Infrastructure for the firms that advise private capital.
Reuben AI sits underneath family office networks, corporate finance and M&A advisors, and management consultancies. We apply frontier AI to your workflow and absorb the compliance burden, so your firm can structure and distribute deals at the speed your clients already expect.
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Built for
Family office networks
Multi-family platforms, syndicates, and private capital aggregators.
Built for
Corporate finance and M&A
Mid-market advisors structuring buy-side, sell-side, and capital raise mandates.
Built for
Management consultancies
Strategy and transaction advisory firms with recurring private capital exposure.
Applied AI, without the compliance burden.
Document understanding, financial modelling, market mapping, IC paper drafting, and LP reporting all live on a single workspace. Your analysts stop bouncing between tools and start working from one source of truth that updates as the deal moves.
We absorb the parts of AI adoption that slow firms down. Model evaluations, data isolation, vendor diligence, prompt and output logging, jurisdictional hosting, retention controls, and audit trails are handled at the platform layer. Your firm uses the capability without owning the governance work behind it.
Regulators and institutional clients increasingly ask how AI is used inside advisory workflows. Partnering with Reuben AI gives your firm a defensible answer, with evidence, the day the question lands.
We are infrastructure, not a services firm.
What we are. The data and operations layer underneath your advisory business. We invest in capability that compounds across the partner network: connectors, models, controls, and reporting that get better every quarter for everyone who uses them.
What we are not. We do not meet your clients, we do not run mandates on your behalf, and we do not build bespoke products for a single firm. If a partner needs work that only serves them, that work belongs inside their own team.
How we get paid. Reuben AI charges a platform fee and a transaction fee on deals completed through the workspace. Our economics scale alongside your advisory business, not against it. There are no end-client fees and no per-seat surprises.
Where Reuben AI sits in your firm.
Family office networks
For multi-family platforms and syndicates, Reuben AI handles the structured workflow underneath your member experience. Mandates, diligence, and allocations stay inside one workspace, and your principals see consistent reporting regardless of which family is leading a given deal.
- Shared deal rooms with controlled visibility per family or syndicate.
- Live allocation tracking, capital call coordination, and post-close reporting.
- Jurisdiction-aware data handling for cross-border principal groups.
Corporate finance and M&A advisors
For mid-market advisors, Reuben AI compresses the time between mandate signature and credible IC-ready materials. Diligence, modelling, and information memoranda are drafted from live data inside the platform, with full provenance attached to every assertion.
- Buy-side and sell-side mandates structured in one operating system.
- Automated drafting of IM, teaser, and IC paper material with evidence trails.
- Controlled distribution to vetted buyer or investor lists you maintain.
Management consultancies
For strategy and transaction advisory teams, Reuben AI is the persistent layer that holds market mapping, target screening, and commercial diligence between engagements. Insight stops dying when a project closes, and the next mandate starts ten steps ahead.
- Market mapping and target screening that compound across engagements.
- Commercial diligence workflows with auditable AI-assisted analysis.
- Client-ready outputs branded and controlled by your firm.
Does your firm fit?
The partners that get the most out of Reuben AI already have live mandates, an existing book of clients or principals, and distribution they trust. They are not looking for a tool, they are looking for an operating layer that lets them do more without hiring more.
If your firm is running advisory or capital workflows that touch documents, models, allocations, and reporting, and the tooling underneath is held together with spreadsheets and goodwill, we should talk. Book a demo and we will tell you honestly if it is a fit.
What partners get.
A workspace configured to your firm's workflow, with your branding on outputs that leave the platform. Direct access to our team for capability requests that benefit the wider partner network, and quarterly product reviews where partner feedback shapes the roadmap.
Commercials agreed one to one, with a platform fee and a transaction fee that scale with deals completed through the workspace. No client-side billing, no minimum seat commitments, and no bespoke build commitments that sit outside the shared platform.
How it works.
Step one
Qualification call
A short conversation about your firm, your mandate types, and the bottleneck you would most like to remove. If we are not the right fit, we will say so.
Step two
Workflow walkthrough
We map your current workflow against the platform live, identify the immediate wins, and agree the configuration that goes into your workspace.
Step three
Commercials and onboarding
Platform and transaction fees agreed one to one. Your workspace is provisioned, your team is trained, and the first live mandate moves into the platform.
Step four
Book a demo
Thirty minutes with the founder. We will walk your workflow through the platform live.
Book a demo
In practice.
A family office network uses Reuben AI to coordinate co-investment between fifteen principal groups. Each family sees only the deals they are part of, but the back-office team operates from one consolidated view, and quarterly reporting goes out in days rather than weeks.
A corporate finance boutique runs sell-side mandates entirely inside the workspace. Diligence is captured against a structured framework, the IM is drafted from live data, and shortlisted buyers receive controlled access without anyone forwarding a PDF.
A management consultancy embeds Reuben AI underneath its commercial diligence practice. Market maps and target screens persist between engagements, the next mandate inherits the institutional memory of the last, and the firm bills for insight rather than reassembly.
Frequently asked.
Who is Reuben AI built for as a partner?
Family office networks, corporate finance and M&A advisors, and management consultancies that already have live mandates and distribution. We sit underneath your advisory business as the data and operations layer.
How does Reuben AI shift the compliance burden away from our firm?
We handle model evaluations, data isolation, vendor diligence, prompt and output logging, jurisdictional hosting, retention controls, and audit trails at the platform layer. Your firm uses the capability without owning the underlying AI governance work.
Do you take fees from our clients?
No. We never charge your end clients and we do not meet with them. Reuben AI charges a platform fee and a transaction fee on deals completed through the workspace. Our economics scale alongside your advisory business, not against it.
Will you build something bespoke for a single firm?
No. We are infrastructure, not a services firm. We invest in capability that compounds across the partner network, not custom builds that only serve one client.
What does a partner demo cover?
Thirty minutes. We walk through your firm's workflow live inside the platform, show how document understanding, modelling, and reporting come together, and discuss commercials if your firm qualifies.
How do partner deals get distributed?
Through the workspace itself. Once a mandate is structured inside Reuben AI, you control which networks, syndicates, or LP groups see it. Distribution is a function of your firm, supported by our infrastructure.
Run your advisory business on better infrastructure.
Thirty minutes with the founder. We will tell you honestly whether your firm and Reuben AI are the right fit.
Book a demoWe will only follow up if your firm has live advisory mandates and distribution.