Why Most AI Copilots Fail on Comp Tables (And What Actually Works)
Comp tables break generic AI tools for a specific, fixable reason. What reliable extraction actually requires.
ReadIntelligenceforPrivateCapital
ARQEN helps M&A advisory firms, independent sponsors, and search funds deploy custom AI agents across CIM review, data room diligence, and portfolio monitoring — built inside your environment, in weeks not quarters.
Revenue (FY25)
$42.3Mcited · p. 14
EBITDA margin
18.2%cited · p. 17
Customer concentration
Top 3 = 31%cited · p. 23
✦85–90% extraction accuracy✦< 2 weeks pilot to working system✦0 documents stored on our servers✦Built on Claude / AWS Bedrock✦85–90% extraction accuracy✦< 2 weeks pilot to working system✦0 documents stored on our servers✦Built on Claude / AWS Bedrock✦85–90% extraction accuracy✦< 2 weeks pilot to working system✦0 documents stored on our servers✦Built on Claude / AWS Bedrock✦85–90% extraction accuracy✦< 2 weeks pilot to working system✦0 documents stored on our servers✦Built on Claude / AWS Bedrock
Featured Work
Recent Builds
Close the Gap Between AI Potential and Deal Work Reality
M&A and deal work demand precision — numbers that tie, sources that hold up under diligence, outputs a partner can sign off on. Most AI tools operate on probabilistic best-guesses instead. ARQEN builds at the intersection of AI and deal workflows to close that gap: systems that move from pilot to production quickly, without asking your team to verify every output by hand.
Segments
Deal Segments We Work With
We build across M&A advisory, independent sponsorship, search funds, family offices, and corporate development — translating a founder's AI intent into a system their team can actually run. Every build is grounded in how deal work actually happens, not a generic AI template.
Learn MoreM&A AdvisoryIndependent SponsorsSearch FundsFamily OfficesCorporate Development
Services
Two Paths, One Outcome: AI That Works on Your Deals
Most deal teams are already experimenting with AI — ChatGPT for first drafts, Claude for a quick CIM skim. The constraint isn't access to models anymore. It's document security, output reliability, and having someone who can actually build the system. We address this through two paths.
Path 1
CIM & Data Room Intelligence
Deploy AI agents that extract, structure, and cite deal document data — CIMs, data rooms, board decks — directly into your existing templates. Every output traceable to source. Deployed in your AWS or Azure environment, so nothing leaves your control.
Path 2
Portfolio & Workflow Automation
Automate the recurring manual work around live deals: quarterly portfolio monitoring, CRM auto-logging, LP reporting first-drafts. Built around your existing tools (DealCloud, Affinity, Excel) — not a replacement for them, a layer on top.
Path 3
Ongoing Build & Iterate
As new bottlenecks surface, we keep building. No re-signing a new vendor contract every time — a standing monthly engagement that expands your AI systems as your deal flow does.
How We Work
From First Call to Working System in Two Weeks
0101
Discovery Call
20 minutes. Walk us through your most manual deal workflow. We tell you honestly whether AI can fix it.
0202
Paid Pilot
Fixed fee, fixed timeline. We build against your real documents, not a demo dataset. You set the accuracy bar.
0303
Your Evaluation
You test outputs against your own deal files. Every claim is source-cited. No black box, no trust-us.
0404
Deploy & Scale
We deploy inside your cloud environment. Monthly engagement covers maintenance and the next workflow.
Why ARQEN
Built by Practitioners, Not Platform Vendors
Off-the-shelf deal AI tools (Hebbia, Rogo, and similar) are built for firms with a data team to manage them. We're not a platform — we're an implementation partner. We've worked inside live M&A environments, on real CIMs, under real NDAs. Every system we build is yours: your templates, your cloud, your data, from day one.
Built on Claude (Anthropic)Deployed via AWS BedrockNDA-first engagement model
Insights
Notes on AI in Deal Work
The Hidden Cost of Uploading CIMs to Third-Party AI Tools
Where your deal documents actually go when you paste them into a chatbot — and how to get the same leverage without the exposure.
ReadWhat a 2-Week AI Pilot Should Actually Look Like
Fixed fee, fixed timeline, your real documents, your accuracy bar. A checklist for evaluating any AI implementation partner.
ReadAccelerate Your Deal Team's AI Adoption
We help deal teams adopt agentic AI quickly, securely, and without disrupting live deal flow. Production-grade from day one — no lengthy pilots that go nowhere.
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