Any asset class, any fund type, any vehicle, any jurisdiction. One data layer from fund setup and fundraising through to LP reporting.
On first login: live deal pipeline, IC memo workflow, and LP report layer.
Used by institutional investors, GPs, and family offices across APAC, EMEA, and North America. No card required.
Our team comes from
Every private capital team, from VC and PE to private credit, family offices and institutional allocators, runs on a stack of tools that do not talk to each other. Reuben AI is one platform for the whole investment workflow. Any asset class, any fund structure, any jurisdiction.
Decisions live in inboxes, decks and people's heads. When someone leaves, the thinking leaves with them. New joiners rebuild context from scratch.
Every decision, the evidence behind it and the people who signed off are captured as they happen. The fund's memory compounds instead of resetting.
Diligence runs on self-reported decks and static checklists. Generic AI can summarise a document but cannot check a claim against registries, filings, financials and references.
Every data point is marked as self-reported, verified or independently corroborated. Legal, commercial, market, financial and people angles are covered in one pass.
Analysts re-check fit deal by deal. Generic AI has no memory of what the fund actually invests in. Home-built scoring breaks the moment the person who built it leaves.
The fund's investment strategy is set once and applied to every deal automatically, the same way, every time, whoever is at the desk.
Numbers arrive quarterly by email. Someone stitches them into spreadsheets. Investor updates are out of date the day they ship.
Portfolio views update continuously in the background. What investors, the board and the team see today reflects what is true today.
CRM in one place, data room in another, diligence tools somewhere else, investor portal elsewhere again. Nothing reconciles. Nothing shares what it knows.
One platform for the full investment lifecycle, across any asset class, fund structure and jurisdiction. One source of truth, one audit trail.
Investor, counterparty and portfolio company checks refresh annually and by hand. Point tools miss jurisdiction-specific rules and leave gaps between reviews.
Continuous monitoring across founders, investors and portfolio companies, across jurisdictions. Always ready for auditors and regulators without the manual scramble.
One platform for the entire investment workflow. Regardless of asset class, fund vehicle, or geography.
See how Reuben AI compares to your stackUp next: the full lifecycleEvery stage a private capital fund runs, and where your current stack sits. The gaps are where the intelligence gets lost.
One platform, one data layer
Reuben AI covers every stage of the lifecycle
Full decision provenance and audit trail across all 13 stages
Market research
Your stack today
PitchBookPreqinCrunchbaseCB InsightsFund setup
Your stack today
CartaAngelListDecile HubFundraising
Your stack today
Juniper SquareCartaLP mgmt
Your stack today
Juniper SquareCartaPipeline & CRM
Your stack today
AffinityDealCloudAttio4DegreesSalesforceHubSpotPipedriveSourcing
Your stack today
AffinityPitchBookDiligence
Your stack today
NotionExcelCustom buildsIC
Your stack today
NotionWordCustom buildsExecution
Your stack today
DatasiteAnsaradaDocSendIntralinksPortfolio
Your stack today
ChronographVisibleCobaltReporting
Your stack today
ChronographJuniper SquareExcelGovernance
Your stack today
AllvueeFrontCustom buildsFund ops
Your stack today
AllvueeFrontDynamoBackstopMaybernCross-cutting layer
Document management & analysis flows through every stage
One platform, one data layer
Reuben AI covers every stage below
Market research
Your stack today
Fund structuring & setup
Your stack today
Fundraising from LPs
Your stack today
LP onboarding & management
Your stack today
Pipeline & CRM
Your stack today
Sourcing & intake
Your stack today
Diligence & deal analysis
Your stack today
IC memos & committees
Your stack today
Deal execution & closing
Your stack today
Portfolio & founder management
Your stack today
Reporting (LP, board, regulatory)
Your stack today
Governance & compliance
Your stack today
Fund operations & admin
Your stack today
Cross-cutting layer
Document management & analysis flows through every stage
Not adapted from a retail product. Not a general AI tool pointed at a finance use case. Available for venture capital, private equity, private credit, family offices, and institutional banks. Built from the ground up for the governance, security, and decision standards that institutional funds require.
One operational layer across every stage of the front office, from the first signal to the LP report.
Research
An AI research engine analyses companies, markets, and competitive landscapes across hundreds of data sources. Market signals, risk heatmaps, and portfolio impact intelligence: in minutes, not days.
Select a stage to explore it
Generic AI drafts. It does not remember your fund's mandate, cite a source or leave an audit trail. Reuben AI saves your criteria as a mandate token, keeps every workflow up to date automatically, and turns generic AI output into institutional-grade decisions.
Bring your investment thesis in from a chat window, a document or a template. Reuben AI saves it inside the platform and applies it to every deal, memo, monitoring check and LP update. We call this your mandate token. No re-prompting. No drift. Every analyst scores deals the same way.
The alternative: criteria that live in a chat window, forgotten the moment the tab closes.
Company files, market data, KYC and AML checks, and portfolio KPIs refresh in the background. We call this a living platform. What your team sees today is what is true today. No quarterly rebuilds. No stale decks.
The alternative: memos written on Monday and stale by Friday. Portfolio packs rebuilt every quarter.
Deploy with your preferred AI models. Host data in the jurisdictions your compliance team requires. No vendor lock-in and no architectural compromise.
