Active opportunities
Deal pipeline
| Company | Stage | Score | Key signal |
|---|
Deal Command Center
Pipeline overview
Move from sourcing signals to IC decisions with an evidence trail.
Review queue
Priority alerts
Agent router
Complexity escalation
Toggle task demands to see which intelligence tier receives the work.
Background Agent Scan
Automated diligence checklist — 5 vectors
Background agent has scanned all VDR folders against the institutional underwriting framework. Click any flag to jump to the Diligence Q&A workspace.
Investment Thesis Synthesis
Identified opportunity signals
Deal Workspace
Lifecycle status
Authoritative deal record
Screening output
Investment thesis
Evidence inventory
Deal room documents
Valuation evidence
Imported model ledger
AI-Powered Diligence
Deal room intelligence
Upload company documents, then ask nuanced diligence questions with cross-deal AI analysis.
Pillar 1 — Autonomous Intelligence
Auto-spread financials & cross-document discrepancy audit
Upload a CIM, 10-K, QoE, or Teaser — the pipeline auto-extracts 3–5 years of financials, parses footnotes for off-balance-sheet items, and cross-references figures across sources for discrepancies.
Company Data Room
Upload filings, memos & supporting documents
Upload CIMs, QoE reports, management presentations, credit agreements, or any text-based filing. The AI will read and index these documents to answer your diligence questions. Supported formats: PDF (text layer), TXT, Markdown.
Primary documents
CIMs, QoEs, credit agreements
Core diligence materials for this deal.
Supporting filings
Management plans, board packs, models
Supplementary context to enrich AI analysis.
Current context
Zero-hallucination policy active
AI outputs no answer if no exact documentary match exists in the indexed data room.The AI analyses all indexed documents for this deal and references insights from other memos & filings across the pipeline for a more nuanced answer.
Audited document scope
AI Diligence Analyst
Conversation
Finance Agent
LBO valuation lab
Run assumptions, inspect sensitivities, then complete a human numeric check.
Company workbook ingestion
Use your firm model format
Upload an `.xlsx` template first to map its labelled assumption cells, then upload a populated workbook to bring numbers into this deal record. CSV and TSV populated exports are also supported.
Step 1
Company template
Reads sheet names and locates labelled assumptions without changing deal values.
Step 2
Populated deal model
Extracts recognized assumptions, recalculates this case, and creates an audit record.
This browser MVP maps common labelled inputs such as Entry EBITDA, entry/exit multiple, leverage, EBITDA CAGR, holding period, and debt repayment. Complex proprietary formulas remain in your workbook and require human validation.
Pillar 3 — Capital Structure Optimization
Debt tranche sizing & covenant constraints
Enter tranche sizes and covenant limits. The engine auto-calculates the optimal capital stack to maximize equity IRR while preserving a safe covenant cushion.
Senior Secured TL ($m)
Revolving Credit Facility ($m)
Mezzanine / Junior ($m)
Max Debt / EBITDA Covenant (x)
Min Interest Coverage (x)
Blended Interest Rate (%)
Calculated output
Returns summary
Pillar 3 — AI Scenario Engine
Base / Downside / Upside — fully modelled scenarios
AI reads historical asset volatility, forward macro variables (rate curve, inflation, sector benchmarks) and auto-generates three fully-modelled cases. Update the base assumptions above to recalculate.
Downside testing
IRR sensitivity by EBITDA growth and exit multiple
Investment Committee
Memo builder and approval
A draft cannot be approved until valuation figures have been reviewed.
Generated draft
Live sync
⚠ Model assumptions updated — narrative figures have been refreshed to reflect the new IRR, MoIC, and leverage statistics.
Control gate
Review checklist
Portfolio Monitoring
Variance and alert console
Monthly KPIs surfaced against plan for early operating intervention.
Pillar 5 — Lifecycle Continuity
Underwriting plan baseline — ported from IC approval
Finalized valuation parameters, cost-saving targets, and revenue milestones were automatically ported at IC approval and set as the definitive underwriting plan.
Monitoring agent
Exceptions requiring attention — click any row to open root-cause diagnostic
Exit Planning
Exit readiness scorecards
Route-by-route readiness analysis against standard PE exit criteria, with portfolio company preparation tracking.
Route analysis
Exit path readiness by transaction type
Portfolio companies
Preparation status by holding
Governance and Traceability
Controls and audit trail
Critical outputs require evidence, numeric validation, and an accountable reviewer.
Enforced in this MVP
Release controls
ActiveEvidence-only Q&A
Unsupported questions return no answer rather than fabricated findings.
ActiveCitation display
Retrieved claims expose document and page references.
ActiveNumeric review gate
IC approval is disabled until returns are checked.
ActiveRole-based approval
Only an IC partner can approve a submitted memo.
IntegrationSupabase + SSO
Production persistence and identity are configured in deployment phase.
Immutable event pattern
Session audit events
| Time | Actor | Event | Deal |
|---|