◈ Homepage — https://sageai.dev/Sage AI Solutions Deliverable Creation Information Retrieval Investment Banking Security How We Secure Your Data Security & Privacy Policy Governance Responsible AI Overview Answers You Can Trust Data Training & Privacy Principles & Approach Company Contact Us The AI Product Suite for M&A Teams Quality without complexity, Sage AI works for you. See Examples Get Started 5+ AI products engineered for M&A in one easy to use package CIMs Teasers Information Requests Diligence Questions Visualizations From data to deal-ready CIMs in minutes Generate complete Confidential Information Memorandums with smart templates and industry-specific insights at your direction Craft compelling investment theses and highlight key value drivers through AI-enhanced analysis of your data Capture attention with quality Teasers Create crisp, engaging teasers that protect confidentiality while showcasing your client's unique value proposition Develop multiple teaser variations to target different buyer segments, with precisely highlighted relevant synergies Never chase documents again Streamline information gathering with smart questionnaires that identify and fill critical data gaps Enhance your due diligence by quickly identifying potential issues and inconsistencies across documents Always ready with the right answer Deliver instant, accurate responses to common buyer questions using your deal documentation Monitor buyer engagement patterns to identify serious prospects and their key areas of interest Find Any Information in the Data Room In Seconds Enhance your due diligence by quickly identifying potential issues and inconsistencies across documents Build comprehensive due diligence reports with industry-specific analysis and risk assessments Tell the growth story that sells Transform your financial data into professional, deal-ready visualizations Create dynamic charts that showcase growth trends, margin expansion, and other key investment metrics See exactly how it works in 5 minutes. Sage users have done $60B+ in deal volume YTD Sage AI is being used by dozens of investment banks daily "Essential to how we execute deals" "What started as a CIM creation tool has become essential to how we execute deals. The quality and seamless integration made committing long-term an easy choice. We're handling more deals without growing pains, and it's actually strengthened our brand consistency." Nationwide Tech Middle Market Boutique "Integration with our workflows made adoption painless" "The real value isn't just in creating documents faster - it's that Sage AI maintains consistent quality across all our teams. We're running more deals without sacrificing our standards, and our juniors are spending more time on strategic work instead of document creation. The seamless integration with our existing workflow made adoption painless." Specialized Oil & Gas Boutique "I have a fiduciary responsibility to tell everyone about this" "Within two weeks, Sage AI helping us create CIMs that matched our quality standards. As a three-person team, we were skeptical of AI, but it genuinely captured our voice and accelerated our process. We're now taking on deals we would have previously passed on due to bandwidth constraints." Middle Market Boutique in the Southeast U.S. Powering M&A Deals Across 26 Countries & 6 Continents Perfect for Specialized Boutiques, Middle Market Boutiques and Enterprise Investment Banks Sage AI is the perfect choice for Investment Banks that do a handful of deals per year, and for banks running dozens of live deals at a time. Sage is your competitive edge to run high quality, low friction deals Specialized Boutiques Lean Operations: Automates core deal documents and diligence tasks, letting boutiques deliver large-bank quality without the headcount Knowledge Capture: Preserves and leverages all client interactions and meeting insights, ensuring no deal knowledge slips through the cracks Client Response Time: Handles buyer questions and diligence requests instantly, giving boutiques the rapid response power of large banks Middle Market Boutiques Team Coordination: Streamlines deal document creation and diligence across multiple bankers, ensuring consistent quality and eliminating duplicate work Knowledge Network: Turns every call, meeting, and interaction into searchable deal insights, helping teams build on each other's client relationships Deal Launch Speed: Generates first-draft CIMs and teasers in hours instead of weeks, letting your growing team take on more mandates Enterprise Investment Banks Cross-Team Intelligence: Connects deal knowledge and client insights across your industry groups and offices, breaking down information silos Platform Consistency: Maintains uniform quality in deal documents and communications across your full organization while preserving sector expertise Scale-Driven Efficiency: Automates routine aspects of deal execution across teams, letting your bankers focus on the strategic work that drives value NO HASTLE SETUP From Signup to CIM Slides in 30 Minutes or Less No extensive setup or training required - just instant efficiency for your deal team. Simply connect your data room and start getting answers in seconds. Whether it’s 20 files or 2000 files, Sage will find what you’re looking for in seconds. Our intuitive interface lets you hit the ground running. Pull key information, draft complex slides, and answer diligence questions. SECURITY Safe AI with enterprise-grade security at every level Enterprise-grade encryption protects your data, models, and proprietary knowledge. Dedicated infrastructure ensures complete data isolation between clients. Sage AI is the only Generative AI platform purpose-built for investment banking, Sage AI offers unparalleled security for your firm’s most valuable assets - your data and your people.  