The alternative: one vendor's model, one region's hosting, one compliance headache.
Every AI output ties back to the deal, the decision, the source data and the approver. Provenance travels with the data through diligence, IC, closing and portfolio monitoring. That is the difference between a chat tool and a data backbone.
The alternative: AI outputs with no source, no approval chain, no audit trail.
One platform for the whole private capital investment workflow. Your fund's criteria are saved once. Your data refreshes on its own. Every stage of the lifecycle reads from the same governed data.
Institutional capability without the enterprise implementation. Live in days, not quarters.
Research > Source > Diligence > Decision > Close > Monitor > Report
Bring your investment thesis in from a chat window, a document or a template. Reuben AI saves it inside the platform and applies it to every workflow. We call this your mandate token. Every score, memo and recommendation reads from it, so nothing drifts.
Reuben AI research across hundreds of sources surfaces opportunities that fit your criteria: companies, credit issuers, real assets, funds, secondaries and co-invest looks. A branded intake portal lets counterparties (founders, sponsors, brokers, advisors, GPs) submit into your pipeline directly, with a first-pass lens verdict against your mandate before an analyst opens the file.
Continuous KYC, KYB and AML monitoring across founders, LPs and portfolio companies. Your fund stays audit-ready across every jurisdiction you operate in, with no manual chase.
Claimed is not diligenced. Every data point is tiered by source (self-reported, verified or triangulated) and cross-checked across legal, commercial, market, financial and people dimensions. Diligence keeps evolving through the hold, not frozen at close.
Structured IC memos, partner voting, condition-precedent tracking and deal-room milestones. Every decision leaves a full audit trail from memo to close, defensible months and years later.
Portfolio KPIs, fund performance and LP reporting all read from live data that refreshes in the background. What you see today is what is true today. Cross-fund and multi-strategy roll-ups out of the box.
Portfolio companies, sponsors and asset owners submit updates through a branded portal. Co-investors coordinate at the deal level. LPs, advisors and external IC members each get their own governed view. Nobody sees more than they should.
Built by leaders and operators from Xero, McKinsey, Barclays, and Fitch
Founder, Reuben AI
Building from beautiful Sydney, Australia
Former strategy and deal executive across Xero, Thomson Reuters, Barclays, EY, and Accenture. Deep transaction experience across international markets. Built Reuben AI because the infrastructure problem in private capital is structural, not technical, and nobody had solved it at the data layer.
Start free. Scale per fund. Unlimited users on every plan.
forever
per fund / month
per fund / month
custom platform fee
Starter
Growth
Enterprise
Transaction fee on every plan: a marginal sliding scale on total transaction value, from 0.75% on the first $10M down to a 0.30% floor above $100M.
One data layer.
Sourcing, diligence, IC, portfolio and LP reporting on the same record. No reconciliation.
Full decision provenance.
Every verdict traces back to source document, author and IC vote. Audit-ready.
Mandate-calibrated analysis.
Verdict bands and analysis lenses tuned to your thesis, not generic scoring.
Native due diligence and IC.
Deep diligence, structured memos and approvals built in. Not a bolt-on.
Continuous compliance.
KYC, KYB, AML and sanctions screening inside the workflow, not a separate tool.
Unlimited users.
CRM migration and data provider integrations included. Priced by deal flow, not seats.
Billed in USD unless arranged otherwise.
Reuben AI is compatible with
We compile research from leading data providers
Expert guides on AI-native investing, deal sourcing, due diligence, and fund governance.
View all articlesInvestment, operational, regulatory, ESG and AI governance evidence on one record across allocator, GP, admin, ODD, custody and counsel.
A 2026 map across the EU, UK, US, Singapore, Hong Kong, Australia and the Gulf, with deep-dive sections for PE, VC, credit, secondaries, family office and real assets.
Operationalise AI governance for VC, PE and credit funds: model register, FRIA workflow, AI disclosure badges and Article 14 oversight before 2 August 2026.
A 10-step compliance checklist for VC, PE, credit and family office funds preparing for full EU AI Act enforcement in August 2026.
Triangulation captures independent expert scorecards on the same dimensions, weights them by domain authority, and flags conflicts for resolution before the IC vote.
See how Reuben AI supports every stage of your investment workflow
Pipeline tracking and scoring for every opportunity
Explore Deal ManagementAutomated analysis across 12 investment dimensions
Explore AI Due DiligenceIC workflows, audit trails, and decision provenance
Explore Fund GovernanceAutomate quarterly reports from a single data layer
Explore LP ReportingReal-time KPIs from portfolio company submissions
Explore Portfolio MonitoringRelationship intelligence beyond traditional CRM
Explore Private Equity CRMSource, filter, and prioritise inbound deal flow
Explore Deal Flow ManagementMove from spreadsheets to structured fund reporting
Explore Replace Excel ReportingBrowse AI-scored startups by sector, stage, and geography
Explore Startup DirectoryDiscover mid-market and SME opportunities scored by AI
Explore Mid-Market DirectoryInstitutional-grade operations from Fund I, no ops team required
Explore For Emerging ManagersGet answers to the most commonly asked questions about Reuben AI
Book a walkthrough with our team, or start a free workspace and we'll meet you there. Most institutional teams do both.