Platform
Transaction-Specific AI
Configured end-to-end to your firm's templates, workflows, and investment process.
Lane 1
Outsource to Verx
Add Verx to the data room and submit a request. Within 24 hours, receive a senior associate-level first draft. Produced by specialized AI workflows and reviewed by Verx's in-house investment professionals.
Lane 2
Self-Serve AI Workflows
Verx-built workflows for your firm and transaction type. AI handles the mechanics. You own the judgment.
Lane 3
Request a Custom Workflow
Your analysts know what should be automated. Enable them to record a repetitive task or describe it and Verx ships a custom AI workflow in 24 hours. Recent example: Analyst described how it takes them hours to sort through quarterly reports, cap accounts, legal docs, to populate their LP-Led valuation template. We shipped the analyst a custom workflow that does it in seconds. Now the whole investment team uses that workflow.
The AI application layer