Sage AI
Sage AI builds a generative AI product suite on AWS that automates CIMs, teasers, diligence Q&A, and data-room analysis for boutique and middle-market investment banks, with adjacent offerings for private equity and equity research teams.
- Company typePrivate
- Founded2023
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Sage AI does
Sage AI Technologies, LLC is a San Francisco-based AI software company founded in 2023 that builds a generative AI product suite purpose-built for M&A deal teams. The company serves specialized boutiques, middle-market investment banks, and enterprise investment banks, with adjacent expansion into private equity firms and equity research teams. Reported customer footprint spans 26 countries and six continents, with platform-facilitated deal volume exceeding $60 billion year-to-date and 'dozens' of investment banks using the product daily.
The platform combines a retrieval-augmented generation (RAG) architecture with large language models on AWS infrastructure to automate the production of Confidential Information Memorandums (CIMs), teasers, information requests, diligence Q&A, and financial visualizations from data-room content. Proprietary capabilities include context-aware semantic search, adaptive templates that learn from each firm's prior successful documents, source attribution with citation verification, on-demand web scraping, and predictive due diligence that anticipates buyer inquiries. The product suite spans more than 400 instant analyses covering business descriptions, financial performance, legal structure, EBITDA bridges, and growth drivers, with SOC 2 Type II and GDPR-aligned data handling.
Sage AI monetizes through annual SaaS subscriptions starting at $2,880 per year, with customized enterprise plans and volume discounts distributed via a direct enterprise field-sales motion including personalized demos, co-founder-led account engagement, and a two-week free trial. The legal entity operates as a private LLC with no disclosed institutional funding, parent company, or acquisition activity, and reports a headcount in the 1-10 range.
Sage AI firmographics
Firmographics- Name
- Sage AI
- Legal name
- Sage AI Technologies, LLC
- Website
- https://sageai.dev
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Sage AI builds a generative AI product suite on AWS that automates CIMs, teasers, diligence Q&A, and data-room analysis for boutique and middle-market investment banks, with adjacent offerings for private equity and equity research teams.
- Ownership category
- akta.pro rank
Where Sage AI is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Markets served
Sage AI business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Annual SaaS Subscription: Sage AI operates on a subscription revenue model with annual pricing starting at $2,880 per year. Plans are customized based on firm-specific needs, volume of deals, and number of users. Volume discounts are available for larger teams. The company offers a two-week free trial as an onboarding mechanism.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Annual subscription starting at $2,880 per year for investment banks |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Sage AI product offering
Product offeringCore offering
Sage AI provides an AI-powered platform for M&A deal teams that automates the generation of Confidential Information Memorandums (CIMs), teasers, information requests, and diligence Q&A from data room content. The platform combines a retrieval-augmented generation (RAG) system, semantic search, adaptive templates, and source-attributed outputs to help investment banks produce deal-ready documents in minutes rather than weeks.
Product overview
Sage AI is a unified AI product suite purpose-built for M&A deal teams, combining 5+ AI products in one platform. The core offering centers on a RAG-based document generation system that produces CIMs (Confidential Information Memorandums), teasers, information requests, diligence Q&A, and financial visualizations. Supporting modules include Smart Templates (adaptive templates that learn from past work), Source Attribution (citation and verification system), Semantic Search (context-aware data retrieval), and Web Scraping (real-time external data gathering). The platform also includes specialized tools for Investment Banking (prospect pitches, buyer diligence), Private Equity (due diligence, portfolio management), and Equity Research (market trend analysis, report generation). All products share a common knowledge base and security infrastructure with three-layer protection.
Differentiator
Problem solved
Functional benefit
Products and services
- CIMs (Confidential Information Memorandums) AI-generated Confidential Information Memorandums with smart templates and industry-specific insights that transform deal data into complete, professional documents in minutes. Targeted at M&A bankers at investment banks.
- Teasers AI-generated investment teasers that protect confidentiality while showcasing client value propositions, with variations targeting different buyer segments. For investment bankers marketing M&A opportunities.
- Information Requests Smart questionnaires that identify and fill critical data gaps during information gathering, streamlining due diligence by quickly identifying potential issues and inconsistencies across documents. For M&A deal teams.
