Deally by Datics AI
Issuers upload their deck and financials, and the deal drafts itself for them to review.
Issuers stop copying their deck into long deal forms. Agents read what they upload and suggest each field beside its current value, and the issuer decides, one field at a time.
Built into your codebase and shipped under your name, on an engine we license to you.
keelstone.example/deals/harbor-lane/terms
Northgate Capital · Deally
DemoI uploaded our deck, memo, term sheet and financials. Can you fill the terms page?
6 suggestions waiting for the issuer
- Each beside the current value, with its source page
- 2 fields blank: not in the uploaded files
- The deal cannot publish until every value is final
4 files readSuggested field by fieldIssuer decides
Try it step by stepIllustrative demo on a fictional firm. Not client work.
Try it step by step
Deally on a fictional firm.
Northgate Capital (fictional). Step through the conversation, then see what Deally hands back, the way your Build Sprint would build it on synthetic data.
keelstone.example/deals/harbor-lane/terms
Northgate Capital · Deally
DemoStep 1 of 5
Illustrative demo on a fictional firm. Not client work.
What it hands back
keelstone.example/deals/harbor-lane/terms
Deal terms · Suggestions
Northgate Capital · Harbor Lane Logistics
- Target raise
- From deck, slide 14 · issuer to apply
- Waiting
- Instrument
- Preferred equity · from the term sheet
- Done
- Use of proceeds
- Drafted from the memo · issuer edited
- Done
- Target close
- Not in the files · left blank
- Check
- Lockup period
- Not in the files · left blank
- Check
The AI value is stored beside the issuer's. Only values a person finalizes reach the deal.
Illustrative demo on a fictional firm. Not client work.
What it does
What Deally can do.
Agents read the decks, memos and financials an issuer uploads and suggest each deal field beside its current value; the issuer applies, edits or rejects every one, and nothing publishes until the deal is complete.
Reads the deal files
Decks, memos, business plans and financials read in the background, with progress shown.
Field by field review
The current value beside the suggestion; the issuer applies, edits or rejects it.
Issuer chat
Knows the page in view, names the missing fields and drafts text such as use of proceeds.
Market summary
Summary, competitors and market context, from the issuer's files first and the web only for context.
A gate before publishing
A deal publishes only when the files are in and a person has finalized every value.
How it works
Agents run as services beside your core and read the deal files through its APIs. Each suggestion is stored with its source next to the human value, and your platform's own rules decide when a deal can publish.
Built on deal creation agents we delivered beside a live, regulated private investment marketplace.
Regulated investment platform
Private markets · Deal drafting
Pitch decks become drafted deals, and issuers approve each field before publishing
Issuers retyped decks and financials into long deal forms. Now AI suggests each field, and the issuer applies, edits or rejects it.
Regulated investment platform
Private markets · Investor matching
Investors get matched deals and document-backed answers, while every decision stays theirs
Investors read long deal files alone and issuers hunted for backers by hand. Now AI recommends, checks and drafts, and people decide.
Investment administration platform
Fund platforms · Due diligence
Portfolio & Sub-Client Investment Administration
AI-assisted fund onboarding, due diligence and document intelligence inside an investment administration platform.
Why it sells
What Deally does for your business.
What your firms get, and what it does for your renewals and pricing.
Deals finished, not abandoned
Issuers who start a deal get to the end of it.
Issuers stay in charge
Every value is theirs to apply, which compliance teams ask about first.
A premium issuer tier
AI drafting sold to issuers as part of a higher plan.
Controls
What Deally touches, and who approves.
Your firms' data is not used to train models for anyone else and stays in your cloud. Built and tested on synthetic or test data.
Who uses it
Issuers, deal teams, platform admins
What it connects to
Your deal forms and files through your core system's APIs
What a person approves
The issuer applies every value; the platform's own rules decide publishing
Switch per firm
On or off for each firm, with data settings their admins control.
How to get it
Two steps to a finished Deally.
Start with a three-week Build Sprint. Add more only if you want it.
First · Build Sprint · $10,000 fixed
Issuers finish a deal from their own files
- Reads the deal files
- Field by field review
- A gate before publishing
- In your staging, behind a feature flag
- Delivered as pull requests
- A test set your team reviews
- Week 1Setup
- Weeks 2 to 3Build
- You getDeally in your staging and a fixed production quote
- Your time
- About 2 to 3 hours a week from a product owner
- Data
- Synthetic or test data, never your firms' customers
- The fee
- Counts toward production
Then · Live in production
A finished product, yours to run
- Fixed quote
- Tested before launch
- Switch per firm
- A finished, working Deally in your product
- Runs in your cloud, under your name
- Fixed quote, agreed before we start
Optional · Add more later
Only if you want it
More of Deally:
- Issuer chat
- Market summary
Another module:
- Each one quoted on its own
- Nothing ongoing unless you ask
Already built or tried AI? Get it scored with the AI Scorecard. Need something else? Start with a Planning Sprint.
FAQ
Questions about Deally.
Can the AI publish a deal?
No. It suggests values; the issuer applies each one, and your platform's own rules decide publishing.
Where do the values come from?
From the files the issuer uploaded first. Web search is used only for market context, and a value not found in the files is left blank.
Does it work with our existing deal forms?
Yes. The chat receives the current page and its fields, so new fields on a screen do not need retraining.
See Deally on your own product.
Bring your product and one workflow. In 30 minutes we look at where Deally fits, what it would cost to serve and what your firms' security review will ask.
Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.