MENU
01About UsAbout the company02StoryIndustry stories03PackagePackage builder04InsightBlog · news05ProductProducts
CONTACT
contact@treasurer.co.kr
CONTACT　/　Sales + partnerships

Want to solve a financial problem
with Treasurer AI?

ESTIMATE　/　Project estimate

Request a project estimate

Story/Private Markets
PRIVATE MARKETS AX

The AI Investment Packagefor private markets

From company analysis to investment committee reporting — every private markets workflow, connected in one AX Package.

01
AGENTS
Agents built
02
MODULES
Modules composed
03
PACKAGE
Package complete
AGENT · A1
Company Intel
AGENT · A2
News Analysis
AGENT · A3
Financials
AGENT · A4
Competitor Scan
AGENTS
MODULE · M1
Research Module
Company intel
News analysis
Competitor scan
3 AGENTS
MODULE · M2
Valuation Module
Financial analysis
Valuation
1 AGENTS
MODULE · M3
Investment Memo Module
Document summary
Automated memo
2 AGENTS
PACKAGE
READY
Investment Research
Research Module
3 agents
Valuation Module
1 agents
Investment Memo Module
2 agents
3 MODULES6 AGENTS
Groups into
Assembles
EXAMPLE

AI Investment Research Package

An AX Package that automates everything from private company analysis to investment memo generation

Deal Sourcing3 companies
FILTER
Sector
Robotics
Stage
Series B
Revenue
₩10B+
Growth
+30% or more
Raised
₩10B+
Region
All
ABC RoboticsAI Match 92%
Series B · Robotics
Revenue growth
+42%
Last round
₩12B
Nexa MobilityAI Match 84%
Series B · Robotics
Revenue growth
+35%
Last round
₩10B
Orbit AutomationAI Match 79%
Series B · Robotics
Revenue growth
+31%
Last round
₩15B

Surface private companies that match your investment criteria.

Screen candidates by sector, growth rate, stage and any other criteria you set.

HOW WE BUILD IT

We build the data first, not the tool.

Most solutions put a screen on top of someone else’s data and models. We own the data layer ourselves and build tools for your firm on top of it.

0.1 · DATA LAYER · OWNED OUTRIGHT

We do not borrow data — we own it

Corporate registries, audit reports, funding histories and news, collected and refined from the source into a single layer we own. Scattered private-company data brought together in one place, with every analysis tool running on top of it.

0.2 · ONTOLOGY · STRUCTURE

Unstructured data into a digital twin of private markets.

Companies, shareholders, investors, rounds and people tied together in a private-markets ontology — an asset that deepens as it accumulates.

PR · #284ready
▸apps/
▸pms/
·rebalance.pyM
·policy_gate.pyM
▸tests/
·test_gate.pyM
▸lineage/
·writer.py
+146 / −38 · 4 files
harden policy gate · raise cosign pathsha 6c91…ab
12@@ apps/pms/policy_gate.py @@
13 def evaluate(plan, ctx):
14- if plan.notional > 5_000_000:
15- raise PolicyBlock()
16+ if plan.notional > ctx.limits.notional:
17+ return Gate.require_cosign(plan)
18 return Gate.ok()
ci · passcoverage · 94%risk · low
Reviewers · your side first
Y
yujin · quant
owner
✓
M
minho · pm
code
✓
T
treasurer / ax
pair
✓
Squash & merge · your hand on the trigger
0.3 · REUSE · 10× FASTER

Once the first AX lands, everything after is 10× faster

We do not rebuild deal sourcing, company analysis, due diligence and investment memo workflows from scratch each time. Modules and ontology built once get reused, so new tools ship 10× faster than conventional development.

0.4 · SECURITY · COMPLIANCE

We meet your security and compliance standards as written

Private VPC, isolated deployment and network separation put it safely inside your internal network. Software standards through to data-privacy requirements — every internal compliance and security bar at your firm met.

MORE PRIVATE MARKET PACKAGES

Within private markets, even these workflows

Design the package that fits your firm,
together with Treasurer.

Through a free PoC or a project quote, we propose the AX direction that suits your organization.