Purpose-built AI agents for private equity. From sourcing to close — automate the work that bankers, analysts, and associates do every day.
Financial Extractor
Auto-parses CIMs & balance sheets in seconds
Deal Chat AI
Ask anything — instant answers from your data
Memo Builder
Drafts IC memos in minutes, not weeks
Quality of Earnings
Detects red flags, validates EBITDA quality
Portfolio Monitor
24/7 signal scanning across holdings
Meeting Prep
Briefs auto-generated before every call
3-layer
Financial extraction
13
Analysis modules
Per-deal
Access control
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