Your Apex Agent, live across every stage of the deal lifecycle.

An institutional agentic deal team. Sapiex reads CIMs, management models and transaction documents the way a great associate would, and cites every output to document, page and extract.

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Kaveri Auto Components · FY25 review

How did EBITDA margin move in FY25, and why?

EBITDA margin rose 140 basis points to 14.2%Source 1. Revenue grew 13% to ₹2,467 croreSource 1 as copper costs eased, and the Hosur plant ran at 81% utilisation against 72% a year earlierSource 2.

MeasureFY24FY25
Revenue (₹ crore)2,1842,467Source 1
EBITDA (₹ crore)279350Source 1
EBITDA margin12.8%14.2%Source 1
Hosur utilisation72%81%Source 2
An example answer. Kaveri Auto Components is a made-up company and its figures are illustrative.

We are Sapiex

An institutional agentic deal team.

Sapiex runs multi-model, multi-agent workflows. It reads CIMs, management inputs (Excel files and models) and transaction documents the way a great associate would, conducts deep competitive research, and delivers exceptional outputs: 15+ specialised agents, each owning a stage of the work.

The same agents run a buy-side deal, a sell-side mandate and a research coverage cycle. Every output is cited to document, page and extract. Every workflow runs on infrastructure designed for confidential deal data: your tenant, or your VPC.

The deal team is at its limit

Four problems that compound.

  1. 01

    Crunched timelines and stretched resources.

    8–12 weeks per diligence cycle, 2–3 deals per associate at a time. The team is the bottleneck.

  2. 02

    Fragmented data and AI tools.

    5–7 tools switched daily, none remembering context from your last deal.

  3. 03

    LLMs are a black box.

    Generic AI gives you outputs without source, no audit trail, no traceability. In investing, that's not unhelpful, it's a liability.

  4. 04

    Public LLMs aren't safe for confidential deal data.

    Anything sent into ChatGPT or Claude lives on someone else's infrastructure. Confidential deal information does not belong there.

Built for language, not dealmaking

Generic AI is a liability where the stakes are highest.

Three structural limits, and what we do about each.

  1. 01
    The problem

    Non-deterministic

    Ask twice, get two answers. Nothing you can reproduce.

    How we solve it

    Accuracy

    A deterministic process runs with the same rigour every time.

  2. 02
    The problem

    No judgement

    Can't tell a buried red flag from a headline.

    How we solve it

    Comprehensiveness

    Agents replicate the workflows of your best analysts, end to end.

  3. 03
    The problem

    Hallucinates

    Confident, unsourced answers with no audit trail.

    How we solve it

    Traceability

    Every insight linked to document, page and exact excerpt.

Determinism meets intelligence. Consistent, auditable outputs, the same rigour on every deal.

The deal lifecycle

Four stages, one team.

Specialised agents across sourcing, IC prep, diligence, and portfolio monitoring.Private equity, hedge funds, asset managers, family offices. We have more than we have shown; talk to us for the full inventory.

  1. 01

    Sourcing

    • KMP FinderSurfaces publicly available, verified key contacts at target companies.
    • CIM AnalyzerTears down CIMs from strategic headers to footnotes; flags red flags as you read.
  2. 02

    IC Prep

    • Financial AnalyzerDeep public and private company analysis, competitor benchmarking of financials and valuation.
    • Business AnalysisInvestor-specific analysis from large Excel files and models, surfacing the key investment highlights.
  3. 03

    Diligence & Transaction

    • Diligence Q&A AgentGenerates key management questions to stress-test the thesis and re-assess risk and value.
    • Legal ReviewerTears down transaction documents to flag key risks and complex exit scenarios, citing provisions and case law while preserving party privacy.
  4. 04

    Portfolio Monitoring

    • KPI TrackerTracks portfolio company progress against the IC case.
    • Management Q&A AgentStress-tests management on budget vs. actuals and key operational levers.

Many more at each stage. Reach out for a demo

Why Sapiex

We are different. Why?

Generic AI providers

optimise for
  1. 01Cost
  2. 02Speed
  3. 03Quality

Sapiex

optimises for
  1. 01Quality & depth
  2. 02Speed
  3. 03Cost

We optimise in this order. If a capability isn't live yet across the investment lifecycle, it's because we understand the depth involved and are rolling it out with precision engineered for an investor, not racing to ship a thin version.

Our users

We have users on both sides of the table.

“Deep insight on any business, every figure traced to its exact source. Proof, not promises, so I never second-guess reliability.”
360One PE · Associate
  • “Investor-grade, source-backed output that adapts to whatever I throw at it. Better than most analysts I have worked with.”
    TVS Capital · Associate
  • “One associate across the entire deal lifecycle: reviewing models, building comps, decks, you name it. Whatever the stage, it is already there.”
    Investec IB · Associate
  • “Human-grade research that pulls live pricing and competitor intelligence, not stale cached snippets. It does the market work for me.”
    Greater Pacific Capital · Associate
  • “TAM sizing to a full competitive landscape in minutes, far past what generic AI returns. That gap genuinely surprised us.”
    Dallas VC · Associate
  • “It does not just answer, it thinks and executes like an investor. That is what sets it apart.”
    OTPP PE · Associate
  • “Most tools get you to 80%. Sapiex is the digital associate that reaches the standards of human output, consistently.”
    Vixar · Associate

For institutional firms

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