The analyst on every deal.
Deal-scoped or firm-wide. Drafts, analysis, and materials sit on the same record as underwriting, with approval before anything leaves the desk.
Built around the deal, not a chat window
Sam is wired to deals, brokers, sponsors, models, and your firm’s history — so answers come with the file, not a generic summary.
- Deal-scoped and firm-wide conversations
- Context picker for deals, brokers, sponsors
- File-aware questions from the data room
Institutional-grade outputs
Reports, LOIs, term sheets, outreach — produced to the standards your team holds themselves to, with approval gates.
- /summarize, /red-flags, /returns, /rent-comps, /business-plan
- /loi (equity) and /termsheet (debt)
- /generate-report and PDF templates
- /draft-email with HITL before send
Human-in-the-loop by design
Mutations, emails, and legal packs pause. Approve, reject, or edit — your firm stays in control.
- Approve / reject / edit tool arguments
- Batched approvals when multiple tools wait
- Read-only users never send or mutate
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.
Commands your analysts will actually use
Suggestion chips and slash commands mirror real acquisitions work — not toy demos.
- /create-deal from these materials
- /find-deals matching our buy box
- /red-flags before IC
- How has our strategy evolved in 5 years?