Dealithic provides an AI‑driven, full‑stack platform that automates deal underwriting, investor matching, and investor‑relations campaigns across the capital‑markets lifecycle. Users upload a CIM or pitch deck to receive instant IC memos, financial models, risk registers, and a 100‑day plan, then the system scores the deal against a curated network of 25,000+ PE, VC, family‑office, and debt investors to surface high‑conviction matches and manage outreach. The platform also offers AI‑powered multi‑channel IR tools for small‑cap public companies, enabling scalable call, email, SMS, and broker outreach.
Funding
Funding not disclosed
Founders
Product
Problem
Deal professionals in private equity, venture capital, investment banking, and public-company IR spend extensive time manually creating investment committee memos, financial models, risk assessments, and outreach lists, leading to delays, inconsistent analysis, and inefficient capital‑raising or deal‑execution processes.
Solution
Dealithic offers a unified, AI‑driven platform that automates the end‑to‑end workflow of deal underwriting, investor matching, and investor‑relations campaigns. Users upload a CIM or pitch deck and receive a complete IC memo, deal‑specific financial model, risk register, and 100‑day plan within minutes. The system then scores the deal against a curated network of 25,000+ PE, VC, family office, and debt investors using criteria such as sector, stage, check size, and geography, and surfaces the highest‑conviction matches. Integrated deal rooms, NDA workflows, and outreach tracking enable secure document sharing and real‑time monitoring of investor interest. For public companies, the platform runs AI‑powered call, email, SMS, and broker/RIA outreach campaigns, delivering multi‑channel investor communication at scale.
Target Audience
Primary users are PE and growth‑equity sponsors, venture capital and family‑office investors, M&A advisory banks, and small‑cap public‑company CFOs/CEOs seeking automated underwriting, capital‑raising, and investor‑relations capabilities.
Features
- AI‑generated IC memos, LBO/ARR/IPO financial models, and risk registers from a single CIM upload in under 5 minutes
- Criteria‑based matching engine that scores deals against 25,000+ PE, VC, family office, and debt investors
- Integrated deal pipeline and stage tracker with automated diligence checklists, document requests, and NDA‑gated data rooms
- “Kill This Deal” adversarial analysis mode to surface hidden risks before commitment
- Post‑close 100‑day operational plan and portfolio KPI dashboard for ongoing monitoring
- Full‑stack IR suite for small‑cap public companies: AI‑driven call campaigns, multi‑touch email sequences, SMS alerts, and broker/RIA outreach
- Centralized sponsor/dashboard for tracking views, interest, NDA sign‑offs, and outreach metrics
- API/CRM integration options for seamless workflow incorporation