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Professional-grade AI for family offices. One workspace to source, analyse, track, and monitor private market opportunities.
About us
We tackle your dealflow and due diligence.
Egerton is a dealflow intelligence platform built for family offices. As private markets grow, we deliver technology that gives investment teams a shared, AI-powered workspace to source, analyse, track, and monitor opportunities — from first contact with a fund manager through to portfolio monitoring. Save your team valuable hours, uncover insights and risks across your pipeline, and recover time for cultivating dealflow and relationships, not sifting through data.
Private Equity
Venture Capital
Secondaries
Co-investments
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Family offices globally
With growing demand for private investments.
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Hours per deal
Saved by using Egerton to review and track opportunities.
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People required
Average number involved to assess, discuss and evaluate a private investment.
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Interactions
Average number of interactions with a sponsor to gather information
Built for Clarity
We bring clarity to your deal flow. Our platform gives investment teams a single view of pipeline, risk, and fit - so you move faster and decide with confidence, without the chaos of scattered documents and manual reviews.
Add your deals
Upload documents or forward emails. Create deals from pitch decks, PPMs, and data room files in one shared workspace.
AI analyses
Egerton extracts key data, runs fit analysis, and builds due diligence checklists and risk assessments — so you see what matters fast.
Track and decide
Move deals through your pipeline, compare with your team, and use AI chat and reports to go from inbox to investment committee.
What's slowing you down?
Let's uncover what's really blocking your flow.
Your to-do list keeps growing.
Tasks pile up, and priorities blur.
You start your day without a clear plan.
Everything feels urgent, and nothing gets done.
You are constantly switching tools.
Notes here, reminders there, it is all fragmented.
Distractions kill your flow.
One notification, and you are out of the zone.
Turn chaos into clarity
With smart, focused, and human-centered features.
Make your workflow feel effortless
Your productivity should feel calm, focused, and frictionless.
Document data extraction
Upload pitch decks, PPMs and data room files. AI extracts key terms, structure and risks so you see what matters without reading every page.
Deal fit with preferences
Score each deal against your or your client preferences - asset class, geography, risk - with clear category breakdown and a recommendation.
Deal focused workspace
Pipeline, documents, team and AI chat in one place. One workspace to source, analyse, track and monitor private market opportunities.
Email and meetings notes
Forward deal emails to create deals and trigger processing. Attach meeting notes and transcripts so context stays with the deal.
Client preferences and access
Define and store investment preferences per client. Match deals to the right families and control who sees what across your organisation.
Internal workflow management
Move deals through your pipeline, assign and track due diligence, and keep your team aligned from first contact to investment committee.
Plans that scale with your dealflow
From solo deal professionals to family offices. Choose the plan that fits how you work.
Starter
Free
For solo deal professionals
What's Included:
Pipeline and kanban board
Deal pipeline and document upload
Personal deals only
Investment preferences
Solo use
Get started free
What is Egerton?
Egerton is a dealflow intelligence platform built specifically for family offices. Unlike generic CRMs or spreadsheet workflows, Egerton gives investment teams a shared, AI-powered workspace to source, analyse, track, and monitor private market opportunities — from first contact with a fund manager through to ongoing portfolio monitoring.
What problem does Egerton solve for family offices?
Many family offices rely on manual due diligence processes that hinder their ability to confidently compare investment opportunities and make informed decisions at scale, particularly as deal volumes increase from early-stage managers. Egerton replaces fragmented spreadsheets, email threads, and generic tools with a single intelligent platform that surfaces insights across the entire deal pipeline.
How is Egerton different from other family office software?
Most family office software focuses on portfolio accounting, reporting, or wealth consolidation. Egerton is focused on the front end of the investment process: deal sourcing, analysis, and collaborative decision-making. It takes an intelligence-first approach — meaning AI is used to deepen analytical understanding across deals, not just automate intake tasks. Egerton also integrates with Microsoft 365, working inside the tools your team already uses rather than requiring a separate platform adoption.
Does Egerton use AI? How?
