For platforms serving private capital investors and allocators
The intelligence and decision infrastructure for private capital.
Help your clients carry research, diligence and investment committee reasoning beyond a transaction. Reuben AI keeps those decisions together on one continuing, fully sourced record while your platform retains the brand and client relationship.
Client and platform inputs
Mandates, documents, data, questions and prior decisions enter one governed record.
One fully sourced decision record
Evidence, questions, committee decisions and later changes remain connected, and findings roll up from each holding to the full portfolio.
What your clients get
A decision relationship that continues
Settlement platforms, secondaries marketplaces, wealth management firms and adjacent investor platforms serve clients at important points in a private capital investment. But a transaction or allocation is only one moment in a much longer decision journey.
A GP deal team needs to investigate an opportunity, test it against a mandate and present the evidence to its investment committee. LPs and allocators need to understand that reasoning, follow changes and revisit assumptions through ownership. A platform that supports those decisions can remain useful before and long after the transaction.
Reuben AI connects research, living diligence and committee decisions on one fully sourced record. A partnership starts by identifying where that continuity would add value to your clients. The appropriate product experience, distribution arrangement and governance boundaries are then explored together.
From first research to the next decision
Before the investment
An opportunity is researched against a mandate. Sources, open questions and diligence findings stay attached as the investment case develops.
At the decision
The investment committee can review the evidence behind a memo, capture its reasoning and retain the decision with its supporting record.
Through ownership
New information can be considered alongside the original thesis, so the research and diligence remain useful to managers, allocators and other stakeholders.
For platforms, this is an opportunity to support the client beyond a single transaction. For GP teams and LPs, it means keeping the evidence and reasoning connected as an investment evolves.
Who we want to work with
Platforms with private capital investors and allocators among their clients, including settlement providers, secondaries marketplaces, wealth managers and adjacent services. Explore the client needs and potential fit by platform type.
Due diligence platforms
Findings your clients can defend, with the evidence still attached.
Read the hubMarketplaces and secondaries
Relationship-driven flow, without an intelligence layer underneath it.
Read the hubPlacement and capital raising
Distribution reach, without a shared evidence standard behind it.
Read the hubWealth and adviser platforms
Advisers are being asked for private markets access they cannot evidence.
Read the hubFeeder and access platforms
Access solved. The decision the investor still has to make, not solved.
Read the hubModel portfolio and managed account platforms
Allocation models that stop at the edge of the private book.
Read the hubDistribution networks and intermediary channels
Reach into thousands of intermediaries, with no shared record of what happened next.
Read the hubInvestment accounting and portfolio software
The numbers already live with you. Add the reasoning behind each position.
Read the hubFund administrators, registries and transfer agents
Service delivered by people, constrained by the tooling underneath.
Read the hubSettlement and tokenisation platforms
The money moves. The reasoning and the records rarely travel with it.
Read the hubData and research vendors
Excellent data, sold into workflows the vendor does not control.
Read the hubBenchmarking and valuation services
Numbers that describe the market, without the workflow that consumes them.
Read the hubWhat the layer does
Research and decisioning
Read the mandate, apply it to every opportunity, keep the reasoning.
Each tenant holds a written mandate. Opportunities are assessed against that mandate rather than a shared taxonomy, so two users looking at the same asset can receive different reasoning. Every assessment carries the inputs that produced it.
- Mandate-aware screening on arrival
- Comparable structuring across opportunities
- Reasoning retained with the assessment
- Configurable criteria per tenant
Diligence and evidence
Findings with tiered source attribution, not unattributed summaries.
Document intake produces structured findings, and every claim carries its source and how that source was established: self-reported, verified or triangulated. That is the difference between a summary and something a committee, an auditor or a regulator can work with.
- Structured document intake and extraction
- Tiered source attribution on every claim
- Evidence packs retrievable on request
- Retention rules set per tenant
Transaction and onboarding workflow
Decision context alongside the transactions your platform supports.
Your platform retains responsibility for transaction execution. We can explore where research and diligence evidence should inform a client decision before a transaction and remain accessible afterwards. Any data exchange or workflow connection requires separate scoping.
- Research before an allocation
- Diligence context for an investment decision
- Decision record alongside existing workflows
- Governed access to supporting evidence
Portfolio and reporting operations
Keep the investment case available as conditions change.
As new information arrives, clients can revisit the sources and assumptions behind an investment. We can explore how this decision context complements your platform's existing monitoring and reporting experience.
- Continuing research through ownership
- Changes assessed against the original thesis
- Diligence questions available for follow-up
- Fully sourced committee context
Coverage underneath all four: 68 native asset classes and 314 sub-asset class overlays across 56 of them. See the full coverage list.
Partnership approaches to explore
White label
Explore a partner-branded experience where appropriate. Identity, presentation and delivery would be agreed as part of the scope.
