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 deal.
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.
These four problems compound. Sapiex addresses each, with source traceability and on infrastructure designed for confidential deal data.
The deal lifecycle
Four stages, one team.
Specialised agents across sourcing, IC prep, diligence, and portfolio monitoring. 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.
- Comps 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.
How our agents think
Modelled on how elite humans actually do the work.
- 01
Tearing down a CIM.
We tear down your CIMs and public filings from the strategic headers down to the footnotes. Every figure mapped to its source, footnote-level caveats flagged, internal consistency tested, and what a mediocre read would miss surfaced.
- 02
Reviewing a financial model.
Reads the model from raw data through to summary outputs. Flags inconsistencies between schedules, restates figures back to source, and writes the questions a partner would ask before lunch. Every callout cites the cell it came from.
- 03
Tracing legal cross-references.
Constructs a map of every clause, schedule, definition, and statutory cross-reference. Surfaces risk, flags deviations from market standard, and answers questions back to the operative provision while preserving party privacy.
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.