Run diligence in days,
not weeks.
Source-map the data room, claim-engine the thesis, reviewer-loop with the partner, ship an IC memo where every line is cited. Built for PE deal teams who don't want to choose between speed and rigor.
From data room to IC decision pack
Every thesis claim cited. Every reviewer action audit-trailed. From initial screen through IC.
Source map
Ingest trusted sources
Claim engine
Map claims to evidence
Workflow engine
Apply your methodology
Draft artifact
Generate cited output
Reviewer loop
Human validates
Decision pack
Export memo · brief · board pack
EBITDA expansion of 18% through year 3 is achievable via pricing, mix shift, and procurement levers.
Conf · high- Data room — pricing model[v2.1]“Pricing actions tested across 4 SKU classes; gross-to-net intact.”
- Operator transcript[Q3]“Procurement consolidation runs through FY26.”
IC memo · Platform NewCo
Exportable · Cited · Audit-trailed
- Thesis & value driverscomplete
- Diligence findingscomplete
- Red flags & mitigantsin-review
- 100-day planpending
Every deliverable the deal team ships
Used by teams at
Built from hands-on use across investment firms, advisors, banks, and global enterprise teams.
What deal teams ask
Bring us one target.
Get back a cited memo draft.
We'll run the full workflow on a live deal — sources, claims, reviewer loop, decision pack — and hand it back within 48 hours.
How the workflow runs
Six terms you'll see across the product. Each maps to a concrete artifact, not a marketing concept.
Source map
Every trusted input — filings, broker research, internal models, regulatory data — registered and verified before it can be cited.
Claim engine
Maps each assertion in a draft to the evidence span it came from. Unsupported claims surface before review.
Workflow engine
Your methodology — IC framework, scoring rubric, red-flag library — running as a repeatable workflow, not a prompt.
Reviewer loop
Analyst review at the claim level. Approve, flag, or rewrite — every action recorded against the evidence.
Decision pack
The output: memo, brief, or board pack — every paragraph traceable to its source.
Audit trail
Every source ingestion, claim mapping, reviewer action, and export — captured and exportable with the artifact.
Start small
Most teams begin with one workflow, one source set, and one output.