Your memos,
engineered for scale
Rubi sits on top of all your deal data and codifies your templates so you can scale across output types, deal volume, and team size.
Less prompting,
more presenting
4 hours saved per memo
0 time spent on assembling data
100% template accuracy
Any memo and report,
recurring or ad-hoc
Rubi drafts your IC memo when you need it, pulling from CIMs, emails, and meetings.
Rubi's notetaker drafts notes for you after every meeting that you can share with the team.
Rubi automatically pulls similar deals, populates a table, and surfaces what you need to know.
Rubi combines your historical deal data with web research agents for when you want to go deep.
Imagine an analyst who knows your
data, workflows, and standards
One system to handle endless use-cases
By sitting on top of all your deal data and codifying your formats, you can create any memo for any stage of a deal's lifecycle and quick one-off reports, rendered instantly.
Fully editable in an interactive AI canvas
Simply say "add a customer concentration chart" or "add a new section comparing this to similar deals we've seen" and it's rendered instantly, in your format, from your data.
Built to your firm's brand and standards
Rubi partners your firm with a dedicated design engineer to ensure each output is correct and can handle any output from first generation to first hundred.
Supports any document type
Rubi can handle any output that your team currently uses. Microsoft Word, Excel, and Powerpoint are supported out of the box.
How we turn your memo drafting
into an AI-native workflow
Codified to the pixel so outputs look like yours, every time.
Connect everything the memo needs, already linked.
Make sure the memo's ready, exactly when you need it.
Open the draft and take it the final mile.
