# Rubi

> Rubi is the AI-native origination engine for private equity. Purpose-built AI agents automate CRM data entry, deal screening and diligence, memo and report generation, and relationship nurture — so deal teams spend their time on judgment, not busywork.

Rubi is built for private equity firms, investment banks, and private-markets investors who need their systems of record to stay current and their deal flow to scale without adding headcount.

## What Rubi Is

Rubi sits on top of all of a firm's deal data — CIMs, data rooms, emails, and meetings — and runs agents that keep the CRM accurate, screen opportunities against the firm's thesis, draft memos and reports in the firm's format, and surface the right relationships to engage. The result is a self-driving layer over the entire deal lifecycle.

## Core Capabilities

- **Sync** — Automatically updates deals, companies, contacts, and interactions in your CRM (DealCloud, Affinity, Salesforce, HubSpot) from documents, emails, and meetings. No manual data entry.
- **Screen** — Codifies your investment thesis and evaluation criteria, answers diligence questions, benchmarks against comparable deals, and scores opportunities so you get to "no" faster.
- **Build** — Generates IC memos, meeting notes, comps, and market reports in your firm's exact format, fully editable in an AI canvas, from your own deal data.
- **Nurture** — Surfaces high-value brokers, bankers, business owners, and investors with context-aware outreach drafted from your relationship history.

## Products

- [Sync — CRM updates, fully automated](https://rubi.ai/products/sync)
- [Screen — Deal screening done right](https://rubi.ai/products/screen)
- [Build — Memos engineered for scale](https://rubi.ai/products/build)
- [Nurture — Build and keep relationships](https://rubi.ai/products/nurture)

## Blog
- [What It Means to Be AI-Native](https://rubi.ai/blog/flexible-build-and-what-it-means-to-be-ai-native): Using AI isn't the same as being AI-native. 

## Contact
- [Request a demo](https://rubi.ai/book-demo)
- [Company](https://rubi.ai/company)
- [Careers](https://rubi.ai/careers)