AI platform for investment firms that makes institutional knowledge actionable for deal screening, memo drafting, and portfolio monitoring.
Benchmark connects to a firm's scattered data sources — data rooms, emails, financial models, and legal documents — and structures them into a queryable institutional knowledge base. Teams use it to screen deals, draft investment memos, build comparable company sets, and monitor portfolios, with every output grounded in the firm's own history and prior decisions. The platform is SOC 2 Type II certified, does not train on client data, and includes enterprise controls such as SSO, audit logs, and granular permissions. Benchmark is a product of Benchmark.
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