AI-Driven Deal Intelligence for Institutional Investors
Prism is an institutional-grade AI reasoning product for unifying screening, diligence, and monitoring across the full investment lifecycle. Fully cited. Fully auditable.
THE PROBLEM WITH GENERIC AI
Why Generic AI Fails Institutional Investors
LLMs were not built for high-stakes investment decisions
You Need to
Trust
the Output
Trust
the Output
You make high-stakes decisions in regulated environments. AI must get the math right, stay consistent, and withstand internal and external scrutiny.
You Need to Be Confident When You Invest
Your fund has specific criteria, beliefs, and risk tolerances.
AI must internalize your philosophy and produce analysis that reflects your unique strategy.
You Need
Transparent,
Explainable Reasoning
Investment committees ask why a recommendation makes sense. AI must provide sources, intermediate steps, and clear logic that humans can review.
You Need
Domain-Specific Knowledge
Domain-Specific Knowledge
Institutional investing requires precise understanding of instruments, structures, and metrics. AI must speak your domain language and apply concepts accurately.
Prism solves this with structured reasoning, not probabilistic guessing
our products
One Platform
Every Stage of Your Investment Lifecycle
From first pitch to quarterly monitoring – personalized reasoning that adapts to how you invest
Prism for Companies
Deal intelligence for VC and Corp Dev teams from screening to portfolio monitoring.
Prism for Funds
Institutional-grade diligence and monitoring for emerging allocators (<$10B AUM) with data included.
The Investment Lifecycle
Stage 1
Pre-Investment
(The Filter)
Stage 1Pre-Investment
(The Filter)
Screen & Select
- Fund screening (evaluate PPM, GP documents against mandate, strategy fit, geography, and size constraints)
- GP assessment (team stability, track record consistency)
- Investment criteria (Sample question framework mapped to your IPS to screen funds)
- Red flag detection (concentration risk, fee anomalies)
Stage 2
During Investment
(The Deep Dive)
Stage 2During Investment
(The Deep Dive)
- Full due diligence memo (PPP framework (People, Philosophy, Process) with evidence citations)
- IC memo preparation (structured recommendation with benchmarking and risk assessment)
- Co-investment analysis (portfolio impact, valuation comparables, concentration check)
Stage 3
Post-Investment
(The Monitor)
Stage 3Post-Investment
(The Monitor)
- Quarterly letter analysis (100-page letters → 5-page summaries)
- Fund performance tracking (IRR/TVPI/DPI) with peer benchmarking
- Portfolio monitoring (red flags, sentiment extraction, follow-up questions)
Stage 1
Pre-Investment
(The Filter)
Stage 1Pre-Investment
(The Filter)
- Company screening (evaluate targets against investment mandate, sector focus, geography, and size criteria)
- Initial fit assessment (revenue profile, EBITDA margins, ownership structure, and growth trajectory)
- Thesis alignment check (checks if the opportunity fit the fund's stated value creation approach)
Stage 2
During Investment
(The Deep Dive)
Stage 2During Investment
(The Deep Dive)
- Full due diligence memo (management team, market position, financials, and operational risks)
- IC memo preparation (structured with competitive benchmarking and risk assessment)
Stage 3
Post-Investment
(The Monitor)
Stage 3Post-Investment
(The Monitor)
Stage 3 – Currently in roadmap
- Quarterly letter drafting (portfolio updates, fund-level performance, market commentary)
- Portfolio monitoring (flag underperformers, J-curve milestones)
- LP reporting compliance — ILPA templates
BUILT AROUND YOUR FRAMEWORK
The Personalization Difference
As this loop matures, organizations increase effectiveness one deal at a time
Why?
Because Prism reasons from their unique strategy,
mandate constraints, and investment history
mandate constraints, and investment history
This is not just a template. This is your investment framework – codified
WHO Prism IS BUILT FOR
However You Invest,
Prism Adapts
Prism generates investment memos, reports, and workflows tailored to how your team allocates capital
Venture
Capital
Screen more deals, miss fewer outliers. We evaluate every company against your thesis, with a repeatable process that scales as your pipeline grows.
Limited Partners &
Family Offices
Screen, evaluate, and run structured diligence on funds. Track portfolio performance, govern allocation decisions with same-day onboarding and quick memo generation.
Corporate
Development
Evaluate 100+ M&A targets without expanding your corp dev team.