Benchmark

Benchmark is an AI knowledge platform for investment firms that connects to data rooms, email, models, and legal documents, extracting and structuring their content into institutional knowledge that teams and AI agents can query. It addresses the problem of knowledge being scattered across disconnected systems and held by individual people, making a firm's accumulated deal history, memos, and models actionable.

The platform supports screening deals, drafting memos, building comps, and monitoring portfolios, producing deliverables grounded in the firm's history. It incorporates personal and deal memory, tailoring outputs to each user's preferences and corrections over time. Security features include SOC 2 Type II certification, encryption in transit and at rest, SSO, audit logs, data lifecycle management, granular role-based permissions, and a policy of no training on customer data.

Benchmark is aimed at investment firms across strategies including private credit, private equity, real estate, secondaries, family offices, growth equity, liquid credit, infrastructure, direct lending, co-investments, and real estate. Access is arranged by requesting a demo, with detailed security documentation available through a Trust Center request.