Research and decisioning for benchmarking and valuation data services

A benchmarking or valuation service is bought because the reference set is hard to build: peer groups, multiples, discount rates, performance series, sector definitions maintained over time. The commercial problem is that reference data is consumed at the moment of a decision, and the decision happens in someone else's system. The provider sees a query, not an outcome, and renewal conversations turn on usage counts rather than on work the client could not do without you.

Screening only helps when it reflects the user, not the platform. A single shared filter tells every participant the same thing about the same opportunity, which is exactly what a participant with a specific mandate cannot use.

Embedded decisioning holds a written mandate per tenant. An opportunity arriving on the partner surface is assessed against that mandate, and the reasoning is retained with the assessment rather than discarded once the screen is shown.

For this archetype specifically: apply the reference set inside a mandate-aware assessment rather than a standalone lookup.

Each tenant holds its own mandate, records, documents and decision history. Access is scoped per tenant, and the partner chooses the residency option that matches its own obligations. Nothing is pooled across tenants to produce a shared model of a partner's flow.

Reuben AI is software. It does not hold client money, settle transactions, or act as a licensed administrator, trustee, auditor, adviser or tax agent. Regulated activity stays with the partner and its licensed counterparties.