Intelligence built for deal flow.
Firm-wide system of intelligence from every interaction. Orchestrate origination workflows at scale.
Platform
From conversations to competitive advantage
01Never Lose Context
Every interaction is transformed into structured intelligence via proprietary AI parsing. Trace how each data point is derived.
02Proactive Intelligence
Surface what matters for your day, your week, your next meeting—before you need to look.
03Query Your System of Record
Get precise answers, fast. Search across your entire relationship database with natural language.
04Connect the Dots
Turn scattered relationship data into systematic deal flow. See opportunities others miss.
Your firm already produces the data. Debreu turns every interaction into governed, compounding deal intelligence.
Nothing gets lost
Calls, emails, notes, and files become structured records the moment they happen.
Context compounds
Relationships link into a living graph. As context accrues, new opportunities surface on their own.
Agents run origination
Autonomous agents surface targets, prep outreach, and drive follow-ups from your own relationship data.
Principles
Why Debreu
Built for Finance
Purpose-built for high-context, relationship-driven deal workflows.
- Domain-specific schemas, not generic CRM fields
- Designed for long sales cycles and repeat mandates
Intelligence You Can Trust
Deterministic, auditable outputs derived from your actual data.
- No hallucinations or opaque reasoning
- Every insight traceable to source communications
Enterprise-Grade Governance
Security, permissioning, and auditability built in by default.
- Role-based access and information barriers
- Full audit trails for regulated environments
Rapid, Controlled Deployment
Low-friction rollout without disrupting existing systems.
- Integrates with existing CRMs and data sources
- Teams are operational in days, not months
Debreu is designed for institutions where accuracy, context, and governance are non-negotiable.
Validation
Validated by Senior Dealmakers
“Debreu surfaced relationship signals from our historical notes that would have taken days to reconstruct manually.”
Security
Enterprise-Grade Security
Designed for regulated financial institutions where auditability and control are mandatory.
DATA PROTECTION
- Encryption at rest and in transit using industry-standard protocols
- Logical data isolation across customers and environments
- Customer data is never used to train foundation models
ACCESS & GOVERNANCE
- Role-based access controls and permissioning
- Information barriers to support regulated team structures
- Full audit logs of data access and system actions
COMPLIANCE & OPERATIONS
- SOC 2 Type II audit in progress
- Designed to support internal risk, legal, and compliance reviews
- Secure deployment and onboarding workflows
Detailed security documentation and customer references available upon request.
FAQ
Common Evaluation Questions
Straight answers to the questions diligence and evaluation teams ask first.
Traditional CRMs are systems of record—they store contacts, meeting dates, and deal stages. At its core, Debreu is an intelligence and orchestration platform. The intelligence layer automatically ingests raw data from various channels, extracts structured metrics and signals, resolves entities, and builds rich relationship context.
The orchestration layer establishes security controls and defines a standard protocol for integrations, enabling fine-tuned agent performance on top of the core infrastructure and exposing tools for custom workflow building. We also provide domain-specific workflows that work out-of-the-box. For firms that want to keep their existing CRM, Debreu sits alongside it and writes enriched data back via API.
Debreu is an infrastructure platform, not a chat interface. We turn your institutional knowledge into a self-compounding asset with full source attribution, audit trails, and governance controls designed for regulated environments. AI is one of many tools we use to serve our users, not the core product.
Our intelligence layer is built on finance-native ontologies, entity relationships, and signal taxonomies, tailored to your specific business line and team. We're also model-agnostic: we route tasks to the best-performing model at a granular level and constantly refine that composition based on new releases and internal benchmarking. We handle model volatility. You focus on getting mandates and doing deals.
Yes. Debreu is a full-stack solution, but rip-and-replace is not required. We integrate with existing CRMs, email, calendar, and data providers, and expose the intelligence layer through clean, MCP-backed APIs, so your internal teams, third-party agents, and workflow tools can all operate against structured, governed data without rebuilding your stack.
Debreu is built for regulated financial institutions. Data is encrypted in transit and at rest, access is governed by role-based controls, and all system actions are auditable. Customer data is never used to train foundation models.
Most teams are operational within days to a couple weeks, depending on firm requirements. Debreu's implementation team provides white-glove onboarding for your firm's systems, processes, and data.
Debreu serves investment banks, private equity firms, M&A advisory, private credit, asset management, and other financial services firms focused on deal origination and relationship intelligence.
Debreu is used by deal origination professionals and their teams, with firm-level and team-level visibility and governance controls. Adoption is designed to scale across groups while respecting information barriers.
Contact
Request a Demo
Someone from our team will reach out to schedule your demo, share materials, and set up a sandbox.