Reuben AI - Deal Capture for Investors
goreuben.com · Workflow & Planning
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Description
Capture deals, contacts and research from any page or email into your investment management pipeline. Reuben AI is the institutional operating system for private capital. The Chrome extension lets you add deals and contacts directly from any web page or email thread, without leaving your current workflow. One click captures company, website, sector, geography, stage, ticket and thesis fit into your Reuben AI workspace. The extension also surfaces context about the deal, contact and related stakeholders in a rail alongside the page you are viewing, and lets you draft new deals, save notes and search your pipeline from the toolbar or the Chrome address bar. What you can do Add a deal from any page or email thread in one click. Pre-fills company, website, sector, geography, stage, ticket and thesis fit. Save a contact from any profile in one click, with role, seniority, firm and relationship signals mapped to the correct organization. Send a page or email thread to Reuben to seed a draft deal inside the extension, with the source document attached. Save notes to a deal directly from the rail, without context switching. View a suggested reply drafted from the deal file so responses stay on-thesis. Surface family matches for member-network operators, showing child organizations whose mandate matches the deal industry. Expand the brief to pull verified metrics, holdings and prior interactions into the rail. How signals are handled Every rail block is tagged as verified, proxy signal or insufficient evidence. Nothing is fabricated. The extension reads your existing Reuben AI web session. There is no separate login, no new OAuth client and no tokens stored on our servers. Environment is fixed to your production workspace at invest.goreuben.com. Internal engineering staff can switch to lower environments. Who it is for Venture, private equity and family-office investment teams that already use Reuben AI. Multi-family operators running a member network who want to route deals to matching child families in one click. What is new in 1.2.1 Store listing and description refined to focus on core deal and contact capture. Family match block in the rail for member-network operators. Draft autosave and richer LinkedIn hydration. Send to Reuben opens a draft inside the extension instead of leaving the page. A Reuben AI account is required. Sign in once at invest.goreuben.com and the extension picks up your session. Website: https://invest.goreuben.com Privacy policy: https://invest.goreuben.com/privacy Terms: https://invest.goreuben.com/terms Cookie policy: https://invest.goreuben.com/cookies Support: hello@goreuben.com