Workflows built for private capital teams
Domain-specific workflows designed for investment and portfolio analyses.
IC Materials Creation
Generate IC materials in minutes by pulling from your CRM, SharePoint, and market data automatically.
Enterprise Search
Search every document, email, and data source and instantly surface the market reports, prior deal work, and intelligence you need.
Sourcing & Add-On Search
Source and screen proprietary and add-on targets across your deal universe in seconds.
Trading Comps & Precedents
Build trading comps and precedent transaction analyses with live FactSet and PitchBook data.
Legal Document Review & Automation
Review and extract key terms from NDAs, SPAs, and covenant agreements in seconds, not hours.
Portfolio Tracking & Scheduled Workflows
Automate recurring workflows for quarterly portfolio reporting, market or company research, or any task your team needs running on a schedule.
more deals evaluated
shorter diligence cycles
saved per week
Custom, Domain-Specific, Intelligent Workflows
Automate investment tasks with workflows tailored to private capital — not generic AI. From one-pagers to IC memos, every workflow is designed for how PE teams actually work.
Domain-Specific Integrations
Seamlessly connect to FactSet, PitchBook, DealCloud, SharePoint, Outlook and more — pulling live data directly into your workflows.
Full Source Transparency
Every insight is linked back to the original file for auditability, compliance, and trust.
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