Workflows built
for investment teams
Practical workflows designed for due diligence and portfolio analysis.
One-Pager Creation
Trading Comps & Precendents
Add-On Search
NDA/Spa Review Automation
Portfolio Deck Review & Performance Tracking
Financial Model Analysis & Sensitivity in Excel
Custom, Domain-Specific, Agentic Workflows
Automate investment tasks with workflows tailored to private capital — not generic AI.
Domain-Specific Integrations
Seamlessly connect to your deal stack — from FactSet and PitchBook to SharePoint and CRM.
Full Source Transparency
Every insight is linked back to the original file for auditability, compliance, and trust.
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