Charli AI, a leader in AI-based market intelligence, announced that the company agreed to acquire Sums Capital, an early-stage investment platform specializing in streamlining investor transparency, reporting, and portfolio management for private companies. This strategic deal enhances Charli AI’s ability to deliver advanced, AI-powered financial insights, streamlining capital flow and decision-making across private and public markets.
This deal marks a transformative milestone as it brings a large network of private investors and integrates its advanced investor reporting platform with Charli AI’s autonomous and AI-based financial analysis.
This strategic partnership will transform how startups, investors, and financial institutions approach investment intelligence, portfolio oversight, and capital engagement. Moving forward, Charli AI will operate under its new name, Charli Capital, the market intelligence platform setting the standard for industry-wide analysis across both public and private companies.
Some of the key benefits of the acquisition:
1.) Connects private companies seeking capital with investors looking for a pre-qualified deal flow, facilitated by dealers/brokers and powered by Private and Public market insights.
2.) The integration enhances startup access to capital and delivers streamlined investor reporting, valuations, and portfolio transparency.
3.) Charli AI’s purpose-built platform strengthens Sums Capital’s offerings with pre-analyzed and instantly available investment scorecards.
4.) Utilize Sums Capital’s deep ties to early-stage investors fast-track Charli AI’s expansion, positioning it as a leader in AI-powered investment intelligence.
With this deal, Charli Capital provides a first of its kind dual-sided network, scaled by Charli’s multidimensional intelligence. And Charli Capital is shaping the future of investment by enabling investors to discover hidden investment opportunities, access high-quality deal flow, and opens the gates for a new era of private investing.
KEY QUOTES:
“The acquisition of Sums Capital marks a transformative step in redefining financial intelligence. By combining Charli AI’s advanced intelligence with Sums Capital’s private investment expertise and investor network, we’re delivering the first end-to-end solution that brings transparency, automation, and actionable insights to a market where investors have long lacked visibility—especially to private company in depth analysis. This democratizes access to investments in the 99% of companies that are private. “
– Kevin Collins, CEO of Charli AI
