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YBacked by Y Combinator

AI for
Investment Firms.

Benchmark puts your knowledge to work. Move faster, make better decisions, and never start from scratch.

Private Credit
Private Equity
Real Estate
Secondaries
Family Offices
Growth Equity
Liquid Credit
Infrastructure
Direct Lending
Co-Investments
Private Credit
Private Equity
Real Estate
Secondaries
Family Offices
Growth Equity
Liquid Credit
Infrastructure
Direct Lending
Co-Investments

Your firm's edge lives in the thousands of deals you've seen, the memos you've written, the models you've built. But that knowledge is locked inside disconnected systems and the heads of people who've been there the longest. Benchmark makes all of it actionable, for your team and your agents.

How It Works

Connect & structure your data

Your data is scattered across data rooms, email, models, and legal docs. Benchmark connects to all of it, extracts what matters, and structures it into institutional knowledge your whole team can query.

Put Benchmark to work

Screen deals, draft memos, build comps, monitor portfolios. Real deliverables in your format, grounded in your firm's full history.

Every decision makes it sharper

Every decision, outcome, and correction tailors Benchmark to how your firm thinks and how each person on your team works. Your newest analyst gets the accumulated judgment of the entire firm from day one.

Use Cases

How firms are using Benchmark

Global Credit Platform

Reduced new deal screening time by 80% with all new deals screened by Benchmark. Surface relevant comps, flag patterns, and draft preliminary memos — before your team even opens a data room.

Global Investment Fund

Feeds all existing structured and unstructured data into Benchmark, making it the core of their tech stack. Teams work end-to-end within Benchmark across the entire investment lifecycle — from sourcing through monitoring.

Real Estate PE Fund

Uses Benchmark to generate investment memos and deal artifacts in minutes instead of days — dramatically reducing time to act on new opportunities as they hit the market.

Secondaries Fund

Normalizes data across fund reports and performance metrics to build a unified view of performance — enabling them to cut through messy structures and noise.

Security

Enterprise-grade
by design.

Request access to our Trust Center

Zero Training on Your Data

Your proprietary information is never used to train models. Your edge stays yours.

Enterprise Grade Encryption

Data encrypted in transit and at rest. Only authorized users access your workspace.

Enterprise Controls

SSO, audit logs, data lifecycle management, and granular permission controls.

AICPA SOC 2 Type II

SOC 2 Type II

Independently certified with regular third-party penetration testing.

Put your firm's
knowledge to work.

Request a Demo