R
Raysurfer

An AI employee for
Bender Equity

One AI that learns how your team works — handles deal sourcing notes, DD frameworks, portfolio monitoring, and investor reporting. Gets better every time.

What changes for your team

Before
DD memos built from scratch each time
Portfolio updates pulled manually from spreadsheets
Deal notes scattered across emails and docs
Investor reports assembled by hand quarterly
New fund ops (AxisPeak) set up with no templates
After
AI drafts DD memos using your prior frameworks
Portfolio snapshots generated automatically from live data
Deal notes structured and searchable from one conversation
Investor reports built in minutes, reviewed before sending
AxisPeak ops templated from Bender playbooks on day one

Built for how your team actually works

Deal Sourcing Notes

Feed in CIMs, meeting notes, or email threads. The AI structures them into your standard format and flags what stands out — so the next deal gets processed faster because it learned from the last one.

~70% less time formatting notes

DD Frameworks

Your diligence process follows a pattern but each deal needs custom analysis. The AI starts from your prior memos, adapts to the new target's sector and structure, and flags gaps before you ask.

DD memo first draft in minutes, not days

Portfolio Monitoring

Upload financials, board decks, or spreadsheets. The AI tracks KPIs across your portfolio, spots trends, and builds the comparison views your team actually uses — no dashboard setup required.

Real-time portfolio health at a glance

Investor Reporting

Quarterly updates, LP letters, and performance summaries drafted automatically from your data. Every report improves because the AI remembers what each investor responds to best.

Reports get better with every send

Built for standing up AxisPeak

Launching a new portfolio company means new reporting cadences, compliance docs, investor comms, and operational templates. Raysurfer learns your existing Bender Equity playbooks and applies them to AxisPeak on day one — so the operational setup that normally takes weeks happens in days.

How it learns

Same task, three runs. Watch the AI get faster.

Run 1Learning
Parse uploaded CIM2.1s
Identify deal structure3.4s
Build DD checklist5.2s
Draft memo sections8.1s
Format to Bender template2.3s
21.1s — First time, learning your format
Run 2Remembering
Parse uploaded CIM2.0s
Reuse deal structure pattern0.1s
Apply saved DD checklist0.1s
Draft memo from template3.2s
Format (cached)0.1s
5.5s — Reused what it learned last time
Run 3Adapting
Parse new sector CIM2.1s
Adapt structure to fintech1.2s
Merge DD + premium finance1.8s
Draft with sector context3.0s
Save upgraded template0.2s
8.3s — Adapted to AxisPeak's sector
70%
Time saved on DD memos
5x
Faster investor reports
100%
Deal notes auto-structured
Days
Setup for new fund ops

Simple to set up

1

Connect your tools

Point it at your shared drives, email, and spreadsheets. No engineering required.

2

Work normally

Upload a CIM, ask for a DD memo, request an investor update. The AI watches how you want things done.

3

It gets faster

By the third deal, it already knows your format, your preferences, and your team's patterns.

Ready to see it on your data?

15-minute demo tailored to Bender Equity's workflows. No commitment, no setup required.

Book a 15-minute demo