The deal database your firm owns.
Under the AI Deal Workspace sits one deal database your firm owns: every deal your team touches, its documents and email, every version of the model, and the source behind every figure. The Workspace reads from it, and so does the Excel your team already uses.
See the WorkspaceOr schedule a call
In: deal models from Excel, market data and deal documents. Out: auto-populated deal models, pipeline reporting, IC and lender packages, and investor and portfolio reporting. One database in the middle, and AI on top.
One record per deal. Every version. Every source.
The four workflows write to the same record, which is what lets a figure in the memo point back to the model and the document behind it.
The deal spine
One record per deal from the day it lands, with its documents, email, diligence and drafts attached, including the deals you pass on.
Every version
Each push from the model saves a new version, so a deal's assumption history is on the record, not in a file name.
The source ledger
Every figure carries the document it came from. The model's named ranges and the memo cite the same ledger.
Yours
Your firm owns the database, and the export comes with it.
Acquisitions, asset management and investor relations.
The database is laid out around the three jobs a deal team runs: doing deals, executing the plan, and managing the capital behind it.
Your team underwrites in Excel. One push captures the deal.
Use the same Excel models your team already trusts. The Data Bridge panel is the one new piece, and it has a single job: when the deal is ready, push every assumption and every version to your firm's database in one click. Loading a deal back into the model works the same way.
Add-in support and setup
The Command Center reads straight from it.
Its four dashboards, Pipeline Overview, Deal Detail, Assumptions Audit and Team Activity, read straight from the database, so there is no separate report to keep up and everyone quotes the same number. The Command Center and My Desk come with the full Workspace.
See the Workspace
This is not a tool you subscribe to. It is an asset your firm owns.
Joshua Sampson
Most consultants understand deals but cannot build infrastructure. Most developers build infrastructure but cannot explain a waterfall. Alpha exists to do both in the same conversation: the diagnosis in deal language, the build to institutional standard.
Joshua has spent over 7 years building solutions across commercial real estate, structured finance, and Corporate and Investment Banking, including the data and analytics platforms behind institutional investment teams at NYMT, Barings, and Wells Fargo. That combination, deal judgment and the systems underneath it, is the firm.
Start the conversation.
A short intro call on how your team keeps its deal data today and what one database would change.
Schedule a callOr write directly: contact@alphacre.io