Your firm’s data,
finally AI-ready.
Investing runs on information — and almost none of it is ready for AI. We deploy engineers into your firm, clean and standardize the data, and stand it up as one secure, SOC-2 drive with a chat assistant built in — so your team can ask any file a question and every agent works with real context.
Built for the way investment firms work — private equity, investment banking, and venture.
Before AI can help, your data has to be cleaned into one context window.
Most investment firms are still analog. Deal docs live in email attachments. Pipeline lives in a partner’s spreadsheet. Diligence is scattered across a dozen data rooms. There is no central repository — no single, structured place the firm’s knowledge lives.
The AI tools built for finance assume a clean, structured data layer underneath — but most firms simply don’t have one. Agents are only as good as the context they can reach, and raw PDFs, decks, and inconsistent spreadsheets make for a terrible context window. The bottleneck isn’t the model. It’s the data.
- No central repository across the firm
- Documents agents can't actually parse
- Memos & reporting rebuilt by hand
- Nothing comparable across deals
Forward-deployed engineers who leave your data AI-ready.
Standardizing storage across an entire portfolio is hard. Cleaning and structuring the data is not — it’s the addressable wedge. So we come in and do it by hand, then leave behind a system that keeps it that way.
Embed
Our engineers deploy into your firm and map every source of data — the drives, inboxes, data rooms, spreadsheets, memos, and reporting.
Clean & standardize
We dedupe, normalize, extract, and label — turning PDFs, decks, memos, and inconsistent spreadsheets into structured documents in one consistent shape.
Stand up the Drive
One home for deals, documents, and reporting — a standardized file system on S3 that's as simple as Google Drive, SOC-2 and access-controlled by default.
Query & connect
A chat assistant built into the Drive lets your team ask any file a question, while an MCP layer gives external agents the same clean context — all under strict per-file permissions.
Google Drive for your firm — with an analyst built in.
The interface feels like Google Drive, but every document is cleaned, structured, and labeled underneath — and a chat assistant sits right inside it. Ask your most sensitive files a question and get a sourced answer, governed by strict, per-file access controls. An MCP endpoint exposes the same clean context to any external agent.
Ask your files anything
A chat assistant lives right in the Drive — a cursor for your documents. Ask across every deal, memo, and report and get an answer sourced to the exact file.
Strict, per-file access
Every file, folder, and query respects granular permissions. People and agents only ever see — and only ever get answers from — what they're cleared for.
SOC-2 from day one
Encryption at rest, full audit logging, and compliance controls built in from the start — ready for LP, client, and regulatory scrutiny.
One standardized shape
Every deal and entity lands in the same schema — so the whole firm is comparable, roll-up-able, and query-able in one place.
S3-native, your cloud
The Drive runs on object storage you control. Data never has to leave your environment, and there's no proprietary lock-in underneath.
Context-aware MCP layer
External agents connect through Model Context Protocol and receive documents pre-parsed and labeled — a clean context window instead of raw blobs.
Start with an audit. Clean once, or run the layer for good.
Every engagement begins with the audit. From there, take a one-time cleanup or the standing data layer — most firms end up wanting the layer.
Data Audit
We map where your data lives across the firm, score how AI-ready it is, and return a concrete plan: what to clean, what it unlocks, and what it costs.
- Full data inventory
- AI-readiness scorecard
- Scoped cleanup plan
The Cleanup
Engineers deploy in and clean and standardize your existing data in place — structured, labeled, and organized. We hand it back and leave. No platform, no recurring fee.
- Deduped & normalized data
- Standardized structure
- Delivered in your cloud
Corlake Drive
The full system: your data cleaned and stood up as a standardized, S3-native drive with the built-in chat assistant and MCP layer — kept current as new deals and documents flow in.
- Standardized drive on your S3
- Built-in assistant + MCP endpoint
- Per-file access, SOC-2 by default
A firm with years of deals and no way to ask its own files a question.
A 2-week diagnostic found deal docs collected by email, years of diligence and IC memos in scattered folders, and no two teams organizing files the same way.
Engineers deployed in for six weeks — extracting, normalizing, and labeling deal files, memos, and reporting into one standardized, permissioned shape across the firm.
It's now live as a Corlake Drive on the firm's own S3, with the built-in assistant switched on. Anyone asks plain-English questions across every file they're cleared for and gets sourced answers in seconds.
The firm didn’t need another AI tool. It needed its data made usable — once that was true, every tool downstream started working.
Clean the data once, and everything downstream gets easier.
Built for how investment firms work.
Private equity
Portfolio, diligence, and reporting across every holding — standardized and query-able in one place, so the deal team and every AI tool has clean data to work with.
Investment banks
Pitch books, comps, CIMs, and client files — cleaned and standardized, so bankers and their copilots find and reuse the firm’s knowledge instantly.
Venture capital
Pipeline, memos, and portfolio updates in one home — ask across every deal you’ve ever seen, without digging through inboxes and shared drives.
See how AI-ready your firm’s data really is.
Start with a fixed-scope data audit. In two to three weeks you’ll have a full inventory, an AI-readiness scorecard, and a concrete plan to make your firm’s data usable.
Or reach us directly at partners@corlake.com