Claude + Perplexity · Any Company · Any Industry

Deal Intelligence for Any Transaction

M&A analysis, investment scoring, and strategic intelligence — powered by AI. Works for tech startups, banks, manufacturers, SaaS companies, and private equity targets.

No credit card required. First 3 analyses free.

AI-first deal intelligence. No heuristics.

Real LLM reasoning — not rule-based scoring. Perplexity pulls live data. Claude synthesizes it into actionable deal analysis.

Universal Deal Analysis

AI-powered M&A scoring, investment analysis, and strategic intelligence — for any company, any industry. Claude researches live data, scores across 5 dimensions, and delivers IC-ready memos in minutes.

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CVC & Investment

Evaluate fintech and technology investment opportunities with venture signal scoring, portfolio fit analysis, and strategic alignment metrics built for corporate investment arms.

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Data Room

Upload CIMs, financial models, and due diligence documents. Forge extracts the text and injects it directly into AI analysis context for richer, document-grounded insights.

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How Forge works

From company name to committee-ready analysis in three steps.

01

Enter any company

Type a company name and deal type. No templates, no NCUA restriction — works for tech startups, banks, manufacturers, PE targets, anything.

02

AI researches & analyzes

Perplexity pulls live company intelligence. Claude synthesizes financials, market position, strategic fit, and risk into a structured analysis.

03

Get IC-ready output

Receive a scored deal memo with executive summary, dimension scores, synergy analysis, valuation context, DD checklist, and next steps.

Works for any company

Not just credit unions. Not just fintech. Any industry, any stage.

Tech StartupsSaaS CompaniesBanks & Credit UnionsHealthcareManufacturingPrivate Equity TargetsE-CommerceEnergyLogisticsInsurance

Simple pricing

Start free, upgrade when you need unlimited analyses.

Free

$0

Forever free

  • 2 active deals
  • 3 analysis runs
  • Universal company analysis
  • Deal pipeline view
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Forge Pro

$299

per month

  • Unlimited deals
  • Unlimited analyses
  • Data Room uploads
  • IC memo generation
  • DOCX + PDF export
  • Multi-deal compare
  • Priority support
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Ready to close better deals?

Join M&A advisors and deal teams using Forge to move from company name to committee-ready analysis in minutes.

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