

    Same question, different answers

    HORIZONTAL ENTERPRISE SEARCH

    Results shift as ranking changes

    SEAGLASS

    Same sourced answer, every time, for everyone

    Every precedent, on demand

    Reclaim the hours lost to digging through old files and rebuilding your point of view from scratch.

    INSTITUTIONAL RECALL

    TODAY

    Hours each week digging through old files for knowledge and insights.

    WITH SEAGLASS

    Ask anything across your entire deal history. Years of precedents with one query, sourced to the original document.

    INSTANT BENCHMARKING

    TODAY

    Hours per deal comparing metrics by hand.

    WITH SEAGLASS

    Consistently benchmark any business against all of your precedent work with a single query.

    ALWAYS-ON COMPS

    TODAY

    Tedious, never-ending upkeep in Excel, if done well.

    WITH SEAGLASS

    A living database that automatically adds, updates and enriches transactions; then assembles the best comp set for each target.

    Full context,
    consistent judgment,
    every opportunity.

    SCREENING

    Start every new opportunity with your firm's established point of view.

    Surface your precedent work, analysis and decisions instantly. The first question — where have we seen this before? — is answered before it's asked.

    BENCHMARKING

    Benchmark anything against your own precedents and portfolio.

    Measure a target against businesses you know: multiples and financials, products and people, competitors and macro trends, reps and covenants. Every dimension on demand.

    DILIGENCE

    Diligence that picks up where the last one left off.

    Carry a structured approach from one deal to the next. Track progress and results against precedent work and refresh every topic as new information arrives.

    EXECUTION

    Draft from your firm's best prior language.

    Assemble the best terms and language from prior transaction agreements without digging.

    Don't have your own AI or data team? Leverage our expertise to punch above your weight.

    Book an Intro Call