Yes — but deliberately. AI in the family office context is about enhancing human expertise, improving productivity, and building confidence in responsible automation, not replacing expertise. Egerton uses AI to: analyse and classify fund documents automatically, surface patterns across your deal pipeline, generate investment summaries with source citations, and flag relevant updates in monitored positions. Critically, Egerton shows you why it reaches a conclusion, not just what the conclusion is.
Can Egerton handle multiple asset classes?
Yes. Egerton is built for the breadth of a typical family office portfolio — private equity, venture, real estate, private credit, hedge funds, and direct deals. Workflows and document templates adapt to asset class, so a PE fund submission is treated differently from a real estate pitch deck.
Is my data secure? Will it be used to train AI models?
Egerton operates under strict data segregation. Your deal data, fund documents, and investment notes are never used to train AI models — ours or third-party providers. All data is encrypted in transit and at rest. Egerton is designed for the confidentiality requirements of family offices managing sensitive NDA-protected information.
Does Egerton work with Microsoft 365?
Yes. Egerton is designed to work within your existing Microsoft 365 environment, including OneDrive, SharePoint, Teams, and Outlook. Rather than asking your team to adopt a completely new system, Egerton acts as an intelligent layer on top of the documents and communications you are already generating.
How long does it take to get started?
Most family offices are up and running within days, not months. Egerton focuses specifically on dealflow, with no accounting migration required. You connect your document sources, onboard your team, and start analysing.
What size family office is Egerton designed for?
Egerton is built for single and multi-family offices with active private market programmes — typically teams of 2–20 investment professionals reviewing 50–500+ opportunities per year. It is particularly well-suited to offices that have outgrown spreadsheets but do not have the budget or need for a full institutional-grade investment management system.
How does Egerton compare to Clade or DiligenceVault?
Clade and DiligenceVault are strong tools focused primarily on document ingestion, automation, and workflow. Egerton's differentiation is collaborative intelligence — it is designed for teams to build shared understanding across deals, not just process documents faster. Egerton emphasises transparent AI reasoning, cross-deal pattern analysis, and integration into existing Microsoft workflows rather than a standalone portal that requires a separate login and workflow.
What software do family offices actually use to track deal flow?
Most family offices fall into one of four camps: Excel spreadsheets, a repurposed generic CRM (Salesforce, HubSpot, Notion), a VC-focused tool that does not quite fit, or nothing systematic at all. Each has serious limitations. Excel breaks down the moment you have more than one person updating it. Generic CRMs were not built for investment workflows — they do not understand concepts like asset class, fund vintage, commitment size, or LP/GP relationships. VC tools assume a startup-centric model that does not map to how family offices evaluate private equity funds, real assets, or direct co-investments. Egerton is built specifically for the family office dealflow context, combining pipeline tracking, document intelligence, and collaborative analysis in one place.
Is there a CRM built specifically for family offices?
There are CRMs marketed at family offices — but most are wealth management or client-relationship tools, designed for managing family relationships and reporting, not investment pipeline. What family offices actually need for dealflow is closer to a combination of a deal tracker, a document analyser, and a research knowledge base. Egerton is that combination. It tracks relationships with fund managers and deal sponsors, but the intelligence layer — document analysis, cross-deal comparison, investment scoring — is what generic CRMs fundamentally cannot do.
How do you organise 200+ pitch decks a year as a small team?
This is one of the most common operational bottlenecks in active family offices. The typical answer is a shared drive folder that becomes unsearchable within six months. Egerton solves this by automatically classifying and tagging documents on ingestion — so a real estate pitch deck, a PE fund tearsheet, and a co-investment memo each get structured differently, with key data points extracted and indexed. Your team can search across every document you have ever received using plain language: show me all European mid-market buyout funds reviewed in the last 18 months with a target fund size above €500m. No more hunting through folders or asking a colleague if they remember seeing a particular deck.
How do family offices track manager performance without a Bloomberg terminal?
Bloomberg and similar data terminals are built for liquid markets. For private market managers — PE funds, hedge funds, real assets — performance data arrives via quarterly reports, capital account statements, and email updates, not live feeds. Egerton is designed for this reality: it ingests the documents you actually receive, extracts performance metrics, and tracks them over time across your portfolio. You get a live view of manager health — performance vs. vintage benchmarks, key personnel changes, material events — without needing an institutional data subscription.
