We are Sapiex
An institutional agentic deal team.
Sapiex runs multi-model, multi-agent workflows. It reads CIMs, mgmt inputs (Excel files, models, etc.), and transaction documents the way a great associate would, conducts deep competitive research, and delivers exceptional outputs: 15+ specialised agents, each owning a stage of the work.
The same agents run a buy-side deal, a sell-side mandate and a research coverage cycle. Every output is cited to document, page, and extract. Every workflow runs on infrastructure designed for confidential deal data: your tenant, or your VPC.
The deal team is at its limit
Four problems that compound.
Crunched timelines and stretched resources.
8–12 weeks per diligence cycle, 2–3 deals per associate at a time. The team is the bottleneck.
Fragmented data and AI tools.
5–7 tools switched daily, none remembering context from your last deal.
LLMs are a black box.
Generic AI gives you outputs without source, no audit trail, no traceability. In investing, that's not unhelpful, it's a liability.
Public LLMs aren't safe for confidential deal data.
Anything sent into ChatGPT or Claude lives on someone else's infrastructure. Confidential deal information does not belong there.
Built for language, not dealmaking
Generic AI is a liability where the stakes are highest.
Three structural limits, and what we do about each.
Non-deterministic
Ask twice, get two answers. Nothing you can reproduce.
Accuracy
A deterministic process runs with the same rigour every time.
No judgement
Can't tell a buried red flag from a headline.
Comprehensiveness
Agents replicate the workflows of your best analysts, end to end.
Hallucinates
Confident, unsourced answers with no audit trail.
Traceability
Every insight linked to document, page and exact excerpt.
Determinism meets intelligence. Consistent, auditable outputs, the same rigour on every deal.
The deal lifecycle
Four stages, one team.
Specialised agents across sourcing, IC prep, diligence, and portfolio monitoring.
Private equity, hedge funds, asset managers, family offices. We have more than we have shown; talk to us for the full inventory.
- KMP FinderSurfaces publicly available, verified key contacts at target companies.
- CIM AnalyzerTears down CIMs from strategic headers to footnotes; flags red flags as you read.
- Financial AnalyzerDeep public and private company analysis, competitor benchmarking of financials and valuation.
- Business AnalysisInvestor-specific analysis from large Excel files and models, surfacing the key investment highlights.
- Diligence Q&A AgentGenerates key management questions to stress-test the thesis and re-assess risk and value.
- Legal ReviewerTears down transaction documents to flag key risks and complex exit scenarios, citing provisions and case law while preserving party privacy.
- KPI TrackerTracks portfolio company progress against the IC case.
- Management Q&A AgentStress-tests management on budget vs. actuals and key operational levers.
Why Sapiex
We are different. Why?
- 01Cost
- 02Speed
- 03Quality
- 01Quality & depth
- 02Speed
- 03Cost
We optimise in this order. If a capability isn't live yet across the investment lifecycle, it's because we understand the depth involved and are rolling it out with precision engineered for an investor, not racing to ship a thin version.
Our users
We have users on both sides of the table
Deep insight on any business, every figure traced to its exact source. Proof, not promises, so I never second-guess reliability.
360One PEAssociateInvestor-grade, source-backed output that adapts to whatever I throw at it. Better than most analysts I have worked with.
TVS CapitalAssociateOne associate across the entire deal lifecycle: reviewing models, building comps, decks, you name it. Whatever the stage, it is already there.
Investec IBAssociateHuman-grade research that pulls live pricing and competitor intelligence, not stale cached snippets. It does the market work for me.
Greater Pacific CapitalAssociateTAM sizing to a full competitive landscape in minutes, far past what generic AI returns. That gap genuinely surprised us.
Dallas VCAssociateIt does not just answer, it thinks and executes like an investor. That is what sets it apart.
OTPP PEAssociateMost tools get you to 80%. Sapiex is the digital associate that reaches the standards of human output, consistently.
VixarAssociate
For institutional firms
Book a 30-minute demo.
Pick one live or past deal. See how our agents help you across the lifecycle, configured to your IC format and diligence priorities.
For individual investors
Join the waitlist.
Be among the first to access Sapiex when individual licences open.