Private equity, venture capital, and funds
A fund is its decisions - the diligence, the ask history, the portfolio context, the board narrative. That record lives in inboxes, heads, and scattered deal files, and it walks out the door with the partner. When the operating partner leaves a portfolio company, the context leaves with them. Paperbase is the memory layer for PE, VC, and funds. Deployed in your cloud or fully air-gapped, it keeps the deal history, the investor context, and the portfolio memory inside the firm as durable IP.
Institutional memoryTeam contextDecision rationaleExpand capacity for your team
When investment teams, investor relations, and portfolio support can securely use AI grounded in the firm's own record, you free up time for the work that matters: sourcing, diligence, and portfolio value creation. The analyst stops re-assembling the diligence file. The IR lead stops re-gathering the ask history. The operating partner stops re-learning the portfolio company.
The first stat is the standing goal of the data room blueprint (answered-before-asked). The remaining three are the approved directional stat band. Replace with pilot-measured fund numbers before public launch.
Drive efficiency + productivity across your organization
Paperbase lets PE and VC firms securely deploy AI that answers from the firm's own record, not from a generic model's guess. Use cases:
Every claim in a raise or diligence process must trace to a source. Today that means a partner hunting through inboxes and old decks hours before a call.
With Paperbase: With Paperbase, every claim in the materials is traced to its source, dated and attributed. The data room brief answers the question before the investor asks it, straight from the record.
What has each investor or LP been asked for, said, and committed? That history lives in call notes, emails, and the partner's memory.
With Paperbase: With Paperbase, every touchpoint with an investor - the asks, the commitments, the stance - is dated, sourced, and retained.
When an operating partner or board member leaves a portfolio company, the context of every decision and every relationship leaves with them.
With Paperbase: With Paperbase, portfolio company memory - decisions, commitments, risks, and the customer evidence behind them - stays in the firm.
Board and investor updates are assembled from the meetings that happened. In most firms the quarter's story lives in heads and last quarter's deck.
With Paperbase: With Paperbase, board and investor packages are composed from the actual record: what shipped, what stalled, what changed, with the evidence behind every claim.
The diligence file and the ask history are the fund's competitive advantage. Public AI tools learn from what they see.
With Paperbase: With Paperbase, nothing runs on our infrastructure unless you choose to deploy it there. Your cloud, your keys, your models, or fully air-gapped. No training on your data. No silent copies.
Getting started is easy
Get up and running with Paperbase in under an hour, on your infrastructure. A thirty minute walkthrough shows you what gets captured, verified, and returned behind the next decision.
Compliance
Our posture is documented in the controls and deployment plan, making it easy for your security team to evaluate.
Bring one workflow. We will show you what Paperbase changes.
Talk with our team