Three pillars that compound together: find the right deals, reach the right companies, and produce IC-ready work faster.
Agentic investment research across multi-document data rooms with sentence-level attribution
Cross-document reasoning with citations back to exact pages and sentences.
Encode your underwriting framework into reusable outputs for consistency.
Validate assumptions, surface risks, and quickly uncover insights.
Build short-form, annual, or quarterly LBO models inside any deal project. Download to Excel for a natural workflow integration.
Assign tasks, attach notes with documents or screenshots, and invite team members to any deal project — with shared access to research, models, notes, and tasks.
Transaction database from investment banks and brokers - centralized, searchable, and mapped to your investment mandate
Aggregate live mandates across intermediaries; no more manual site checks or ad-hoc reminders.
Screen by thesis fit (industry, size, geography, and more).
Get instant notifications when new deals match your mandate.
See which sectors, banks and brokers are driving your pipeline over time.
Email campaign automation tailored for private equity - reach the right companies, at the right time, with the right cadence
Build audience lists by industry focus, prior engagement, and thesis relevance to improve outcomes.
Plan multi-touch outreach cadence (beyond quarterly pings and ad hoc reminders) and coordinate BD + partner outreach.
Weekly summary of engagement metrics across outreach campaigns.
Track opens, clicks, replies, and deals-influenced - by contact type and campaign.
Research. Sourcing. Outreach.