Illustrative product walkthrough with a sample deal — not a real client engagement or output.
Every live deal, its score, and its decision state in one view.
Filings, decks, and expert calls become one evidence layer — sourced figures carry the page and line they came from, and what could not be sourced is labelled rather than dropped. The analysis can be challenged, not just believed.
The figure in the memo came from the model, which came from the filing — one object, traceable to the line. “Where did this come from?” is one click.
Not a confident guess. A cited answer, scoped to exactly what you’re cleared to see. Query-level barrier enforcement is built and runs in shadow, so a firm can verify it against its own wall before switching it on.
Entry case, covenants, and value-creation plan carry into monitoring — so operating reality is checked against what IC actually approved, not a fresh spreadsheet.
Underwriting, monitoring, and the quarterly letter all derive from one ledger. They are derived from the same ledger rather than maintained as separate numbers.
Drop the data room. Filings, decks, expert calls — parsed into one evidence layer, with a coordinate on each fact we could source.
Screening score, diligence workstreams, LBO, comps — a diligence scan and a working model, each claim linked to its evidence or flagged needs verification.
Devil's Advocate re-reads the same evidence with skeptical priors, before IC does.
IC memo, editable Word, working Excel — exports carry their classification and their sources. Per-recipient redaction is built and runs in shadow, off by default until a firm turns it on.
One spine behind every artifact.
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