The Agentic Coverage Engine
for Software M&A.
Thematic is an AI-powered system that captures, categorizes, and connects software transactions and market intelligence daily. A compounding relational graph built for deal teams to track momentum across subsectors, investors, and advisors, keeping you plugged into the markets you cover.
The Agentic Engine
Thematic agents capture software deal activity every day, and the information behind it. They extract software transactions daily, read the primary source logic, and strictly map each one to our taxonomy of 32 sectors and 180+ subsectors.
The Connected Graph
The agents don't just log a deal; they build the ecosystem. Every transaction is aggressively vetted to connect the underlying dots: the target's precise function, the active deal team, the funding history, and the buy-side/sell-side advisors.
Compounding Insights
Because the engine aggregates new market data every 24 hours, the platform generates real-time momentum insights that static databases miss. You can view subsector momentum and the most active advisors and investors in your exact space.
The Daily Register
The output of this nightly agentic sweep lands directly in your inbox every weekday morning: a highly curated register of the last 24 hours of platform buyouts, add-ons, growth rounds and select VC-backed companies to watch.
One deal, and every firm, bank and subsector it touches. The agents don't just log a deal; they build the ecosystem, connecting the underlying dots between the target, its buyer and sponsor, and the buy-side/sell-side advisors.
Because the engine aggregates new market data every 24 hours, you can see where deal activity is concentrating by sector and track momentum down to the subsector. Each sector's pace this month is set against the same days of last month: real-time momentum insights that static databases miss.
Ask a question in Slack, get the register's answer. The deals our AI agents capture, categorize and connect each night are one @Thematic mention away, so deal teams stay plugged into the markets they cover.
@Thematic what cybersecurity deals have been done recently?
The connected graph of the software market. Deals, firms, investors, bankers and sectors are all linked and tracked over time, so you can follow any thread from one deal to everyone around it.
Our agents sweep the market overnight, read each deal at its source, map it to its sector and subsector, and connect it to its buyers, sponsors and advisors. The results land in your inbox every weekday morning, organized by sector.
Ask @Thematic in any channel: who advised on a deal, which banks are active in a sector, what a firm has bought. It searches the register and answers with the deals behind it. The morning post lands there too.
An agent that keeps you current on the deals, banks, conferences, news and reports in your sectors, with the moves worth making. We map your firm's profile from its history, investment preferences and active themes.
Query the register from Claude, ChatGPT and other AI assistants over MCP.
Send any deal to the records of the companies involved, with everything around it: the bankers on each side, valuation where disclosed, the key deal-team members and every connected data point, not just the deal itself.