Benchmark
AI platform for investment firms that connects to data rooms, email, models, and legal docs, extracts what matters, and structures it into institutional knowledge.
Where it ranks
Current edition · updated Oct 20, 2026What it does
AI platform for investment firms that connects to data rooms, email, models, and legal docs, extracts what matters, and structures it into institutional knowledge. Produces deal screening, memos, comps, and portfolio monitoring deliverables grounded in firm history.
- Deal screening
- Drafting investment memos
- Building comps
- Portfolio monitoring
- Data normalization across fund reports
- Category
- Investment, trading and wealth
- Users
- Private Credit firms, Private Equity firms, Real Estate PE funds, Secondaries funds and 6 more
- Public API
- Not offered
Not yet disclosed: deployment options, platforms, languages and support channels.
Pricing
Pricing isn't published
Benchmark doesn't list prices publicly. Ask them for a quote.
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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