Screen

Deal screening,
the way it should be

Rubi codifies your investment thesis and evaluation criteria, surfaces missing diligence info, and lets you move faster and choose better.

Get to no faster and
focus on the right deals

4 hours saved per deal

0 time spent reading a CIM

100% deal scoring accuracy

Every mandate and strategy,
in one screening engine

Investment Theses
Knows what you're looking for

Rubi learns your firm's sector focus, deal structures, transaction types, and more.

Evaluation Criteria
Knows what good looks like

Rubi codifies how you score deals and how you calculate metrics specific to your firm.

Diligence Questions
Knows what questions you ask

Rubi automatically answers your DDQs, surfaces missing info, and proposes new questions to ask.

Benchmarking
Knows what to compare it with

Rubi automatically pulls similar deals, populates a table, and surfaces what you need to know.

Scale your deal flow
without adding headcount

Unify every piece of deal data into a single view

Rubi connects to all the places deal data lives—CIMs, data rooms, emails, and meetings—and brings it into one queryable view that grows as more data is added.

Evaluate opportunities across theses and strategies

Apply different "lenses" to deals so your firm has the flexibility to correctly evaluate opportunities across strategies and mandates.

Answer diligence questions and identify deal-specific ones automatically

Rubi builds a deal-specific question set from your firm's DDQs, answers the questions for you, and surfaces new ones that the deal requires.

Turn historical decisions into actionable insights

Every deal Rubi screens gets added to your firm's proprietary database that sharpens Rubi's ability to identify trends, score deals, and help you make decisions.

Train Rubi like
you would an analyst

1. Define your thesis

Your sectors, deals size, and theses, codified.

2. Set your scoring rubric

Your evaluation criteria and metrics, defined once.

3. Build your DDQs

Your diligence questions, stored in one intelligent place.

4. Configure your lenses

Build different theses and scores for different strategies.

Build your origination engine today