Reuben AI

    AI deal notes that stay current

    What are AI deal notes?

    AI deal notes are short written summaries of a private markets deal, drafted with AI from the deal's documents and research. A good note states the thesis, the key risks, the open questions and the evidence behind each point. Reuben AI keeps deal notes current, so investors see what changed after the first draft and why it matters.

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    The problem today

    • Deal notes are written once and go stale as soon as new information arrives.
    • Claims in a note often cannot be traced back to the document they came from.
    • Each analyst writes notes differently, so investors cannot compare deals.

    How Reuben AI helps

    One structure. Every note follows the same sections, so deals can be compared side by side.

    Evidence on every point. Each finding links to its evidence, so a reader can check it.

    Kept current. When a key person leaves or a figure changes, the note shows what changed.

    Illustrative deal note outline

    • Thesis in two sentences
    • Three key risks, each with its evidence
    • Open questions for the counterparty
    • What changed since the last update

    What you get

    • Deal note
    • Risk summary
    • Questions for the counterparty
    • Change log

    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.
    How Reuben AI secures and governs data

    Frequently asked questions

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