- Diligence Q&A Instant, accurate responses to buyer questions using deal documentation with full source attribution and citation verification. Designed for bankers responding to buyer due diligence requests.
- Visualizations
Quantifiable outcome
- Generate deal-ready CIMs in minutes instead of weeks
- +4 more outcomes
Companies that use Sage AI
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles5 records
Sage AI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature7 records
Sage AI partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights4 records
Sage AI competitors and assessment
Company assessmentDirect peers
- Hebbia: Hebbia is an AI knowledge worker platform that uses LLM-based document analysis for finance, legal, and professional services workflows. Both Sage AI and Hebbia apply RAG-based document intelligence to financial workflows, making them direct competitors in the AI-for-finance vertical.
- Auquan: Auquan is an AI platform that automates due diligence, investment research, and risk analysis for financial institutions. Both companies serve investment firms with AI-driven document analysis and workflow automation, addressing similar pain points in the deal-making process.
- AlphaSense: AlphaSense is a leading AI-powered market intelligence platform serving investment firms, banks, and corporates. Both platforms apply AI to extract insights from documents for finance professionals, though AlphaSense focuses more on external research while Sage AI focuses on internal deal documents.
- Blueflame AI: Blueflame AI is an AI assistant purpose-built for investment banking workflows, including CIM creation, due diligence, and deal execution. Both companies target boutique and middle-market investment banks with similar AI-powered deliverable creation capabilities.
Broad incumbents
- DealCloud: DealCloud is a CRM and deal management platform purpose-built for investment banking, private equity, and corporate development. It is a broad incumbent in the same buyer workflow as Sage AI and is adding AI capabilities to compete with vertical AI tools.
- PitchBook: PitchBook is a leading data platform for M&A, private equity, and venture capital research, owned by Morningstar. As a broad incumbent, it competes with Sage AI for the same investment banking budget through its data and analytics offerings.
- S&P Capital IQ Pro: S&P Capital IQ Pro is a comprehensive financial data, analytics, and research platform used across investment banking and capital markets. It is a broad incumbent in the same workflow as Sage AI and is adding AI capabilities to its platform.
Emerging players
- Daloopa: Daloopa provides AI-driven fundamental financial data extraction and analysis for investment research and equity analysis. Both companies apply AI to financial document processing, though Daloopa focuses on structured financial data while Sage AI covers full deal documents.
- Luminance: Luminance is an AI platform for contract analysis and legal due diligence, widely used in M&A transactions. It overlaps with Sage AI in the diligence phase of M&A, though Luminance is more legal-focused while Sage AI covers broader deal documents.
- Grata: Grata is an AI-driven deal sourcing platform for private equity and investment banking, using NLP to identify private company targets. Both companies apply AI to the investment banking workflow, with Grata focused on deal sourcing and Sage AI focused on deal execution.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Sage AI social profiles
Digital presenceSage AI compliance and trust
Trust signalCompliance2 records
Sage AI financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sage AI leadership team
Management profileNumber of profiles
Profiles2 records
Sage AI funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sage AI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sage AI
What does Sage AI do?
Sage AI provides an AI-powered platform for M&A deal teams that automates the generation of Confidential Information Memorandums (CIMs), teasers, information requests, and diligence Q&A from data room content. The platform combines a retrieval-augmented generation (RAG) system, semantic search, adaptive templates, and source-attributed outputs to help investment banks produce deal-ready documents in minutes rather than weeks.
Is Sage AI a public or private company?
Sage AI is a private company. It is classified as unknown and is currently operating.
When was Sage AI founded?
Sage AI was founded in 2023. It employs 1 to 10 people.
Where is Sage AI based?
Sage AI is headquartered in San Francisco, United States, in the North America region.
How does Sage AI make money?
One revenue line is on record: annual SaaS Subscription.
Who are Sage AI's main competitors?
Direct peers on record are Hebbia, Auquan, AlphaSense and Blueflame AI. Broad incumbents are DealCloud, PitchBook and S&P Capital IQ Pro. Emerging players are Daloopa, Luminance and Grata.
Does Sage AI have an API?
No public API is recorded for Sage AI.