Datics AI
AI for Fintech

Matchly by Datics AI

Issuers see which investors fit their round; investors see deals that fit them.

Both sides of your marketplace find each other faster. Matchly scores investors for each round and recommends deals to each investor, and it never acts: people send, accept and invest.

See it in your platform Try the demo

Built into your codebase and shipped under your name, on an engine we license to you.

keelstone.example/deals/cedar-ridge-solar/investors

Northgate Capital · Matchly

Demo

Which of our investors fit the Cedar Ridge Solar round?

3 invitations waiting for the deal team

  • Matched on type, ticket size and region
  • Each invitation says why the deal fits
  • Sent only when the deal team approves

12 investors scoredRead onlyDeal team sends

Try it step by step

Illustrative demo on a fictional firm. Not client work.

Try it step by step

Matchly on a fictional firm.

Northgate Capital (fictional). Step through the conversation, then see what Matchly hands back, the way your Build Sprint would build it on synthetic data.

keelstone.example/deals/cedar-ridge-solar/investors

Northgate Capital · Matchly

Demo

  • Which of our investors fit the Cedar Ridge Solar round?

Step 1 of 5

Illustrative demo on a fictional firm. Not client work.

What it hands back

keelstone.example/deals/cedar-ridge-solar/investors

Investor match · Cedar Ridge Solar

Northgate Capital · senior debt round

Matchly
Top match
Investor INV-208 · renewables debt, same region
Done
Ticket size
Within each top investor's usual range
Done
Recent activity
Each joined a similar deal in the last year
Done
Excluded
1 investor flagged do not contact
Check
Invitations
3 drafted · waiting for the deal team
Waiting

Recommendations only. People send every invitation and make every investment.

Illustrative demo on a fictional firm. Not client work.

What it does

What Matchly can do.

Read-only recommendations on both sides of a marketplace: investors scored for an issuer on type, ticket size and geography, deals recommended to investors from their interests and activity, and drafted expressions of interest people finish.

Investor matching for issuers

Potential investors scored on investment type, ticket size and geography.

Deal recommendations

Deals suggested from each investor's interests, past activity and risk profile.

Investor-side summary

A second summary that checks the issuer's against market context.

Drafted interest

An expression of interest drafted inside your wizard, editable before it is sent.

How it works

Matching reads investor profiles and activity already on your platform and scores them against each deal. The investor side works from the deal in view and a few named sources, with nothing kept between sessions.

Built on read-only investor agents we delivered for a live private investment marketplace.

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.

Brownfield AIAgentic workflowsInside a live product
Read case study

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.

Brownfield AIAgentic workflowsInside a live product
Read case study

Canadian jobs and immigration startup

Explainable matching · Scores with reasons

Job seekers heading to Canada see matched jobs and immigration pathways, scores explained

Job seekers could not tell which Canadian jobs or pathways fit them; now their CV builds a profile and every match shows why it scored.

AI-native productDocument intelligenceIntegrations
Read case study

Why it sells

What Matchly does for your business.

What your firms get, and what it does for your renewals and pricing.

Rounds that fill

Issuers reach investors who already fit, sooner.

Investors who come back

Deals that match their interests, explained in plain words.

Read only by design

Nothing is sent or invested without a person, the first thing compliance teams ask about.

Built for:Private markets, fund and wealth platforms

Controls

What Matchly 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, investors, deal teams

  • What it connects to

    Investor profiles, deal data and activity on your platform

  • What a person approves

    People send outreach, submit interest and accept it; the AI is read only

  • Switch per firm

    On or off for each firm, with data settings their admins control.

See all controls and how we handle financial data and decisions

How to get it

Two steps to a finished Matchly.

Start with a three-week Build Sprint. Add more only if you want it.

  1. First · Build Sprint · $10,000 fixed

    Issuers and investors find each other faster

    • Investor matching for issuers
    • Deal recommendations
    • Drafted interest
    • In your staging, behind a feature flag
    • Delivered as pull requests
    • A test set your team reviews
    1. Week 1Setup
    2. Weeks 2 to 3Build
    3. You getMatchly 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
    See Matchly in your platform See a sample Build Sprint Pack

  2. Then · Live in production

    A finished product, yours to run

    • Fixed quote
    • Tested before launch
    • Switch per firm
    • A finished, working Matchly in your product
    • Runs in your cloud, under your name
    • Fixed quote, agreed before we start

  3. Optional · Add more later

    Only if you want it

    More of Matchly:

    • Investor-side 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 Matchly.

Does it contact investors on its own?

No. It drafts; the deal team or the issuer sends.

What does it remember about investors?

Only what is on their profile and activity in your platform. The deal assistant keeps nothing between sessions.

See Matchly on your own product.

Bring your product and one workflow. In 30 minutes we look at where Matchly fits, what it would cost to serve and what your firms' security review will ask.

Book a 30-minute Product Review All fintech modules

Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.

See Matchly in your platform