Syncing
New Reply
Banker answered your follow-ups.
Calendar Invite
Pitch deck review at 3pm tomorrow.
Emails
Rubi connects to your inbox and maps every conversation to the right deal, contact, and firm.
The origination engine for private equity
Rubi automates data entry, deal diligence, and relationship management so your team spends more time making decisions.
+1
Rubi brings all your data into one place
Transcribing
SyncExpert CallOwner Check-InBanker CallExpert CallSyncSyncExpert CallOwner Check-InBanker CallExpert CallSyncSyncExpert CallOwner Check-InBanker CallExpert CallSync
Meetings
Rubi's notetaker transcribes every call and ties it to the right deal, contact, and company.
Banker CIM
Data Room
2025 Profit & Loss
Latest Debt Expenses
QuickBook Exports
Memorandum
Marketing
Pipeline Forecast
Channel Mix
Campaign Brief
Quarterly Report
Tax Files
K-1 Statements
Form 1120
Sales Tax
Extracting
Documents
Rubi extracts and stores CIMs, teasers, NDAs, and data rooms the moment they hit your inbox.
So agents can
automate your work
Sync
Updates your CRM
Rubi syncs and updates your CRM so every deal, contact, and company record stays current and fully populated without manual entry.
Sync all incoming deals to your CRM
Build
Drafts your memos
Rubi sits on top of all your deal data and codifies your templates to the pixel so you can scale across output types, deal volume, and team members.
Generate charts, tables, and narrative
Screen
Screens your deals
Rubi screens deals based off your investment thesis and evaluation criteria, surfaces missing diligence info, and lets you move faster and choose better.
Surface deals aligned to your thesis
Nurture
Nurtures your relationships
Rubi combines relationship history, deal activity, and custom signals to help you re-engage existing relationships and automate outbound to new leads.
Keep every relationship warm
“Rubi has fundamentally changed how we evaluate deals at IMB Partners. From CIM to investment memo in a fraction of the time, with DealCloud sync and industry benchmarking built in, it's become an indispensable part of our BD process.”
Chris Buffone
Head of Business Development
IMB Partners
IMB Partners
Rubi helped IMB Partners transform their top of funnel screening and memo creation.
2.6x
increase in deal volume since starting Rubi
Turn your deal flow
into deal intelligence
Deal-level automation
Rubi automates every step of the deal screening process, from teaser logged to bid submitted.
Firm-level intelligence
Every deal is added to your firm's database, enabling robust benchmarking, proprietary market insights, and decision-making trends.
Built for enterprise.Secure by design.
- SOC II Compliant
The highest standard in SAAS compliance. Your data stay confidential, always.
- No data sharing, ever
Zero Data Retention with every foundation lab. Your data is never used for training.
Built for enterprise.Secure by design.
- SOC II Compliant
The highest standard in SAAS compliance. Your data stay confidential, always.
- No data sharing, ever
Zero Data Retention with every foundation lab. Your data is never used for training.
Our Philosophy
Every firm operates differently, and your system should reflect that. Rubi embeds former PE operators, AI engineers, and implementation specialists directly into your workflow to build the most effective agents, outputs, and configurations for how your team actually works
