Reuben AI

    Spreadsheets or a deal platform?

    When should a deal team move from spreadsheets to a deal platform?

    A deal team should move from spreadsheets to a deal platform when several deals run at once, findings need to be traced to their source, or executives need a current view without asking. Spreadsheets track lists well; a platform like Reuben AI also researches, keeps findings current and records each decision.

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    The problem today

    • Versions multiply and nobody knows which is current.
    • Findings in cells have no link to where they came from.
    • Executives ask for updates the sheet cannot give.

    How Reuben AI helps

    One current version. Every deal has one record everyone works from.

    Traced findings. Each finding shows where it came from.

    Live status. Executives see progress without a status meeting.

    When spreadsheets are enough

    For one or two simple deals a year, a well-kept spreadsheet may be all a team needs. The case for a platform grows with the number of live deals and the need to show evidence.

    What you get

    • Deal records
    • Pipeline view
    • Executive 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.
    How Reuben AI secures and governs data

    Frequently asked questions

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