Investment intelligence for every desk.
Agents run each desk on your firm’s judgment. Institutional Memory keeps every deal, model, and IC decision on one record. Pipeline, underwriting, diligence, and Ask Sam are the modules they use.
Institutional Memory
Your firm’s judgment — deals, models, brokers, IC decisions, and outcomes — connected so the next decision never starts from scratch.
- History ingested from models, OMs, CRM, and deal outcomes
- Precedents and reject reasons on demand
- Natural-language recall across the portfolio
- Memory grows as deals pass, close, or are held
Agents for every desk
Purpose-built agents execute acquisitions, origination, development, and asset management workflows — with human approval before anything leaves the firm.
- Acquisition Agent — equity inbox to IC
- Origination Agent — debt sizing and term sheets
- Development Agent — Sources & Uses and draws
- Asset Management & Service Monitor — hold period and serviced book
Modules on one record
Pipeline, underwriting, data room, market research, CRM, and Ask Sam sit on the same deal record agents work — not separate silos.
- Deal Pipeline — log, pipeline, archive, dashboard
- Underwriting — living models and Excel export
- Data Room & Diligence — documents and checklists
- Ask Sam — analyst context with approval gates
We embed with your desk.
Plex specialists sit with acquisitions, origination, and asset management on live deals, live models, and the books you already run until your people own it day to day.
Sit with the team
We start on your live pipeline and serviced book, not a sandbox. Specialists work beside the desk on deals, loans, and assets already in motion.
Encode the playbook
Buy box, models, covenants, and committee habits get written in so the next deal runs the way this firm actually decides, not a generic workflow.
Transfer ownership
We stay until the desk is running it day to day. The system remains yours. The specialists step back when your people no longer need them in the chair.