Investment intelligence
for private equity.
One workflow engine for the whole fund. Deal teams ship cited IC memos in days. Operating partners turn CIMs into 100-day plans. LPs get evidence trails on every claim.
Two workflows. One engine.
Deal team and operating partner work runs on the same source map, claim engine, and reviewer loop — so diligence flows into the 100-day plan without re-keying.
Source map. Claim engine. Reviewer loop. Decision pack.
The same six-stage workflow underlies every PE deliverable — from IC memo to board pack.
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
Used by teams at
Built from hands-on use across investment firms, advisors, banks, and global enterprise teams.
PE leaders frequently ask
Bring us one target.
Or one portco.
We'll run the full workflow — sources, claims, reviewer loop, decision pack — and hand back the deliverable 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.