Benchmark
Benchmark is an AI platform for investment firms. It connects, structures, and queries firm data across data rooms, email, models, and legal docs, and produces deliverables such as deal screening, memos, comps, and portfolio monitoring. The company is backed by Y Combinator and is joining Harvey.
Where Benchmark ranks
Current edition · updated Oct 20, 2026About Benchmark
Benchmark is the trusted AI platform for investment firms. Today, leading firms use Benchmark to screen deals, extract insights from unstructured data, and automate workflows. Our platform combines cutting-edge AI with deep industry expertise to help investment firms make smarter, faster decisions across their entire deal lifecycle.
Products
AI platform for investment firms that connects to data rooms, email, models, and legal docs, extracts what matters, and structures it into institutional knowledge.
Security and compliance
As reported by Benchmark. Ask for audit reports before you buy.
- SOC 2 Type IICertified
- Encryption in transit
- Encryption at rest
- Zero training on customer data
- SSO
- Audit logs
- Data lifecycle management
- Granular permission controls
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