Benchmark

Benchmark provides an AI-driven decision infrastructure for investment firms, turning a firm’s existing data, memos, and models into actionable, queryable institutional knowledge. It connects to scattered data sources, structures the information, and enables teams to screen deals, draft memos, build comps, and monitor portfolios with outputs grounded in the firm’s history.

Benchmark connects to a firm’s scattered data rooms, email, models, and legal documents, extracts what matters, and structures it into institutional knowledge. Users interact with Benchmark to screen deals, draft memos, build comps, and monitor portfolios, producing real deliverables in the firm’s own format. The system emphasizes learning from every decision, outcome, and correction to tailor the platform to how each team and individual works, with capabilities such as memo drafting, deal analysis, and portfolio monitoring all integrated within the enterprise-grade platform.

Who it’s for: Investment firms and sophisticated allocators (e.g., private credit, private equity, real estate, secondaries, growth equity, liquid credit, infrastructure, co-investments, family offices) seeking to convert fragmented institutional knowledge into actionable, queryable insights.

Backed by Y Combinator; enterprise-grade security and SOC 2 Type II; multiple case studies across real estate, private credit, and private equity; request a demo