Partnering with Reuben AI: the facts.
What does a platform get when it partners with Reuben AI?
Reuben AI is a research and diligence partner for platforms whose clients are private capital investors and allocators. Platforms offer its living research, living diligence and analyst commentary to their clients, co-branded or white-label, inside the platform, by API or as reports. Every finding links to its evidence, research stays current, and judgement stays with the platform and its clients.
The problem today
- Clients ask for research and diligence on private funds that the platform does not produce.
- Building a research team takes years and constant upkeep.
- Static reports go out of date as funds and managers change.
How Reuben AI helps
Who it is for. Wealth platforms, private markets and secondaries marketplaces, settlement providers, SPV and syndicate platforms, fund research houses, data rooms and fund administrators.
Partnership models. Co-branded with "Powered by Reuben AI" by default, or white-label as the premium option.
Delivery. Inside the platform as embedded views, by API, or as reports.
Coverage. 68 native asset classes with 314 sub-asset class overlays.
Six levels. One linked record across asset, deal, vehicle, fund, manager and portfolio.
Data residency. APAC, EMEA or the Americas, available to every customer.
What Reuben AI does not do
- It does not give investment advice. Judgement stays human.
- It does not replace advisers, fund accounting or registries.
- It does not replace the platform's own client experience or brand.
How a partnership starts
A partnership starts with a conversation about who your clients are, which funds and deals they review, and how they prefer to receive research. From there, Reuben AI and the platform agree the branding model, the delivery option and the coverage your clients need.
What you get
- Research notes
- Diligence findings and change alerts
- Analyst commentary
- Committee-ready summaries
Security and trust
- Client data is isolated, with access control and an audit trail on every record.
- Data residency is available in APAC, EMEA or the Americas.
- Every finding is fully sourced and marked verified or cross-checked.
- People make the decisions. Reuben AI does not give investment advice.