Decisional
Decisional is an AI-native workspace for private-markets finance teams that turns proprietary deal documents into cited investment memos, valuations, and models.
Best for: Private-markets and real estate finance teams accelerating due diligence, underwriting, and portfolio monitoring with cited, auditable AI analysis of their own deal documents
Last reviewed 6/2/26
- Integrations
- Excel, Salesforce, Gmail, Slack, Notion, QuickBooks, HubSpot, Crunchbase
- Property types
- Commercial, Residential
- Geography served
- United States and United Kingdom (offices in San Francisco and London)
How Decisional uses AI[1][3][6]
Decisional runs vector search over a firm's proprietary deal documents and pairs it with agentic writing, modeling, and charting. It produces investment memos, valuations, and cap tables, with every figure citing the exact source page. A spreadsheet-style canvas lets analysts run Python valuations and Monte Carlo simulations in the same workspace.
- • Knowledge engines ingest deal docs across PDF, Excel, Word, and PowerPoint and answer queries with inline citations back to the original source page
- • Agentic workspace drafts investment memos, board decks, and cap tables for due diligence and portfolio monitoring
- • Spreadsheet-like canvas runs Python-powered valuations and Monte Carlo simulations without leaving the app
- • Built for private markets including real estate deal teams underwriting and monitoring assets
AI type: Agentic RAG workspace (retrieval over proprietary documents plus LLM agents for analysis and modeling)
API: yes MCP: unknown
Key numbers[2][4]
- • Y Combinator Summer 2024 batch company
- • backed by Moonfire and Character VC
- • published wealth-management customer case study (Evooq)
Credibility[2][4][5]
- Founders
- Dhruv Tandon (CEO; previously Razorpay, Drip Capital, and analyst at Moonfire Ventures; London Business School and BITS Pilani), Adit Sanghvi (CTO; deep learning and ML at Uber; Carnegie Mellon), and Sai Neeraj Kanuri (Head of Engineering; previously Razorpay and Arthur AI; NYU)
- Customers
- Evooq (wealth management) published as a customer case study
- Investors
- Y Combinator (S24), Moonfire, and Character VC
Founded
2024
Headquarters
San Francisco, CA, USA
Stage
Seed
Employees
1-10
Sources
- Decisional official site
- Y Combinator company profile (Decisional, S24)
- Decisional API documentation
- Decisional finance product About page (founders, HQ, investors, Evooq case study)
- Decisional company profile (funding, investors) on PitchBook
- Launch YC: Decisional - An AI agent for Financial Analysts
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