AI for private markets and wealth platforms
Deals drafted from the issuer's files, diligence filled from the manager's.
For private investment marketplaces, fund and wealth platforms. Documents read into your forms, investors and deals matched, and every value finalized by a person, beside your regulated core.
Built for: Private investment marketplaces, fund administration, allocator and wealth platforms.
Already built or tried AI? Get it scored with the AI Scorecard.
keelstone.example/deals/harbor-lane/terms
Northgate Capital · Deally
DemoStep 1 of 5
Illustrative demo on a fictional firm. Not client work.
Where these products get stuck
What gets in the way, and how we handle it.
- 01
Forms nobody finishes
Suggestions from the files
Each field suggested from the uploaded documents, beside its current value, for a person to apply.
- 02
A regulated core in the way
Services beside the core
AI reaches the core only through its APIs; the core stays the system of record.
- 03
Many roles on one platform
Your roles, kept
Every agent works inside your existing roles and the deal or fund in view.
What compliance teams ask before they switch it on
Short answers your team can repeat.
- The AI suggests; a person applies every value, and nothing publishes on its own.
- Your core system stays the system of record, reached only through its APIs.
- Each user sees only what their role allows.
- We work within your SEC, FINRA, AML and KYC requirements.
AI inside your product
The modules and services that fit this kind of platform.
Each one is shown on a fictional firm. It is built into your codebase and ships under your name, on an engine we license to you.
What it connects to: Your core system's APIs, deal and diligence forms and investor profiles. Sprints use sample deals and documents.
Deallyby Datics AI
AI deal drafting for private investment platforms
Issuers upload their deck and financials, and the deal drafts itself for them to review.
Fits: Private investment marketplaces, crowdfunding and Reg D platforms, deal room software
Vettlyby Datics AI
AI due diligence and onboarding for fund platforms
Diligence forms pre-filled from the manager's documents, each value linked to its source.
Fits: Fund administration, allocator and wealth platforms, private markets data products
Matchlyby Datics AI
AI investor matching and deal recommendations
Issuers see which investors fit their round; investors see deals that fit them.
Fits: Private investment marketplaces, deal platforms, investor CRMs
AI beside your coreby Datics AIService
AI services around a regulated core system
AI and automation added as separate services that talk to your regulated core through its APIs.
Fits: Any regulated fintech product with its own core system
Proof
What we have built that this rests on.
57 featured AI case studies: AI products and AI built into live products, each written up on our Work page.
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.
How it works
Three ways to start, each at a fixed price.
Most private markets platforms start with Deally in a Build Sprint: file reading and field by field suggestions on one deal page.
Fintech Platform Product Review · 30 minutes, no chargeStart here. We look at your platform with you, agree the outcome you want for your users, and tell you which of the three below fits.
Book a 30-minute Product ReviewNo AI yet, and a module fits
Build Sprint
$10,000 fixed3 weeks
Pick it when: One of our modules delivers the outcome you want.
- One user outcome (2 to 3 related capabilities) working in your staging, behind a feature flag
- Pull requests to your repo, built on sample deals, documents and synthetic accounts
- Quality and safety evals, the cost per user and a packaging recommendation
- A fixed-price quote for production
Something new, or a plan first
Planning Sprint
$5,000 fixed2 weeks
Pick it when: You need something our modules do not cover, or want a plan before you build.
- Where AI fits across your platform, including beyond our modules
- A prioritized capability map, with what each one depends on
- A readiness review of your architecture, data, integrations and permissions
- A fixed-price quote to build it and take it to production
AI already built or tried
AI Scorecard
$5,000 fixed2 weeks
Pick it when: You have already built or tried an AI feature in your platform, live or not.
- One AI feature you have built, tested in staging on 50 of your own cases, with names and account details removed
- Tests for invented numbers, missing sources, another user's data and prompt injection
- Cost per user and a packaging recommendation
- A scorecard, ranked fixes, draft security answers and a fixed quote
Not a compliance audit or certification.
How the AI Scorecard worksProduction, at a fixed quote
We take what your Sprint built or planned live for your users, by pull request, with no standing production access. It typically includes load testing at your peak and a spend cap per firm. Your Sprint or Scorecard fee counts toward it.
After go-live, optional support
The product is finished and yours to run. If you want us to stay on: a named lead engineer, a monthly quality and cost report, testing before any model change, and more capabilities, each at its own fixed quote.
Stop after any Sprint and keep what you got.
How a Build Sprint runs
- In the setup week we map your core system, data and roles and agree what the Sprint touches.
- We follow your coding standards, tests and CI; your engineers review and merge every pull request.
- Half at signature, half when the Sprint Pack is delivered.
- Your time: about 2 to 3 hours a week from a product owner, plus an engineer to review pull requests.
Product improvements you can measure
What we agree to measure: quality and cost on test sets in the Build Sprint, adoption and outcomes once it is in production, so the decision to go further is made on evidence.
Deals finished faster
Days from first upload to a complete deal
Less rekeying
Share of fields filled by an applied suggestion
Rounds that fill
Matched investors who express interest
We set the success measures with you in the setup week.
Built for regulated platforms
Controls your customers' security reviews ask about.
Each control is a design fact about how the module is built and how we work, not a compliance claim.
Beside your core
Services that reach your system of record only through its APIs and the roles it already has.
Sample data in Sprints
Sprint work uses sample deals, documents and synthetic accounts, and ships as pull requests to your repo.
People decide
Orders, deal values, interest and KYC go ahead only when a person confirms them.
We work within your SEC, FINRA, AML and KYC, and privacy requirements. Compliance depends on the complete product, contracts, policies and operating environment; Datics does not present software engineering alone as legal certification, and nothing a module shows is investment advice on its own.
How we handle financial data and decisionsQuestions we hear on the first call
Straight answers before you book.
Does it work with a .NET or Java core?
Yes. The agents are separate services that call your core's APIs, whatever it is built in, and your team owns the screens.
Can it handle KYC?
AI never approves a KYC check. Your KYC process and providers stay as they are; we scope any AI support for them in the Product Review.
Other fintech platforms we build for
See it on your own platform.
Bring one product, workflow or AI feature. In 30 minutes we tell you which of the three ways to start fits, what it would cost to serve per user and what your compliance team will ask.
Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.