Cortex connects documents, internal systems, approvals, and workflows into the operating system for deal teams. Deployed locally or privately for M&A, transaction services, and advisory mandates.
Cortex pulls project repositories, mail, documents, and systems into one operating layer for deal teams. Teams find answers without needing five tools and three people.
Sources, decisions, approvals, and open points stay connected. Less follow-up before IC, less flying blind, less rework.
Critical deal logic stays usable even when mandates change, seniors drop out, or new team members need to take over.
Cortex bundles sources from mandate folders, M365, CRM, and collaboration tools so critical meetings do not start with another round of searching.
Decisions, open points, owners, and evidence stay in one connected trail instead of being scattered across threads and calls.
Deployed locally or privately, with roles, audit, and tenant isolation. Sensitive mandates should not be forced into a public-cloud default.
Cortex pulls reviews and approvals into the workflow. Once approved, the next step can also be executed in a controlled way.
Critical context no longer sits with two seniors. Cortex makes important knowledge usable and handover-ready for the wider team.
For pre-DD, IC preparation, pitch prep, and ongoing coordination. Not as a horizontal AI toy, but for real mandate work.
Do our data really stay internal?
Yes. Data, documents, embeddings, and metadata stay tenant-separated. With local or private deployment, content does not leave your environment and external models are not trained on it.
Why are other AI providers not enough?
Because they usually return answers, but not an operating system for decisions, approvals, and next steps. Cortex keeps sources, decisions, approvals, and next steps together in one operational system. On top of that, everything can run locally or privately, so sensitive data stays in your controlled environment with maximum data security.
Which sources does Cortex actually connect?
For example M365 with SharePoint, Teams, OneDrive, and Outlook, plus Slack, Notion, GitHub, Jira, Salesforce, HubSpot, ServiceNow, databases, virtual project rooms, and local documents.
How does Cortex pay back?
Example: 10 people lose 45 minutes a day in search, back-and-forth, and approvals. At 220 workdays and 80 euros in fully loaded hourly cost, that is roughly 132,000 euros of tied-up time per year. Those are the leaks we prioritize.
What does Cortex look like?
Cortex feels more like a calm chat interface with memory than another dashboard. The conversation or task runs in the center, while sources, relationships, and the current working state sit alongside it. Instead of ten tabs and loose fragments, teams see a clear interface where knowledge, decisions, and next steps come together.
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