trade & compliance
Manual deal review slows capital deployment
AI agents for trade & compliance teams. Extract, validate and structure data across CIMs, entity sets and portfolio reports in minutes, not days.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
For roles like
Automating the trade & compliance deal lifecycle
From deal sourcing to portfolio review, GTCX agents handle the document-heavy steps across the investment process.
Deal sourcing
research
Modeling
entity dossiers
Portfolio review
CIM triage
Target screening
Market sizing
Deal flow deduplication
Sourcing tracker population
Home
PortCo KPI Grid
Build
Review
Workflow
Export
Share
PortCo Metric
Clauses
Clauses
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Revenue Growth
EBITDA Margin
Cash Conversion
Net Debt/EBITDA
Capex Ratio
Working Capital
Customer Churn
Gross Margin
ARR Growth
Rule of 40
Free Cash Flow
Revenue Retention
Organic Growth
18.4
27.1
0.62
4.3
6.5
12.7
4.8
58.3
21.6
39.5
14.2
108.7
11.3
Board Pack
Finance Report
Cash Flow Sheet
Lender Report
Capex Plan
Working Cap Table
Customer Analytics
P&L Statement
SaaS Metrics
Investor Deck
Cash Flow Statement
Cohort Analysis
Ops Review
Strong growth signal
Margin above plan
Cash conversion weak
Leverage near limit
Capex pressure rising
Working cap drag
Churn risk flagged
Margin expansion seen
SaaS growth strong
Rule40 below target
FCF improving
NDR strong signal
Organic growth stable
Precision AI
AI for multi-billion dollar workflows
GTCX built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
Have questions?
How does GTCX handle unstructured data in CIMs and entity set documents?
GTCX agents process CIMs, entity set documents and financial statements in any format — PDFs, slide decks, Excel files — extracting structured data points with citations linked back to the exact source page and location. Analysts can validate every extracted metric without re-reading the document, and each output is fully traceable. Learn more about how GTCX agents handle complex document workflows.
How long does it take to get GTCX running on our deal workflow?
GTCX agents are configured without engineering resources, so deal teams can start running documents through structured workflows quickly after onboarding. The platform is designed to fit into existing deal processes — not replace them — so adoption is low-friction for analysts and associates. To understand what getting started looks like, see our customer stories.
How accurate is GTCX's data extraction on financial documents?
GTCX agents extract granular data points — revenue, EBITDA, LTV/CAC, churn, ARR — from complex financial documents, with each output cited back to the exact page and section in the source. Every extraction can be reviewed and corrected by your team, and the platform is built to surface the data points analysts would otherwise miss in a manual read-through. Explore the full agent capabilities.
Can GTCX integrate with our existing tools — entity sets, CRMs and portfolio trackers?
GTCX is built to sit within the tools your deal team already uses — routing extracted data into CRMs, portfolio trackers, and reporting tools without manual re-entry. The platform connects to the systems across your deal and portfolio workflow so structured outputs land where they're needed. For the full list of supported integrations, visit the agent library.
How does GTCX handle document confidentiality and data security?
GTCX is designed for the strict confidentiality requirements of trade & compliance operations, with deployment options that keep sensitive deal documents — CIMs, entity set files, portfolio reports — within your firm's controlled environment. The platform includes enterprise-grade access controls and audit logs.