Frequently Asked Questions How Does Sage AI Keep Everything 100% Private? Sage AI implements enterprise-grade security at every level to ensure your data remains completely private. All data is encrypted both in transit and at rest using AWS infrastructure, with no third-party vendors involved. Our multi-tenant architecture ensures complete data isolation between clients through mandatory team ID authentication, meaning your firm's data can never be accessed by or mixed with other clients' information. We do not train our models on client data, and any support access requires explicit permission from your team. As a tools company rather than a models company, our business model is built around protecting your privacy while helping you work more efficiently. How Do You Ensure Data Is Not Used for Training? At Sage AI, we are fundamentally a tools company, not a models company. This means we have no business incentive to train on your data - our goal is to provide you with powerful tools, not to build better AI models. We maintain strict technical controls that prevent your data from being used for training: all information is siloed by company, encrypted end-to-end, and only accessible via secure authentication tokens. Any model training would require explicit written agreements, which we do not seek or encourage. Unlike general AI companies that may train on user data to improve their models, our business is built around helping investment banks work more efficiently while maintaining absolute confidentiality of their deal information. Your data is used solely to help you complete your work - nothing more. How Do You Ensure Zero Chance of Data Breaches? At Sage AI, we ensure zero chance of data breaches through multiple layers of enterprise-grade security. We use AWS's secure infrastructure with end-to-end encryption, strict data isolation between clients through mandatory team ID authentication, and no third-party vendor access. All data is encrypted both in transit and at rest using industry-standard protocols. Our engineering team, with backgrounds from pioneers of modern internet infrastructure, has built security into every aspect of our platform. We employ active security monitoring, and regularly review our security measures. For complete transparency, we're happy to work directly with your compliance team to explain our comprehensive security protocols in detail. How Do You Ensure Safe and Accurate Responses? At Sage AI, we ensure safe and accurate responses by only using information from your connected data sources - never external websites or generic AI knowledge. When you ask a question, Sage searches solely through your data room, internal documents, and verified company websites that you've explicitly connected. Every response is backed by direct citations to source documents, which you can instantly verify with a single click. If information isn't available in your connected sources, Sage will tell you directly rather than making assumptions. We also maintain strict version control of all documents, so you can track exactly where each piece of information originated. This source-based approach ensures that every response is accurate, verifiable, and based purely on your firm's trusted data. What Does it Cost? Our pricing starts at just $2,880 per year, making Sage AI accessible for investment banks of all sizes. Each plan can be customized to your firm's specific needs, volume of deals, and number of users. To get a detailed pricing breakdown and learn about volume discounts for your team, schedule a quick 10-minute call with us today. We'll walk you through how we can tailor our platform to maximize value for your specific use case. I only do 1-5 deals per year, I wont use it that much. Even with a smaller deal volume, Sage AI delivers significant value by dramatically reducing the time spent on each transaction. Whether you're working on one deal or twenty, tasks like analyzing data rooms, creating CIMs, and responding to buyer questions still consume dozens of hours per deal. Our platform helps you complete these tasks in a fraction of the time, letting you focus on high-value activities like client relationships and deal strategy. Plus, Sage AI's capabilities extend beyond just deal execution - you can use it for prospect research, pitch materials, and market analysis between transactions. Many of our users with similar deal volumes report that Sage pays for itself just by eliminating late nights and weekend work on their first deal. My slides don't look like the ones Sage produces... While it's true that you'll need to format slides according to your firm's exact templates and branding, Sage AI saves you time where it matters most: gathering and organizing information. Typically, over half the time spent creating deal materials goes into finding relevant data, analyzing financials, verifying facts, and structuring content - not formatting slides. Sage AI eliminates these time-consuming tasks by instantly pulling all pertinent information from your data room, organizing it logically, and presenting it in a clear format that's easily transferable to your slides. The platform also provides: - Accurate financial data and calculations - Ready-to-use charts and graphs - Pre-written content that can be quickly customized - Direct citations for every data point - Exportable tables and figures This means you start with comprehensive, well-structured content instead of a blank page - then simply apply your firm's formatting standards to create polished, client-ready materials. Want to learn more? Schedule a Demo Developed from M&A processes at industry leading firms to address real-world challenges. Schedule Examples Check out some example videos of common tasks within Sage Watch Sage AI Data Security At Sage AI, data security is ensured through our three layer approach. Document Level Security, Account Level Security and System Level Security. Each tier of security & controls reinforces the others. To see exactly how this works, take a look at this page. Read More Solutions Deliverable Creation Information Retrieval Investment Banking Private Equity Equity Research Security How we secure your data Security & privacy policy Governance Responsible AI Overview Answers you can trust Data training & Privacy Principles & Approach Company Contact Us ◈ Interior Pages — 3 pages crawledSage AI Sage AI Sage AI