craise for firms

Private intelligence. Built for finance.

craise runs your firm's workflows on private AI inside your own systems, trained only on your work. A person signs every decision.

See your workflows Talk to a craise lead
Live with venture funds and a bank's founder programmeOn real dealflow since 2025Every step logged with its source

AI tools haven't changed how finance firms work.

We have spent fifteen years on this work: four hundred decks, and a billion dollars raised on them. The panel shows where the hours still go.

Chatbots and summarisers came next. A few people tried each one and went back to the old way, because the tool sat outside the process.

craise builds the workflows you already run. AI does the steps where someone was retyping, a person signs each decision, and the record stays in your own systems.

How it works

Every craise workflow has five parts.

A workflow starts when something happens, such as a deck arriving or a month closing, and ends with a decision that a person makes.

Watch

Watch

The trigger

Watches your inbox, data room, registries and calendar, and starts a workflow when a deck, a filing or a meeting comes in.

Agents

Agents

The AI steps

Reads, extracts, scores, drafts and chases, in your template and house style, citing the source for each line.

Desk

Desk

The human checkpoint

A person approves, sends or signs every output, and the reason is recorded.

Connect

Connect

Your systems of record

Works with your CRM, data room, core banking, Excel and e-sign, which stay the record.

Memory

Memory

One memory, yours

Keeps every document and decision for your firm alone, so each workflow can use what the others have read.

We sell complete workflows, one system for each kind of firm.

Five workflows for each kind of firm.

Each workflow names the person who signs at the end.

Venture & private equity

The fund that decides faster wins the round.

  1. Dealflow to decision
  2. Sourcing to first meeting
  3. Portfolio to LP
  4. Diligence to close
  5. Fund operations
See the fund workflows live
Investment banking

Run more mandates with the desk you have.

  1. Pitch to mandate
  2. Materials to market
  3. Process to term sheet
  4. Term sheet to close
  5. Desk operations
See the banking workflows
Wealth

More hours with clients, and a full trail for compliance.

  1. Meeting to action
  2. Prospect to client
  3. Review to report
  4. Client communication
  5. Firm operations
See the wealth workflows
Credit

See the breach before the quarter ends.

  1. Application to credit memo
  2. Monitoring to early warning
  3. Borrower reporting
  4. Programme intake
  5. Collections communication
See the credit workflows
Private by design

Your data stays inside your firm.

Public AI tools ask you to paste confidential work under someone else's terms. craise runs inside your own systems instead.

Private models run inside your firm and connect to the systems you already use. We build your thesis, templates and approval chain into them, and your firm owns the result. A named craise lead runs it with you.

Your cloudOn-premiseA dedicated craise instance

Nothing in any craise system advises a retail client, approves credit or solicits investors on its own. Wealth and credit ship with the audit trail first.

Public AI
Your firm
Runs insidePrivate models · Memory · Agents
Stays the recordCRM · Data room · Core banking · Excel · E-sign
SignsYour partners, bankers, advisors and officers

Isolated per firm

Data, memory and models never cross between firms.

Yours to keep

Your data never trains a model anyone else uses.

Every step visible

Every read, draft and score is logged with its source.

Humans sign

Every workflow ends in a decision a person makes.

Customers

Running inside firms today.

A venture fund

Dealflow to decision
BeforeDecks in three inboxes, a memo a week late.
What changedEvery deck scored against the thesis within the hour, the IC memo in the fund's template.

A bank's founder programme

Programme intake
BeforeThousands of applications read by hand.
What changedA memo on every application, a scored inbox, the strongest routed to the relationship manager.

A holding company

Sourcing and Diligence
BeforeTargets found by referral, diligence in a shared drive.
What changedA signal watch, a memo on every target, diligence answers drafted from the room.

Start with one workflow, then add the next.

We start with one desk, using your templates and your live work. The first workflow runs in six to fourteen weeks, and then we build the next.

Talk to a craise lead.

Tell us which desk loses the most hours. We map that workflow with you before anything is built.

  • We start with one desk and your live work
  • Private models run inside your firm
  • A named craise lead is accountable for the outcome