Investing in a company. Acquiring one. Breaking into a new market. Commercializing what you’ve built. Whatever the move, Moneta puts everything that matters – verified, and in one place – in front of you before you commit.
Senior-analyst depth in days, not weeks. Every claim cited to its source. If the intelligence exists, we surface it.
“They delivered in 24 hours what took us 45 days to assemble ourselves, and surfaced more than we could.”
Moneta Intelligence is an engineered alternative to manual analysis. We turn the scattered and the unfound into finished, auditable, partner-ready intelligence – so the call you make on a company, a market, or the value you already hold is one you can stand behind.
Co-founder & CEO
30 years in healthcare strategy, M&A, venture investment, and post-merger integration. Former managing partner of a healthcare-focused venture fund. Board-level leadership across nine ventures, three successful exits. Masters from NYU Law in Health Law and Strategy.
Co-founder, President & Chief Product Officer
Built the Moneta intelligence engine end to end – from multi-source data gathering and data room ingestion through structured analysis, independent valuation, and report generation. Background in AI engineering, financial economics, and B2B sales. BSc Financial Economics, University of Leicester.
Moneta is not a deck shop, and not software you log in to. It is an engineered intelligence system with senior judgment in the loop – the reason the same standard holds whether you’re weighing a single company or an entire market.
Invest, acquire, expand, or commercialize – it all runs on one engine. So the intelligence holds to the same standard every time, and the answer you get is comparable from one decision to the next.
Every claim traces back to a specific source. Every gap in the picture is flagged, with the exact question to ask next. You can hand it to your committee, your board, or your counterparty and have it hold up.
Teams have tried to get this out of an off-the-shelf model and come up short. If a fact exists – in a data room, the documents you’re handed, a filing, a court record, or the far corners of the web – it gets found, verified, and put in context. Judgment sits in the loop, not a black box.
Work that takes a seasoned team weeks to assemble arrives in days – the same depth, a fraction of the time, so the decision happens while it still matters.
Wherever real money is on the line, the question is the same: do you know enough to be sure? Moneta answers it – for the deal you’re making, the market you’re entering, or the value you already hold.
Weeks of diligence → conviction in days
See every deal in full – the founder’s real track record, the market, the risks other investors walk past – so the bets you make are bets you can defend. Whether you hand us a complete data room or barely a pitch deck, it comes back with intelligence you didn’t know existed. The groundwork that took your team weeks, in front of your committee in days.
A price you hope is right → a price you can prove
Before you sign, you see what the seller won’t volunteer: the soft add-backs inflating the earnings, the quality-of-earnings gaps, the liens, the open litigation, the owner’s history. Every valuation is anchored to real, comparable deals – so you walk into the negotiation confident in what the business is worth, why, and where it can be taken next.
A scattered market → a ranked, ready-to-work list
We map the whole market, then hand your team a prioritized list of the accounts actually worth pursuing – each one already researched, qualified, and contact-ready. Your people stop assembling spreadsheets and start opening conversations, walking in already knowing the business in front of them. A sharper pipeline, and more new business out of it.
Dormant IP → a valued, actionable roadmap
Decades of patents and research, finally made legible: what’s genuinely commercializable, what each asset is worth against real comparable deals, and a realistic path to license, spin out, or partner. The value you’re already sitting on – surfaced, ranked, and ready to act on, with the agency kept in-house.
Whether you’re backing a company, acquiring one, or banking it, decide with conviction and a defensible view of value.
Your whole market mapped, qualified, and ranked, plus the same standard of intelligence on every target you evaluate.
Defensible, fully auditable analysis for mandate-bound and accountable capital.
Turn a portfolio of patents and research into a valued, actionable commercialization roadmap.
“Of the MBA people I’ve asked, yours within seconds was far better than what they were doing.”
“Findings that took an experienced PE team forty-five days to surface, produced in seventy-two hours. The independent valuation matched the negotiated deal price.”
Book a 30-minute introductory consultation to talk through the decision in front of you – the company you’re weighing, the market you’re entering, or the value you already hold – and where intelligence would move the needle.