Solutions
The decision engine for dealflows
Our decision engine transforms fragmented and repetitive deal screening into smarter and faster decisions.
Enhance your firm's deal pipelines from inbound through full valuation diligence and investment memo generation, reducing decision turnaround time from weeks to minutes.
Tailored to Your Strategy
Adapts to your firm's investment criteria, diligence process, and house workflows—automation that fits the way your team already works.
Full Visibility, Total Control
Analysts stay in the loop at every step. Risks are flagged, models stay editable, and data flows remain transparent.
Speed Without lift
Screen, value, and report in minutes—cutting 80% of manual effort without losing transparency, precision, or customisation.
Transform Your Workflow
How we streamline your financial processes
Deal Screening
Auto-ingest teaser content from inbox/CRM
Manual log and data aggregation from Email/CRM
Instant KPI extraction and scoring against firm criteria
Confidential information memorandum analysis
Automatic risk-flagging from deal content personalized to your investing strategy
Manually parse deal material to identify risks and red flags
Generate and modify shareable synthesized investment committee memos
Draft investment committee memos and deal notes
Financial Due Diligence
Instant financials parsing with analyst-in-the-loop verification
Parse, clean, and standardize deal financials
Auditable EBITDA reconciliation and adjustable recurring item classifications
Outsource quality of earnings analysis or manually classify recurring items & reconcile EBITDA
Automatically generate adjustable discounted cash flows, scenario testing, & sensitivity analysis models based on in-house models
Manual creation and data re-entry into custom discounted cash flow models
Instantly generate shareable quality of earnings reports and deal drafts
Manually compile diligence findings into reports, memos, and decks
Time Saved
16
minutes
146+
hours
Manual Process
Transform days of work into minutes with intelligent automation
Ready to transform your financial operations?
Join leading financial institutions in revolutionizing how they handle data and workflows.