Potential fit: Partners whose brand is the reason users trust the platform.
Embedded components
Explore how a selected decision workflow could sit alongside an existing client journey. Technical feasibility is assessed together.
Potential fit: Platforms with a mature interface that need capability, not a new front end.
API
Discuss an integration-led model if your team wants to own the interface. Interfaces and availability require technical scoping.
Potential fit: Product and engineering teams that want full control of the experience.
Partner integrations
Discuss agent-assisted workflows and their permissions as part of a technical and governance review.
Potential fit: Partners already running agents who need them working on real records.
Referral and co-sell
Explore introductions or joint distribution before considering a deeper product integration.
Potential fit: Networks testing demand before an integration commitment.
Data exchange
Explore how agreed data sources could support a client workflow, subject to rights, provenance and technical review.
Potential fit: Data providers and research vendors.
What we would agree together
- The client relationship and how Reuben AI is introduced to your clients are agreed together.
- Branding and distribution depend on the chosen partnership model.
- Data access, isolation, retention and residency requirements are reviewed before any implementation commitment.
- Commercial terms and ownership of the client relationship are set out in the partnership agreement.
What we are not
- Reuben AI does not hold client money and does not settle transactions.
- Reuben AI is not a licensed administrator, trustee, custodian or registry.
- Reuben AI is not an auditor, law firm, tax agent or investment adviser.
- Reuben AI is not registered with any securities regulator and does not distribute securities.
- Licensing, fiduciary duties and regulatory filings stay with the partner or the fund manager.
Built for the people who have to decide
Chief executive
Distribution businesses defend themselves with relationships. That defence weakens when users have to leave the platform to do the work that matters. Embedding a decision and operations layer keeps the work, the record and the renewal conversation inside your business, without a multi-year build.
Read the caseChief product and technology officer
The layer is designed to be integrated rather than adopted. Your system stays authoritative, tenants are isolated, and the surface can be white label, embedded components, API or MCP depending on how much of the experience you want to own.
Read the caseChief operating and risk officer
The governance question about embedded AI is not whether the output is impressive. It is whether you can reconstruct, months later, what informed a decision, who approved it, and where each claim came from. That reconstruction is the design centre of the layer.
Read the casePartnerships and distribution lead
There are six ways to work together, from a referral motion through to a full white-label deployment. The usual path is a discovery session, then a scoped pilot on one segment, then the deployment model that fits how much of the experience you want to own.
Read the caseHead of corporate strategy
Strategy work on a distribution business keeps arriving at the same place: the flow is defensible, the intelligence applied to it is not owned, and building that intelligence is a programme far from the core. An embedded decision and operations layer lets the platform hold the workflow and the record without redirecting the roadmap for years.
Read the caseHead of vendor management and procurement
A vendor review of an embedded decision layer turns on five things: where data sits, how tenants are isolated, who can reach what, how long records are kept, and what exit looks like. Those answers are published rather than negotiated, and claims we cannot substantiate are stated as absent rather than dressed up.
Read the caseHow a partnership starts
- 01
Discovery
A conversation about your clients, where decisions happen today and which part of the journey could benefit from a continuing diligence record.
- 02
Scoped pilot
If there is a fit, agree one client segment and one useful workflow to evaluate, with data handling and success criteria defined first.
- 03
Integration
Review the product, security, legal and operational requirements before agreeing any integration or distribution approach.
- 04
Launch and expand
Any wider rollout follows an agreed scope and measured results from the initial workflow.
Questions partners ask
What does decision and operational infrastructure actually mean?
It connects mandate-aware research, fully sourced diligence and the record of an investment committee decision. That reasoning can remain available as an investment is monitored and revisited. How it would appear in a partner's client journey is scoped together.
Do our users know they are using Reuben AI?
Branding and presentation depend on the partnership arrangement. We can discuss a partner-branded experience, a direct introduction or a jointly presented service.
How is one partner's data kept separate from another's?
Data isolation, access and residency requirements should be reviewed against the proposed workflow before any deployment commitment. See our security and residency information for the current platform approach.
Does this compete with our existing CRM or system of record?
The intent is to add decision context where it helps your clients, not assume your existing systems must be replaced. Any exchange with a system of record needs technical scoping.
How wide is the asset class coverage?
The platform supports 68 native asset classes and 314 sub-asset class overlays across 56 of them, across the major fund jurisdictions. That breadth is what makes one layer viable for partners whose users invest across very different structures.
What does Reuben AI not do?
It does not hold client money, settle transactions, act as a licensed administrator, trustee, custodian or registry, or provide audit, legal, tax or investment advice. Those responsibilities stay with the licensed party.
How does a partnership start?
With a conversation about your clients and their decisions. If there is a fit, we define a focused workflow and evaluate the product, data and governance requirements before agreeing next steps.
More detail on the infrastructure FAQ, or read the intelligence layer thesis.