AI operating system for private-market investors
Every opportunity.The right context.A clear next move.
An AI analyst for your firm. Maximos brings opportunities, notes, research, and follow-ups into one intelligent queue — so you see what matters, know what’s next, and remember why.
Your daily queue
Start the day with the work already organized.
New opportunities, meeting notes, diligence questions, and open follow-ups land in one place—attached to the company and context they belong to.
Capture anywhere.
Forward an opportunity, upload a deck, or add the thought you do not want to lose.
See what needs attention.
Maximos brings forward the decisions, questions, and commitments that need your team now.
Move the next action.
Every opportunity has an owner, an open decision, or a next step—not another forgotten thread.
Full context
Everything your firm knows, where the decision happens.
The deck. The last meeting. The relevant relationship. What changed. What remains unproven.
Maximos brings it together before your team decides.
Decision and follow-through
Decide. Follow through. Remember why.
Advance, pass, or revisit later. Maximos keeps the rationale, next action, and supporting context together for whenever the opportunity returns.
Your team makes the call. Maximos makes sure the work—and the why—does not disappear.
Your firm
Built around how your firm invests.
Your thesis, priorities, vocabulary, process, and past decisions shape how Maximos works. They inform the next decision without turning it into a formula.
What the firm learns stays with the firm.
Fits your stack
Start where you need Maximos. Expand from there.
Maximos works with the tools you already use — and can become the operating record as your team centralizes more of its investment workflow.
Opportunities and people
Companies, contacts, and pipeline can live in Maximos.
Documents and research
Bring decks, notes, and research into Maximos, or keep tools that already serve the team.
Decision and action
Maximos is where that work becomes a decision, a next action, and a lasting record.
Source-linked. Permissioned. Private to your workspace. Explore trust and security.
FAQ
Do we need to replace our CRM?
No. Maximos can work alongside your existing systems — or become the operating record as your team centralizes more of its investment workflow.
Does Maximos make the investment decision?
No. Your team makes the call. Maximos organizes the work, brings the relevant context forward, and keeps follow-through from disappearing.
What’s the fastest way to see it?
Bring one live opportunity. In 20 minutes you’ll see Maximos organize the context, surface the open questions, and leave a clear next move.
Bring one live opportunity.
In 20 minutes, see Maximos organize the context, surface the open questions, and leave your team with a clear next move.