See Beyond
the Inbox
Purpose-built AI for Private Equity, Fund of Funds, Endowments,
Pension Funds, Venture Capital and Family Offices.
The AI-Powered Command Center for Your Investments
Take control of your investment lifecycle, from sourcing to close, with
Marly – the new system of work for Investment Professionals.
Stop Losing Deals in Your Inbox
Visualize your entire pipeline, track every interaction automatically, and let AI surface critical next steps before opportunities go cold.
Connect Everything, Miss Nothing
Quit wasting hours hunting across platforms. Securely connect your essential tools (email, docs, CRM) in minutes and let Marly centralize your intelligence.
Document Intelligence
Stop drowning in docs. Marly reads, analyzes, and extracts crucial data points and risks from any document the moment it lands – while you focus on the implications.
Generate Investment Memos Instantly
Stop dreading memo prep for IC. Delegate the drafting of detailed investment memos to your AI analyst instead of being stuck doing copy-paste work from many tabs.
Your data, presented just the way you like it
Stop wrestling with rigid reports. Build custom deal cards tailored to your specific analysis needs and instantly surface the data that matters most.
Uncover Hidden Insights
Go beyond your inbox. Marly automatically layers critical market context, competitive intel, and proprietary insights onto your deal data, revealing connections others miss.
How It Works
Marly connects your data, enriches it with AI, and just does all the boring manual work.
Connected Data
AI Generated Outcomes
Marly's AI platform is built by a world-class team of engineers, AI researchers and experienced investors.
Enterprise-Grade Security
We understand the sensitivity of financial data. Security is foundational to the Marly AI platform.
Data Encryption
All sensitive data, including documents and communications, is encrypted using industry-standard AES-256 encryption both when stored and while being transmitted.
Strict Access Controls
Role-based access control ensures that users only see the data relevant to their function. Granular permissions can be configured for maximum control.
Regional Data Storage Control
Our platform enforces strict data residency, allowing you to specify and manage the geographic region where your information is stored.
Compliance & Auditing
Marly AI is designed with compliance in mind and is undergoing SOC 2 Type II certification to meet the rigorous security and availability requirements of enterprise clients.