Your firm's relationship memory.
Ready for the next decision.
Solena connects your relationship and deal history, keeps it current from approved communications, and helps your team find answers with supporting evidence.
Built for partners and deal teams, starting with private equity. An annual subscription, hosted and operated by Soligence.
Less reconstruction. More informed conversations.
Connect the history
Bring people, firms, deals, and interactions together from existing records and approved communications.
Keep the memory current
Capture relevant email and meeting activity on an agreed schedule, reducing routine updates your team does by hand.
Ask, then inspect
Ask through a connected AI assistant such as Claude. Review the history behind an answer before deciding what to do.
From a question to the context behind it.
Open an example to see the kind of answer Solena helps your team assemble. These are illustrative scenarios with fictional firms, not client results.
Who might fit this industrials deal, and why?
Lakebend Capital is worth reviewing. Its recorded preferences include industrials, and its history includes a similar investment. Forgewood Partners previously passed on a smaller business; check this deal against its size requirements.
Supporting evidence: Investment preferences, prior deal records, and investor correspondence.
Your next step: Review the fit and confirm current appetite before outreach.
What should I know before meeting this investor?
Westhaven Equity last asked for more detail on customer concentration. The meeting notes record a promised follow-up. No later response appears in the connected records.
Supporting evidence: The latest meeting notes, linked emails, and deal history.
Your next step: Check whether the follow-up happened elsewhere and prepare the missing information.
Why did this investor pass on the previous deal?
Forgewood Partners cited the company's size. Its email described the business as below its preferred range. That is a recorded reason to revisit fit, not proof it will invest in the next deal.
Supporting evidence: The investor's pass email and the linked deal record.
Your next step: Compare the new opportunity with that history and confirm today's criteria.
A closer look at Solena.
Explore the product vision and selected private equity examples. A demo with our team can map the current offering to your needs.
Private capital use cases
Relationship and deal intelligence for investment teams.
Watch use cases on YouTube →Start with useful knowledge. Add workflows as needed.
Solena connects the firm's knowledge in a shared foundation that each module can use. Private equity is the first industry; further modules are developed with customers as their needs emerge.
Customer & Deal Intelligence
Relationship history, investor fit, and deal briefs. Running at a PE firm that replaced its prior CRM with Solena.
Read the client case study →Deal Execution
Data room review, source-linked red flags, and draft investment committee memos. Planned for teams managing diligence and deal preparation.
PortCo Health
Review board packs and reporting for changes in performance, covenant headroom, and customer concentration. Planned for portfolio oversight.
Solena can complement existing systems or replace suitable CRM workflows. We scope the sources, integrations, and economics with you. Work needed ahead of a planned module is scoped separately.
Is Solena right for your firm?
Bring a question your team struggles to answer.
Tell us about your firm, the systems you use, and the history your team needs at hand. We will show you the current product and discuss the right fit. For custom software, explore AI Factory, the senior engineering team and agent workflows behind every custom system we ship.