DEALITHIC - FinTech Platform

Overview

DEALITHIC turns a deal team's week into an afternoon. The platform drafts IC memos and CIMs, generates the offering documents that follow — PPM, Form D, subscription agreements, SAFEs — and handles the financial and valuation work. It then matches the deal against 50,000+ funds and family offices and runs the outreach through a built-in CRM and AI voice agent. Built for private equity, investment banks, and issuers raising their own round. The platform is in production today, with live client mandates running through it. Seeking growth capital to accelerate product development and build out institutional sales.

About the Company

DEALITHIC is deal infrastructure for the middle market. Private equity funds, independent sponsors, investment banks, and companies raising their own round use it to produce the materials a transaction actually requires and to put those materials in front of the right capital. The work that occupies a junior team for a week — reading the CIM, building the model, drafting the memo, assembling the offering documents, researching which funds to approach — runs on the platform instead, with the deal team reviewing rather than producing.

What the Platform Does

A deal enters as documents and leaves as a fundable package. Financials, decks and articles are parsed on upload. The engine produces a full IC memo with thesis, risk register and recommendation; a CIM in banker voice; and a diligence request list built from the gaps in what was provided. Committee simulation stress-tests the thesis against the objections it will actually face, and an adversarial mode argues against the deal to surface fatal flaws early. For issuers, the same pipeline generates the Reg D offering set — PPM, subscription agreement, Form D guidance — alongside a shareable deal microsite and data room. Matched outreach then runs through a built-in CRM with sequencing, call tracking and an AI voice agent. Post-close, the platform tracks KPIs, 100-day milestones and board-report drafts.

The Middle-Market Gap

Goldman does not return the call on a $20M raise, and regional banks are not equipped for the structure and compliance load these deals carry. That leaves the middle market served by manual process: analyst hours, spreadsheet models, and outreach lists assembled by hand. The constraint is not capital availability — it is the cost of preparing a deal to institutional standard and finding the specific investors whose mandate fits it.

Why Now

Document generation and financial analysis have crossed the threshold where AI output withstands professional review rather than replacing it. At the same time, exemption-based capital formation — 506(b), 506(c), Reg A+, Reg CF — has become the default path for private raises, and each carries rules that generic AI tools do not encode. DEALITHIC builds those constraints into the product: what may be published, to whom, under which exemption, is enforced by the platform rather than left to the user.