Debreu provides an intelligence and orchestration platform for financial services firms that enhances existing CRMs with automated ingestion of email, calendar, and external data, creating a structured relationship graph and deal‑origination signals. The platform offers secure APIs, fine‑grained access controls, and out‑of‑the‑box workflows for investment banking, private equity, M&A advisory, private credit, and asset management, enabling teams and third‑party agents to act on governed data without replacing their current tech stack.
Funding
Funding not disclosed
Founders
Product
Problem
Financial services firms rely on traditional CRMs that only store contact and deal information, leaving them without automated insight into relationships, deal origination signals, or coordinated workflow execution. This limits the ability to quickly identify opportunities and maintain consistent, governed data across tools.
Solution
Debreu offers an intelligence and orchestration platform that sits alongside existing CRMs. The intelligence layer continuously ingests raw data from email, calendar, and external data providers, extracts structured metrics, resolves entities, and builds rich relationship context. The orchestration layer applies security controls, defines integration protocols, and enables custom workflow building, allowing internal teams and third‑party agents to act on governed, structured data without rebuilding their tech stack. Domain‑specific workflows for deal origination are available out‑of‑the‑box, and the platform can write enriched data back to the firm’s CRM via API. Implementation is handled by a white‑glove onboarding team, typically bringing teams operational within days to a few weeks.
Target Audience
Primary customers are investment banks, private equity firms, M&A advisory boutiques, private credit groups, and asset management firms that need enhanced relationship intelligence and automated workflow orchestration for deal origination.
Features
- Automated ingestion of communications, calendar events, and external data sources into a unified relationship graph
- Entity resolution and metric extraction that generate structured signals for deal origination and relationship intelligence
- Secure orchestration layer with fine‑grained access controls and standardized API protocols for internal tools and third‑party agents
- Plug‑and‑play domain‑specific workflows for investment banking, private equity, M&A advisory, private credit, and asset management
- Seamless integration with existing CRMs, writing enriched data back via API without requiring a full system replacement
- White‑glove onboarding and configuration to align with firm‑specific processes and data sources