First-pass deal review
Drop in the teaser, CIM and model. The fund's mandate and screening criteria are applied, key numbers are traced to source, gaps and conflicts are named, and the diligence questions are ready before the partner starts reading.
What we build
Workflows for investment and deal teams
Each workflow below is built around your criteria, sources and review standards.
AgentOne job, owned end to end.SystemSeveral steps, sources or teams working together.
3 workflows
Private equity
Reconciliation exception review
Differences are classified, and each one that can't be explained is shown with the reason it's still open.
Thesis stress test
For each driver of the investment case, the strongest evidence-backed challenge, and what changes in the case if the driver doesn't hold.
5 workflows
M&A and corporate development
Acquisition screening
Which criteria can be evaluated now and which can't yet, with the evidence for each finding.
Comparable-company research
Less obvious comparables, why each one is relevant, and the evidence behind it.
Cross-workstream diligence
Planned actions connected to the provisions they touch, with conflicts and review questions across workstreams.
Acquisition workflow
Your acquisition criteria carried from teaser and CIM through diligence, committee and post-close planning.
Sell-side diligence preparation
Inconsistencies, unsupported claims and missing evidence found and sourced before buyers see the data room.
4 workflows
Family offices and allocators
Manager diligence
DDQ answers checked against fund documents and the track record, with gaps and follow-up questions.
Fund terms review
Every answer tied to the PPM or LPA passage behind it. When the documents don't answer the question, it is marked open.
IC memo review
Omitted findings, dropped qualifications and the exact source passages, before the memo reaches committee.
Performance reporting
Recurring reporting across managers and holdings, every number linked to its source.
3 workflows
Portfolio and finance operations
Portfolio company reporting
Business plans, cash flows and KPIs from each company, normalized so they compare on the same basis.
Discrepancy investigation
When sales, receipts and the books don't match, it finds where the difference started and prepares the explanation with the evidence and a proposed correction.
Payment controls
Before a batch is released, invoice, vendor, amount, duplicates and approvals are checked. Anything outside the rules is held for review, with the reason.
Delivered
Private investors
Investment research and monitoring
Your methodology run across your universe every morning: screening, new signals and portfolio reviews, with anything that can't be verified held out. Delivered for a proprietary investment methodology across about 300 securities, with daily research reduced from up to 4 hours to under 2 minutes. See the case →
Have a workflow that isn't on this list?
Send us one task your team repeats. We reply in writing with how we would build it, what it needs and what it would cost.