There’s a lot of noise right now about AI and what it means for B2B software. I wanted to share how we think about it at DealsPlus. I think our framework is widely applicable for vertical software so may also be useful for our PE customers as they navigate through AI for their own organisations and portfolios.
At DealsPlus, we start from a simple principle: we are a system of record for PE ownership structures and equity valuations, driving key workflows like valuation, accounting, compliance, and exits. That data needs to be exact – i.e., right 100% of the time.
LLMs are, by nature, probabilistic. They reason, predict, and synthesise; and that is not a weakness, that is their point. But it means AI belongs around the system of record, not inside it.
This is what excites us. AI can make systems of record like DealsPlus extraordinarily powerful: at the data creation stage, when a fund is structuring a deal and designing a cap table, and at the consumption stage, when teams need accurate data to drive outcomes like accounting, valuations, reporting, and exits. The system of record sits in the middle: providing accurate and reliable data.
DealsPlus AI framework
This framework drives our roadmap and clarifies how DealsPlus can evolve from a system of record to a system of outcomes. We have already made progress with our recent MCP connector and Claude for Excel additions. More is in the pipeline.