Can AI actually help with fund due diligence, or is it still hype?
Genuinely both, depending on what you are expecting it to do. AI is very good at specific sub-tasks within due diligence: extracting data points from LPAs and subscription documents, summarising fund track records, flagging off-market terms in legal agreements, and surfacing inconsistencies across documents. It is not a replacement for judgement on manager quality, relationship assessment, or understanding whether a fund strategy fits your portfolio. Egerton uses AI precisely in the areas where it adds speed without adding risk — document extraction, classification, and comparative analysis — while keeping the investment decision firmly with your team.
What is the difference between using ChatGPT for investment analysis vs. a purpose-built tool?
ChatGPT is a general-purpose tool with no memory of your portfolio, no access to your documents, and no context about your investment thesis. Every conversation starts from scratch. A purpose-built platform like Egerton maintains persistent context: it knows what you have already seen, what your investment criteria are, which managers you have relationships with, and how a new opportunity compares to your existing pipeline. The AI in Egerton also cites source documents — so when it summarises a fund track record, you can click through to the exact passage in the original document. With ChatGPT you are told an answer; with Egerton you are shown the evidence behind it.
How do I replace Excel for investment tracking without losing control of my data?
The fear of losing control is legitimate — Excel is terrible at many things, but it is completely transparent and fully owned by you. The migration risk with most platforms is real: data gets locked in proprietary formats, exports are messy, and you become dependent on a vendor. Egerton is designed with data portability in mind. Your documents remain your documents, your deal data can be exported, and the platform works alongside your existing Microsoft 365 environment rather than replacing it. The goal is to give you the intelligence layer Excel cannot provide — cross-deal analysis, AI-powered document search, shared team views — while keeping you in control of your underlying data.
Is it worth building a custom internal deal tracking system vs. buying something like Egerton?
Building custom is tempting — you get exactly what you want, theoretically. The reality is that bespoke development for a small family office team is expensive, slow, and fragile. It requires ongoing engineering resource, and the moment your lead developer leaves or priorities shift, you are stuck with an unmaintained system. The hidden cost is usually 18–24 months of productivity lost before you have something that works. Egerton gives you the flexibility of a system that can be configured to your investment thesis and workflows, without the engineering overhead. The features that matter most — document intelligence, pipeline tracking, portfolio monitoring — are live on day one.
My family office uses Microsoft Teams and SharePoint. Will a new tool just create another silo?
This is exactly the right question to ask before adopting any new software. Most investment platforms require you to move to them — upload documents into their system, work inside their interface, create a new login. Egerton is designed to work with your existing Microsoft 365 environment. Documents you store in SharePoint and OneDrive, conversations in Teams, emails in Outlook — Egerton can surface intelligence across all of it without forcing your team to change how they work. You keep using the tools you are already using; Egerton becomes the intelligence layer that makes them more powerful.
How do other family offices handle the problem of information overload from fund managers?
Research shows that LPs read only 30–40% of fund manager communications — the rest gets lost in email or goes unreviewed. Over a year, that is a significant amount of potentially material information missed. Egerton addresses this with automated monitoring: when a new document, report, or update arrives from a manager in your portfolio or watchlist, it is automatically processed, summarised, and surfaced with any flagged material changes highlighted. Instead of reading every quarterly letter in full, your team gets a structured digest with the key signals already extracted — and can drill into the full document when something warrants closer attention.
What is the ROI of using a dealflow platform like Egerton?
The return is primarily time and quality of decision-making, which are harder to quantify than direct cost savings but more impactful. Concretely: an analyst spending four hours on initial fund screening can do that work in under 45 minutes with AI-assisted document analysis. A team reviewing 200 deals a year with Egerton can maintain the same conviction depth they would previously apply to 60. The compounding effect is that better-organised, faster-analysed pipeline means fewer missed opportunities and better-informed decisions at the investment committee stage — which over time is where real alpha is generated for a family office.