How it works
One Intelligence Graph across the M&A lifecycle — screen before the room, monitor after the close.
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See your own target screened against the Intelligence Graph — every finding cited.
Institutional diligence at independent-sponsor scale.
You do direct deals with a tiny team and no bulge-bracket budget — but the capital at risk is real and the diligence standard can’t slip. Rubicon gives you institutional-grade screening and monitoring at a mid-market price: $750 a seat. Punch above your weight, and protect capital on every deal you do yourself.
Institutional stakes, independent-sponsor resources
On a direct deal, you carry the same downside a large fund does — often more, because it’s your name and frequently your own capital alongside your investors’. What you don’t carry is their infrastructure: no associate pool, no in-house diligence team, no seven-figure tooling budget. The deal-software market reflects who it’s built for: virtual data rooms alone are projected to grow from $3.4 billion to $7.7 billion at roughly a 22% CAGR, priced and packaged for the funds running hundreds of deals a year. You’re running a few that each matter enormously.
The downside on a direct deal doesn’t scale with your headcount. Your diligence shouldn’t have to either.
The intelligence layer is consolidating — into the funds’ hands
The market is telling you where this is going. When Datasite committed half a billion dollars to acquire a private-market intelligence company, it was a signal that deal intelligence is becoming the layer that wins deals — and that it’s being rolled up by the platforms that serve the largest players. For a lean team doing direct deals, the risk is being left to screen on Google and instinct while institutional buyers screen on a graph.
Rubicon: the institutional graph, at your scale
Rubicon puts the same Intelligence Graph a large fund would use in the hands of a one- or two-person sponsor. Before the deal, Deal Screen runs the external record — litigation, sanctions, ownership, regulatory, financial health — on any target in minutes, each finding cited to its source. After the deal, Investment Monitor keeps a continuous, cited watch on what you own. Institutional-grade screening and monitoring, at $750 a seat — a price built for the mid-market, not the megafund.
Punch above your weight and protect capital on direct deals. You screen with the same rigor a large fund brings, catch the risks that would otherwise blindside a small team, and monitor your holdings continuously — all without the headcount or the budget. The diligence gap between you and the institutions closes, and it closes at your scale.
Cited, because trust is your currency
When you raise deal-by-deal or report to a family principal, your credibility rests on showing your work. Every Rubicon finding links to the filing, docket, or record behind it — so when you tell an investor a target is clean, or flag why you passed, you’re handing them the evidence, not asking for faith. For an independent sponsor, that auditable trail isn’t a nicety. It’s how you earn the next commitment.
Built for the deals you do yourself
Direct deals are different from fund commitments: there’s no GP doing the diligence for you, and there’s no syndicate to hide a miss inside. The whole risk surface is yours to clear, and you clear it with the team you have. Rubicon is built for exactly that — institutional screening and monitoring that one or two people can actually run, so the lack of a bench never becomes a lack of rigor on a deal where it’s your name and your capital.
Screen a direct deal like an institution.
Book a 30-minute demo with a live target. We’ll run it through the Intelligence Graph with you — cited flags and all — and show how institutional-grade diligence works at $750 a seat.
Buy-side deal intelligence across the M&A lifecycle. See the risk the room won’t show — screen before, monitor after.