Mextyl unifies market intelligence, CRM, deal rooms, LP reporting and autonomous AI agents into a single platform — purpose-built for venture capital, private equity and hedge fund teams.
Mextyl unifies market intelligence, CRM, deal rooms, LP reporting and autonomous AI agents into a single platform — purpose-built for venture capital, private equity and hedge fund teams.
Google Cloud
Microsoft
Anthropic
HubSpot
Oracle
Slack
Notion
Zapier
Salesforce
Affinity
Carta
PitchBook
Crunchbase
Stripe
Firebase
Cloudflare
Google Cloud
Microsoft
Anthropic
HubSpot
Oracle
Slack
Notion
Zapier
Salesforce
Affinity
Carta
PitchBook
Crunchbase
Stripe
Firebase
Cloudflare
Google Cloud
Microsoft
Anthropic
HubSpot
Oracle
Slack
Notion
Zapier
Salesforce
Affinity
Carta
PitchBook
Crunchbase
Stripe
Firebase
Cloudflare
Google Cloud
Microsoft
Anthropic
HubSpot
Oracle
Slack
Notion
Zapier
Salesforce
Affinity
Carta
PitchBook
Crunchbase
Stripe
Firebase
Cloudflare
Whether you run a PE shop, a VC fund, a multi-strategy vehicle or a fund-of-funds — Mextyl adapts to your workflow, not the other way around.
Centralize sourcing, IC memos, due diligence and portfolio KPI tracking in one auditable pipeline — from Term Sheet to exit.
Track sourcing, LP fundraising and fund performance with AI agents that surface real-time signals across your pipeline.
Get full look-through into underlying assets, consolidated NAV and cross-fund exposure — without stitching together five portals.
Institutional-grade market data, 13F tracking and AI-driven risk signals — built for teams that move on real-time information.
Claude
Mextyl connects natively to Claude, turning every deal, contact and fund metric into a live conversation. Ask, model and execute directly from your daily workflow — no exports, no copy-paste, no switching tabs.
Discover pluginsFour integrated pillars covering the full lifecycle of an investment firm — from sourcing to exit, from LP onboarding to reporting.
Live market feeds, SEC filings and AI signals unified in one workspace.
Learn moreA shared environment for analysts, PMs and IR — with live data always at hand.
Learn moreEnterprise-grade security and audit trails built for regulated institutions.
Learn more
Connect Mextyl's autonomous agents directly to the tools your team already uses — no middleware, no manual sync.
Sync contacts, deals and pipelines directly from your AI agents.
Query and update enterprise databases through natural language.
Send messages, search channels and automate team notifications.
Search, create and query pages and databases automatically.
Trigger thousands of external automations from any agent workflow.
Read and update CRM records without leaving your workspace.
Query BigQuery datasets and trigger Cloud Functions directly from your agents.
Native access to Outlook, Teams, Calendar and OneDrive from any workflow.
Sync relationship intelligence and deal flow data directly from your CRM.
Pull cap table data, ownership records and 409A valuations into your workflows.
Access private market data, company profiles and comparable transactions.
Search funding rounds, investor networks and startup intelligence in real time.
Mextyl gives your entire investment team a single, AI-powered environment — from live market data to LP portals, deal rooms and autonomous agents, all in real time.
Market intelligence, CRM, deal rooms, LP reporting and AI agents live in one unified environment — no fragmented tools, no context switching between platforms.
Live market feeds, SEC filings, news sentiment and portfolio metrics are always synchronized across every module — no stale exports, no manual refreshes.
Autonomous agents are natively integrated into CRM, deal rooms and reporting — not a bolted-on chatbot, but intelligence woven into every step of your process.
Enterprise encryption, granular role-based access and complete audit trails — built to satisfy the compliance requirements of regulated investment firms.
Analysts, partners, IR and compliance all work from the same source of truth — with permissions and workflows tailored to each role.
Teams are fully operational within 48 hours — no lengthy implementation cycles, no dedicated IT project required to get started.
200+ MCP tools across 26 categories, plugged into a fully configurable Agent Builder — powered natively by Claude Sonnet 4.6.
Working, episodic and semantic memory — agents remember deal history and preferences across sessions.
Supervised, assisted or autonomous execution modes with real-time approval controls.
Visual drag-and-drop pipelines orchestrating up to 5 specialized agents in parallel.
MiFID II and SEC Safe Harbor presets built-in — automatic disclaimers and PII redaction.
IC Memos, CIM summaries and Term Sheets generated in-browser, exported to PDF or DOCX.
In-browser Python, SQL and JavaScript — DCF, Monte Carlo and Black-Scholes on demand.
Beyond chat and analysis — Mextyl Cowork takes real control of the mouse, keyboard and browser to complete multi-step tasks autonomously. Open Excel, fill forms, research the web, or navigate your own Mextyl workspace — while you watch it happen live, with full human oversight.
DOM-aware navigation via an embedded Chromium engine reads the accessibility tree instead of guessing pixel coordinates — precise clicks, form fills and data extraction without vision-based errors.
Every sensitive action — payments, form submissions, emails — triggers a native confirmation dialog before execution. Blocked-app lists and rate limits enforced locally, not just server-side.
Spawn specialized personas — Researcher, Verifier, Executor, Writer — running in parallel across isolated browser contexts, then automatically synthesized into one coherent report.
Set recurring tasks (daily, weekly, custom intervals) that run even when the app is closed — with checkpoint/resume, cross-device continuation, and email alerts when a run needs your attention.
Every session feeds Mextyl's 3-tier memory — recognizing recurring domains, caching UI hints, and proactively suggesting tasks based on your past Cowork activity.
Cowork isn't a bolted-on bot — it drives your own CRM, Deal Room and LP Portal directly, turning routine platform checks into fully autonomous background workflows.
Enterprise-grade infrastructure with the audit trail your compliance team requires.
Data encrypted at rest and in transit across all modules.
Granular permissions down to the document level.
Compliance presets applied automatically to AI outputs.
Every action, document and AI decision is logged and searchable.
Learn from the workflows, tips and best practices shared across our Learning Paths — curated from what our community reads the most.
Join institutional teams already using Mextyl to centralize market intelligence, deal flow and collaboration.
Mextyl
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