Announcements Revolutionizes Deal Management with Launch of Groundbreaking Generative AI Platform

Joshua Masia

December 19, 2023, a Trailblazer in Deal Relationship Management (DRM), Unveils Flagship Generative AI Solution

NEW YORK, SAN FRANCISCO, ISTANBUL —, a leading innovator in Deal Relationship Management (DRM), proudly announces the official release of its groundbreaking generative AI platform. This cutting-edge solution harnesses the power of Generative AI to automate financial, legal, and insurance processes, revolutionizing deal origination, due diligence, and distribution in the industry.

As the first DRM platform to integrate Generative AI, sets itself apart by streamlining the handling of unstructured data within data rooms. Traditionally, the manual review of extensive data was a time-consuming process, but's DRM platform intelligently structures this data, enabling instantaneous freeform querying. The platform's unique ability to summarize vast amounts of information in seconds positions it as a game-changer in the deal-making arena. prioritizes data security, compliance, and risk mitigation. The platform provides a white-label Software as a Service (SaaS) solution hosted on DealBridge's secure cloud infrastructure, aligning with the robust security measures of Microsoft Office products. DealBridge's hosted Large Language Models (LLMs) ensure data privacy, and compliance is upheld with SOC2-compliant blob storage, addressing audit needs in sectors such as banking, finance, law, and insurance.

"The introduction of Generative AI in's latest release marks a pivotal moment in the evolution of Deal Relationship Management. We are empowering deal professionals to redefine the way they approach due diligence and decision-making," says Joshua Masia, CEO of's use of embedded LLMs and self-hosted vector databases, along with proprietary Retrieval Augmented Generation (RAG) solutions, sets it apart from other generative AI solutions. By building personalized models for each deal, the platform eliminates the risk of hallucinations, ensuring accuracy, reliability, and precision in the information generated.

"Generative AI is not about replacing human expertise but enhancing it. Our platform ensures a seamless integration of human judgment with advanced AI capabilities, providing a synergy that is unmatched in the industry," emphasizes Jon Burlinson, Co-founder and CEO.'s decision to emerge from stealth was driven by the need to engage early adopters who share the company's vision. The platform's MVP development benefited significantly from the insights and feedback provided by its initial partners, setting the stage for a practical and easy-to-adopt solution in the deal-making space.

Early adopters, including Pat Shannon at Equine Capital Solutions, have expressed enthusiasm for's transformative capabilities. "The official release marks a pivotal moment, opening the floodgates for wider adoption and feedback to further improve the platform.'s Generative AI is a game-changer for our industry. We are excited to integrate this innovative solution into our processes, enhancing the efficiency and accuracy of our Litigation Finance program."

"The beauty of our solution is its agnosticism to asset class and industry. If you have data, we help extract value from it automatically. Whether it's Litigation Finance, Medical Underwriting, M&A, you name it, we do it," affirms Joshua Masia. has a robust roadmap with continuous updates and features based on client demands. The company is currently in trials with over a dozen partnerships and plans to announce several formal collaborations in the coming quarters.

"We are on the cusp of even greater innovations. has a robust roadmap of future developments, and there's no slowing down. We are committed to continuously pushing the boundaries of what's possible in Deal Relationship Management," adds Christopher Benjamin, Co-founder and CTO.'s generative AI software is available through the company's website, offering a simple onboarding process for users to join, create deals, and leverage the platform's powerful capabilities. At any point, you can elect to create your own branded white label experience that furthers your isolation of your data into a standalone environment.

About is a trailblazing company in the field of Deal Relationship Management (DRM), offering the first platform to leverage Generative AI for automating financial, legal, and insurance processes in deal-making. With a commitment to security, compliance, and innovation, is shaping the future of secure and confident deal management.


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