DeepTree

What DeepTree does

DeepTree is a Milan-based, AI-native SaaS company founded in August 2024 by Lorenzo Ferretti (CEO) and Claudio Arione. It operates an intelligence workspace purpose-built for private market deal sourcing, company analysis, and buyer discovery, serving private equity funds, M&A advisors, corporate and investment banks, and search funds across Europe. The platform is sold through enterprise SaaS subscriptions on an annual or multi-year, quote-based basis, and the company claims more than 100 financial institution customers including named accounts such as Ardian, H.I.G. Capital, Ambienta, Equita, Clairfield, and Kitra Advisory.

The platform coordinates a set of domain-specific AI modules—semantic understanding, financial analysis, company relations, M&A deal analysis, and data integration—behind a natural-language interface. It ingests official European company filings across 30+ countries, ownership data, and M&A transaction records, and exposes an agentic analysis capability that reasons over verified data plus user-uploaded documents (audited financials, DD memos, cap tables, supply contracts) to generate investment memos with source traceability. Distribution spans a web application, native iOS and Android mobile apps, and a Model Context Protocol (MCP) server that makes the toolset available inside Claude, ChatGPT, Cursor, and Raycast, with native CRM synchronization to Salesforce, HubSpot, and Pipedrive.

DeepTree closed a €2M seed round in May 2026 led by CDP Venture Capital (through its Digital Transition fund) with participation from international strategic private investors. As of May 2026 the team comprises 14 employees based at Via Sangallo 5 in Milan, with a London regional office planned for H2 2026 and a stated objective to scale headcount to approximately 20 and double the client base by year-end 2026. The company is GDPR-compliant with EU data residency in Milan and Frankfurt, and ISO 27001 certification is in progress.

Name

DeepTree

Legal name

DeepTree

Website

https://deeptreeai.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

DeepTree is an AI-native SaaS platform that unifies European company filings, ownership data, and M&A intelligence behind a natural-language workspace for private equity funds, M&A advisors, banks, and search funds, with agentic analysis and MCP-based AI assistant integration.

Ownership category

akta.pro rank

Product category

M&A Intelligence Software

NAICS

Computer Systems Design and Related Services (54151), Investment Banking and Securities Intermediation (52315), Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming Services (7371), Investment Advice (6282)

akta.pro primary industry

Marketplace & Loan Aggregation Platforms (Borrower-Lender Matching) (FSAGAHAL)

akta.pro secondary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Private markets intelligence
• AI deal sourcing
• M&A analytics software
• Company analysis platform
• Financial data SaaS

Headquarters

HQ city

Milano

HQ country

Italy

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. SaaS Platform Subscription: Annual or multi-year subscription model providing access to the DeepTree AI platform including company search, financial analysis, M&A deal intelligence, portfolio monitoring, buyer finder, and slide generation capabilities

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

DeepTree builds an AI-native SaaS workspace for European private markets that unifies verified financial filings, ownership data, and M&A activity behind a natural-language interface. The platform delivers AI-powered company search, company analysis, M&A deal intelligence, deal pipeline management, agentic deal-grade analysis, portfolio monitoring, buyer finder, and automated slide generation for PE funds, M&A advisors, banks, search funds, and consulting firms.

Product overview

DeepTree is an AI-native intelligence workspace for M&A and Private Equity professionals, built as a unified platform coordinating multiple specialized AI modules. The core DeepTree Platform serves as the orchestration layer, coordinating specialized modules for semantic understanding, financial analysis, company relations, M&A deal analysis, and data integration. Built on top are user-facing products: AI Search/Target Screening for natural-language company discovery, Company Analysis for financial and ownership intelligence, M&A Deal Intelligence for transaction and multiples data, Deal Pipeline for CRM-native opportunity management, Agent for autonomous deal-grade analysis, Portfolio Monitoring for real-time portfolio oversight, Find Buyers for strategic buyer identification, and Slide Generator for automated presentation creation. The platform unifies financial filings, ownership data, and M&A activity behind a natural-language interface for investment banks, PE funds, M&A boutiques, and wealth managers.

Differentiator

Problem solved

Functional benefit

Products and services

• DeepTree Platform AI-native SaaS workspace for European private markets, unifying verified financial data, ownership structures, M&A transactions, deal flow management, CRM, and agentic analysis behind a natural-language interface. Coordinates specialized modules for semantic understanding, financial analysis, company relations, M&A deal analysis, and data integration for PE funds, M&A advisors, banks, search funds, and consulting firms.
• DeepTree Mobile App Native iOS and Android application extending the DeepTree Platform with natural-language company search, saved target lists, and real-time push alerts for newly-filed accounts on followed companies. Available worldwide on App Store and Google Play, free for existing DeepTree customers.

Quantifiable outcome

• Deal sourcing compressed from 2 weeks to 1 afternoon
• +4 more outcomes

Named customers6 records

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability8 records

Feature6 records

Scale indicators6 records

Recent moves7 records

Expansion highlights7 records

Broad incumbents

• PitchBook: Market-leading PE/VC and M&A data platform owned by Morningstar. Largest incumbent DeepTree competes with for enterprise deals; broader portfolio but less AI-native workflow.
• Crunchbase: Broad private-company intelligence platform with company, funding, and M&A data. Comparable customer base but less specialization in mid-market European PE deal sourcing.
• Tracxn: Market intelligence and deal sourcing platform for PE, M&A, and corporate development teams. Comparable offerings in company research and deal tracking with global coverage.
• Preqin: Alternative assets data provider (now part of BlackRock) covering PE, VC, private credit, and secondaries. Indirect competitor for institutional PE customers seeking market intelligence and benchmarks.

Direct peers

• PrivCo: Private company financial intelligence platform focused on hard-to-find mid-market and large private company data. Directly comparable on private-company financials and ownership intelligence.
• Grata: AI-native deal sourcing platform for M&A and PE professionals. Direct competitor with overlapping buyer-finding, company intelligence, and thesis-matching workflows targeting similar enterprise customers.
• Affinity: Relationship intelligence and deal flow CRM for dealmakers including PE and M&A advisors. Overlaps with DeepTree on pipeline management, contact enrichment, and AI-assisted sourcing.
• Dealroom.co: European private-market data and intelligence platform covering startups, scale-ups, funding, and M&A. Strong geographic and customer overlap with DeepTree's European PE/advisory base.
• Sourcescrub: AI-driven B2B deal sourcing and prospecting platform used by PE firms, advisors, and corporate development teams. Closely comparable in product, target customer, and go-to-market motion.

Emerging players

• Inven: AI-powered company search and market mapping tool for M&A professionals and PE scouts. Comparable NLP-driven thesis-to-target workflow, though smaller and earlier-stage than DeepTree.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/deeptreeai
• LinkedInlinkedin.com/company/deeptreeai

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DeepTree