Gilion

O que é Gilion?

Gilion combines an AI platform for financial deal work with non-dilutive growth funding for SaaS businesses. Its investment platform helps bankers and investors source opportunities, conduct due diligence and monitor portfolios using a shared record of companies and past decisions.

The platform applies a firm’s investment thesis, mandates and policies to analysis performed by specialized AI agents. It connects deal information with company data and historical benchmarks, helping teams assess opportunities and focus further investigation on risks and assumptions that affect an investment decision.

O que Gilion pode fazer?

Individual and bulk screening

Screen potential investments at scale and compare incoming companies with the firm’s mandate and historical deal knowledge.

Automated due diligence

Automate straightforward analysis and due-diligence questions using firm-specific practices, then identify areas that need deeper investigation.

Scenario modelling

Use advanced modelling to explore questions and assumptions that require deeper investigation during deal analysis.

Connected company data

Connect to company systems during due diligence to examine transaction, retention and spending data alongside the deal record.

Historical deal benchmarking

Compare new opportunities with companies the firm has previously seen, invested in, lost or rejected, using its shared system of records.

Firm-specific investment context

Layer the firm’s thesis, mandates and policies into agent work and keep companies and decisions in a shared knowledge base.

Casos de uso

“Triage after an introductory call”

Investment teams can collect call notes, documents and company data after a first meeting, then decide which opportunities warrant further work.

“Prepare a contested investment case”

Analysts can examine assumptions that could undermine a deal alongside evidence supporting it, directing follow-up work toward the questions that matter for approval.

“Monitor existing investments”

Portfolio teams can receive notifications of key changes in real time and use the platform for monitoring and reporting.

“Explore funding for SaaS growth”

SaaS founders can approach Gilion for non-dilutive growth funding as a separate offering from its investment analysis platform.

Perguntas frequentes

What information can firms connect to Gilion?

Gilion describes integrations with CRM systems, email, note-taking tools, drives, data rooms and third-party sources. It also supports direct connections to company systems during due diligence for transaction, retention and spending data.

How does Gilion adapt to a firm’s investment approach?

Firms can upload their investment thesis, mandates and policies for use in agent actions. Analysts, partners and AI agents work from the same knowledge base.

How does Gilion protect firm data?

Gilion states that data is not used for model training, is encrypted in transit and at rest, and is protected with role-based access controls.

Who provides Gilion loans in Germany?

In Germany, Gilion operates as a loan broker. Loans are granted by a third-party bank.