Built on the record, not just the data room
- PACER
- SEC EDGAR
- USPTO
- EUIPO
- OFAC
- Dun & Bradstreet
- State registries
- UCC filings
- Companies House
- Census & market data
- Adverse media
- + your portfolio systems
One intelligence graph. Before the room, and after the close.
Three products, one record. Every answer carries its source.
Kill, park or advance in minutes.
A cited pre-diligence brief on any target: risk index, opportunity index, and the findings behind each score.
Diligence that doesn't expire at close.
A live risk index on every portfolio company. Alerts ranked by probability, surfaced before the board pack.
Walk into the first meeting already fluent.
Market, competitive landscape, growth vectors and roll-up angles — the context that tells you how to engage.
Every finding in a Rubicon brief can be traced back to a record.
Nothing is inferred that can't be shown.
Resolve
Match the target to the right legal entity — not a namesake — on EIN, registered agent, officers and addresses.
Collect
Pull the external record across courts, registries, IP, credit, sanctions and media, plus connected portfolio systems.
Cross-link
Connect subsidiaries, UBOs, suppliers and resellers into one graph, so linked risk two steps out surfaces.
Score
Weight findings across five risk dimensions and four opportunity dimensions into indices you can compare across a pipeline.
Cite
Attach the filing, registration, dataset or list behind every line. Defensible to an IC, a client, or counsel.
A system of record for what the seller didn't send.
Entity-resolved, cross-linked, always current.
Every record we pull, from every source that matters for the deal, resolved to the right legal entity and linked through owners, subsidiaries and counterparties — so the risk two steps out is on the page.
- Namesakes excluded on structured identifiers, not string matching
- Beneficial owners and counterparties screened, not just the target
- Re-run any time; the record moves and the brief moves with it
Ask the graph a question. Get the record back.
Plain-language questions, portfolio-wide or on one target. Answers come with the filings behind them.
- "Does the CIM's market-share claim hold up against the public record?"
- "Show every counterparty of Meridian that appears on a watchlist."
- "Size the addressable market for Meridian's two core lanes."
Market share — federal carrier filings put Meridian nearer 18% by fleet size, third in the region. 1
Market size — the regional market is about $4.2B and growing ~12% a year, so the growth story holds. 2
The watch continues after the wire.
Investment Monitor keeps every portfolio company under the same external record and ranks what's changing by probability.
- Live risk index per company, from financials and the record
- Early-warning alerts with the filing attached, not a headline
- Board-pack ready: export the delta since last cycle
Built for firms that answer to an LP base.
Deal-level permissions, a full audit trail, and briefs that export to counsel or an IC with the sources intact.
- Deal-level access control; screens visible only to the team that ran them
- Every query and export logged; SOC 2 Type II in progress
- Public-record sources only; no scraping of private or gated data
Everything they'll find. Before they find it.
Investors will run the external record on your company. Run it first — fix what's fixable, and have an answer ready for the rest.
- A cited readiness score across the five places a round quietly dies
- Every item sorted: fix, explain, or clear
- A one-hour working session with the Rubicon team to plan the fixes
- Self-serve: account, intake, and the screen runs the same day
Built for the firms driving a record M&A market.
Different seat, different question. Same record.
By Workflow
- Investment ReadinessFounders see their public record before investors do.
- ResearchMarket, competitors and go-to-market before the first meeting.
- Screening & Pre-DiligenceKill, park or advance a target, with every finding cited.
- DiligenceCheck the seller's claims against the external record.
- MonitoringKeep watching every company after close.
By Role
- Deal teamsWalk into management meetings already fluent.
- Operating partnersEarly warning before it reaches a board pack.
- M&A counselA cited record to open the legal workstream.
- Founders & CEOsGet diligence ready before the first meeting.
By Area
- Private equityScreen more targets with the same team.
- Venture capitalDiligence at the speed of a competitive round.
- Investment bankingPitch with a point of view the other side lacks.
- Family officesBig-firm diligence without the big-firm team.
- Independent sponsorsInstitutional screening for every deal.
- Corporate developmentCheck strategic targets before the board hears the name.
- ESOsEntrepreneurial Support Organizations: help the founders in your programs get diligence ready.
Room-agnostic. Always cited.
Room-agnostic
Rubicon never enters the seller's data room. It works from the outside in, on whatever room — or no room — the deal has.
Entity-resolved
The right company, not a namesake. Resolved on structured identifiers and linked through owners, subsidiaries and counterparties.
Always cited
Every finding carries its source record. Defensible to an investment committee, a client, or counsel — because it's a filing, not a claim.
Before and after
Screen before the room opens; keep watching after the close. Diligence that doesn't expire at the wire.
Risk and opportunity
The same intelligence is an edge, not just a safeguard. Market, competitive and roll-up angles sit beside the flags.
Augment, don't replace
Rubicon does the first-pass screen. The deal team keeps the judgment and the sign-off. That's the point.
See your own target screened.
Bring a real name. We'll screen it live, every finding cited. You'll know inside an hour.