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Resources

The firm brain, up close.

It learns how you work.

  • Your playbooks

    Learned from every past project.

    The way your firm runs each type of project, step by step. A new workspace starts from one, its steps laid out before the first email.

  • Your way of working

    Learned from day-to-day use.

    The habits nobody wrote down, like the MD’s sign-off before anything goes out. Pleasefix notices them in your team’s edits and keeps them for everyone.

  • Your style

    For every kind of deliverable.

    Decks, memos and models in your house style from the first draft, with your action titles, layouts and colours.

It keeps track of everything.

All projects

7 projects · 2 pending review

  • Financial modelProjections and normalised EBITDA, DoneEmilyEmily
    Buyer listStrategic and financial buyers, ranked, DoneRyanRyan
    Q&A answersReplies to buyers’ diligence questions, Pending reviewWaiting for RyanRyanRyan
    Data roomDocuments filed for buyer access, Agent runningEmilyEmily
  • Financial modelProjections and normalised EBITDA, DoneAshleyAshley
    Buyer listStrategic and financial buyers, ranked, In progressAshleyAshley
    Q&A answersReplies to buyers’ diligence questions, Pending reviewWaiting for AshleyAshleyAshley
    Data roomDocuments filed for buyer access, Agent runningAshleyAshley
  • Financial modelProjections and normalised EBITDA, DoneJasonJason
    Buyer listStrategic and financial buyers, ranked, DoneJasonJason
    Q&A answersReplies to buyers’ diligence questions, DoneJasonJason
    Data roomDocuments filed for buyer access, Agent runningJasonJason
  • Financial modelProjections and normalised EBITDA, DoneEmilyEmily
    Buyer listStrategic and financial buyers, ranked, In progressRyanRyan
    Q&A answersReplies to buyers’ diligence questions, DoneEmilyEmily
    Data roomDocuments filed for buyer access, Agent runningRyanRyan
  • Financial modelProjections and normalised EBITDA, DoneAshleyAshley
    Buyer listStrategic and financial buyers, ranked, In progressMeganMegan
    Q&A answersReplies to buyers’ diligence questions, DoneAshleyAshley
    Data roomDocuments filed for buyer access, Agent runningMeganMegan
  • Financial modelProjections and normalised EBITDA, DoneMeganMegan
    Buyer listStrategic and financial buyers, ranked, DoneMeganMegan
    Q&A answersReplies to buyers’ diligence questions, DoneMeganMegan
    Data roomDocuments filed for buyer access, Agent runningMeganMegan
  • Financial modelProjections and normalised EBITDA, DoneRyanRyan
    Buyer listStrategic and financial buyers, ranked, DoneRyanRyan
    Q&A answersReplies to buyers’ diligence questions, DoneRyanRyan
    Data roomDocuments filed for buyer access, DoneRyanRyan
Open a project to see its workstreams.
Where each project stands
Its phase, from mandate to closing, on one line.
Who has what
Every workstream has a colleague and a status: in progress, agent running, pending review, done.
What is pending review
Counted at the top, each with who reviews it, and marked done from the list.

It scales to the whole firm.

What one person teaches it, the whole firm keeps.

Taught once
A better way found on one deal goes into the firm brain, under the name of whoever found it.
Pulled by anyone
Colleagues use it in their own projects, with nothing to forward and nobody to ask.
The firm’s best, by default
Every new project starts from the firm’s playbooks, its rules and its style, whoever runs it.

Built around your judgement.

    Nothing moves without you.

    Every change Pleasefix proposes waits for your OK, shown in the file itself: removed in red, added in green. Keep it or discard it, whole.

    • Spreadsheets
    • Slides
    • Documents

    Every change, on the record.

    Who changed which file, when, and why. Open any file to see its whole history, every version in a line, and any version’s before and after.

    • Aldermoor FDD, slide 8
    • FDD findings
    • Graz lease
    Normalised EBITDA, FY2025$42.0M
    • Statements v7
    • Mgmt presentation
    • Information memo

    Every number, traced.

    From the email to every slide it touches. Each figure keeps its sources and the files it changed, so anyone can follow it back.

It runs on your AI plan.

The Claude, ChatGPT or Mistral plan your firm already pays for, or a model behind your walls.

No second AI seat
Pleasefix works with the subscriptions your firm already has, so nobody buys a second one.
Switch, and nothing else changes
Pick another model for the next question. The brain, the files and the history stay as they are.
Every agent starts fully briefed
Whichever model answers, it starts from your firm brain: your playbooks, your rules, your style.

The tools are already there.

Your files

Where they already live.

Pleasefix works on your files where you already keep them.

  • SharePoint
  • OneDrive
  • Google Drive
  • Box
  • Dropbox

Your tools

Connected once, for every agent.

600+ tools to connect

Sign in to a tool once and every agent on the team can use it, on your own account. Missing one? Add your own, as a custom integration.

A few of them

Files and communication

  • Microsoft 365
  • Google Workspace
  • Slack
  • Granola

CRM

  • DealCloud
  • HubSpot
  • Affinity
  • Salesforce
  • Attio

Market data

  • S&P Capital IQ
  • FactSet
  • Bloomberg
  • AlphaSense

Private markets

  • Dealroom
  • Gain
  • PitchBook
  • Mergermarket

Data room

  • Datasite
  • Ansarada
  • Intralinks
  • iDeals

Secure by design.

Your data stays in your systems.

  • Runs on your team’s computers

  • Works on your firm’s AI plan

  • Files stay in your systems

  • SOC 2 Type II and GDPR compliant

    • SOC 2 Type II
    • GDPR
Read our Trust page

Start building your firm brain.

Request a demoSee pricing