Every number has a receipt.

A permanent, source-linked knowledge base for every deal. Mandate to memo in days, not weeks.

01

The problem

Time lost

Most analyst hours go to extracting deal information, not analyzing it.

Scattered

Research is buried across notes, models, and data rooms — and evaporates between deals.

No record

Chat-based AI gives you answers. It doesn't give you a record.

02

From data room to decision, continuously

Not a pipeline you run once. Advisare is the operating system for the deal: new material enters at any stage, and everything downstream of it is recomputed against the same record.

01IngestData rooms, CIMs, filings, and the open web — one workspace.any file type
02ExtractEvery document read into a structured ontology — each field sourced.every field sourced
03SynthesizeFindings become a permanent, queryable knowledge base.one shared record
04ScreenDeterministic engines score the deal against your rubric.same inputs → same score
05DeliverIC memos and decks in your firm's own templates.your templates
RefreshNew documents, filings, and data enter at any point. Every field, score, and memo downstream updates, and the record keeps its history.continuous
03

What a chatbot can't replicate

Provenance as a data model

Every field carries its document, page, and date. Provenance isn't bolted on — it's the schema.

Deterministic math where it counts

Calculations run as code, not prompts. Same inputs, same numbers — audit after audit.

Structured, comparable knowledge

A shared ontology lines deals up field-for-field — compare your pipeline like rows in a ledger.

04

Why not just ChatGPT Enterprise?

Generic chatbota transcript

Answers that end when the window closes.

Advisarea system of record

A record that compounds, deal after deal.

Read the honest comparison →
05

The deliverable is the IC memo.

Not a chat log — the memo and committee deck, in your firm's own house style.

Give us two or three past decks. We match the structure and tone, with every figure traceable to its source.

A rendered Advisare IC memo with sourced figures
Purpose-built research agents·Every asset class·A structured deal ontology·Deterministic scoring engines·Every field sourced

Bring a live deal.

We'll build its knowledge base during the meeting.

Book a demo