Run buy-side due diligence in hours, not weeks
Upload a CIM or a data-room document and let purpose-built agents surface red flags, build the diligence request list, and draft the IC memo — so your team spends its time on judgment, not first-pass reading.
Modules
Deal Pipeline CRM
Kanban pipeline across sourced, screening, LOI, diligence, closing, and closed.
Investor CRM
Track co-investors and capital sources by check size and stage.
Lender CRM
Track lender relationships, pricing, and leverage across financing sources.
Capital Stack Planner
Model sources & uses across debt and equity tranches.
Diligence Workspace
Organize findings and open items by workstream, per deal.
Waterfall Calculator
Model distribution waterfalls across preferred return and promote tiers.
AI Agents
CIM Analyzer
Paste or upload a CIM/teaser for a critical buy-side first read.
Diligence Agent
Paste a data-room document to surface red flags and build a categorized request list.
Covenant Analysis
Paste credit agreement terms to extract covenants, restrictions, and triggers.
IC Memo Builder
Draft an investment committee memo from deal facts.
Tear Sheet Generator
Draft a concise one-page deal tear sheet from deal facts.
DDQ Completion
Draft answers to a due diligence questionnaire from deal context + questions.
Lender Package Agent
Draft a lender-facing summary of the proposed financing from deal facts.
Investor Update Agent
Draft a periodic investor update from pipeline facts.
LP Reporting Generator
Draft a quarterly LP report from fund/holdings facts.