CRM updates,
fully automated
Rubi syncs deal documents, emails, and meetings to your CRM and updates the right deal, company, and contact record for you.
Eliminate manual data entry
across your team
2 hrs/week saved per rep
0 manual CRM updates
100% field accuracy
Every record and interaction,
updated in real time
Rubi creates deals and update fields for you as new information comes in.
Rubi handles all related record sync-ing and creation making sure every object is populated.
Rubi auto-enriches with contact attributes so no person is left un-enriched.
Rubi logs emails and meetings for you, linking it to the related contact, company, and deal.
Make CRM operations
self-driving
Auto-Populate Fields from Deal Documents
Delegate manual data entry on every deal to Rubi and let it extract financials, intermediary contacts, company sectors, and more automatically.
Auto-Log Interactions from Calls and Meetings
Any call you take with a banker, expert, or owner is pushed to your CRM as an interaction, associated with the right deal, company, and contact.
Update Records With Natural Language
Whether it's via email, Slack, or Claude, simply chat against your deal data, make updates, and create new records all through natural language.
Connect Any CRM
Rubi supports the lion share of CRMs used across private markets, including DealCloud, Affinity, Salesforce, and Hubspot.
A data ingestion pipeline
custom-built for your firm
We learn your schema: sectors, theses, custom objects, all of it.
Email and calendar plugged so every interaction is captured.
Historical data ingested and synced bi-directionally.
Go live and never update a field again.
