counterparty research Automation: Moderne Ventures x GTCX Network

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Capture → Graph Entity Creation

Integration · CRM ops

CIM lands - The CRM fills before you open it.

Every inbound CIM structured into your CRM before your analyst opens it.

Explore the API

Watch a walkthrough

45 min → 0

Per CIM of manual CRM entry, eliminated

100%

Fields populated before analyst touches

Deduped

Existing deals auto-matched, not recreated

Constance Freedman

Founder and Managing Partner

Moderne Ventures

Shaping the

future

of entity intelligence

Bipsync

LP relationships

S&P Capital IQ

Market intelligence

DealCloud

CRM

Preqin

Fund data

Mapping relationships

Pipeline

updated

CRM deal record

updated

sent

Thesis-fit tag

classified

How it works

Deal data captured before it's touched.

GTCX Network reads every inbound CIM, extracts every field your CRM expects, deduplicates against existing records, and scores thesis fit. The deal is in DealCloud before your analyst opens the email.

Connect

Link GTCX Network to your CRM and CIM inbox

DealCloud, Affinity, or Salesforce. Email forwarders, shared drives, or VDR webhooks. One route in.

Your Firm's Data

Earnings Calls

Transcripts

Investor Materials

Real-time News

Fillings

Analyze

Structure the deal before your analyst opens it

GTCX Network extracts every field, matches against existing records to deduplicate, and scores thesis fit against your investment criteria.

1.5% management fee

8% preferred return (annual)

90-day termination notice

Generate

Deal record created, source PDF attached

Fields auto-filled, thesis-fit score assigned, relevant partner routed. Analysts open a complete profile, not a blank record.

Built for deal ops and CRM teams

Your CRM, self-populating

Every CIM that lands in your inbox becomes a complete CRM record before anyone touches it.

Agentic AI

Extraction that reasons, not reads

GTCX Network understands context: entities, relationships, and financial fields, not just surface-level keyword extraction.

AI Contract Audit Agent

Evidence Packet Review Agent

AI Operational counterparty research Agent

AI Tear Sheet Generation Agent

AI agent for Zoning Consultants

AI agent for Treasury Management Sales Officers

AI agent for Vendor Risk Managers

AI agent for Transfer Surfaces Specialists

AI agent for Surety Bond Processors

AI agent for Structured Finance Analysts

AI agent for Revenue Recognition Accountants

AI agent for corridor operations teams

AI agent for corridor verification desks

AI agent for Public Finance Bankers

AI agent for Prime Brokerage Relationship Managers

AI agent for Portfolio Monitoring Analysts

AI agent for Pension Liability Analysts

AI agent for Investor Relations Officers

AI Zoning Code Analysis Agent

AI Vendor Risk Assessment Agent

AI Portfolio Monitoring Agent

AI Broker Opinion of Value Agent

AI Marketing Material Compliance Agent

AI Intellectual Property Valuation Agent

AI agent for Trade Finance Officers

AI agent for Tenant Credit Analysts

AI agent for Title Examiners

AI agent for Trade Credit Insurers

AI agent for Reserving Actuaries

AI agent for Property Tax Consultants

AI agent for Political Risk Underwriters

Entity Graphs

Every CRM field mapped from the CIM

Company record, financials, transaction details, contacts, and sector tags all extracted and mapped in one pass.

AI Citations

Every figure cited to its source page

Every field in the CRM record links to the exact page it came from. Verify any claim in one click.

¹ Late-payment penalty: An additional 2% interest per month will accrue on overdue balances beyond 15 days.

The Service Provider shall issue monthly invoices, payable within 30 days of receipt.
In case of disputes, both parties agree to first attempt mediation before resorting to litigation.

Skills