How accurate is the data extraction?
Our system uses deterministic AI that maintains complete traceability to source documents. Every data point can be instantly verified against its original source.
[01] PLATFORM // EXECUTION + SPEED
Move faster with the diligence platform built for buyout.
Compress timelines, unlock capacity, and bring clarity to your investment process.
DILIGENCE WORKFLOWS
Execute with speed and precision—all on one platform.
Extract
Rules‑based AI turns data rooms into clean, structured, and queryable data sets
- Upload an entire VDR, ad-hoc analyses, QoE, or banker data pack and transform unstructured files into clean data sets
- Avoid time spent reformatting messy target company financials or compiling different accounting system and ERP exports
- Get a clear picture of data availability to inform request lists and dig in with natural language prompts to ask one-off questions
Analyze
Deterministic analytics with precedent tracing down to the source cell
- Generate diligence analyses with the confidence of deterministic formulas and the automation of agentic AI
- Quickly audit with precedent tracing directly to source cell ranges in the underlying worksheet (without leaving the platform)
- Use natural language prompts or write Excel-style formulas - full flexibility to cut the data any way you want
Present
Generate materials for investment committee, diligence decks, board updates, or your own back pocket
- Output your analyses straight to the slide, automatically formatted with your firm's style presets
- Iterate with an agent that has full context on your deal and the power to build your deck alongside you
- Let the agent take first pass on comments to help you avoid time spent on formatting nits and commentary re-writes
Export
Native PowerPoint and Excel outputs to slot into existing workflows
- Your formatting and styling placed directly onto your slide master for continued iteration off-platform
- Export a complete deck for investment committee, or pull clean Excel data cuts in to drop into your model
ENTERPRISE SECURITY
Built on zero‑trust principles with enterprise identity and least privilege.
Talk to us →// SECURE
Your data is never used to train our models.
// ENCRYPTED
AES‑256 at rest and TLS 1.2+ in transit.
// ISOLATED
Dedicated, single‑tenant deployments per firm.
PRICING
The right model for your firm
Choose a standard seat to get started immediately or scale with enterprise controls
PUBLIC BETA
- We've opened our public beta and limited seat capacity is available on a first-come basis
- Capabilities, limits, and pricing may evolve prior to general availability
- During this period, all users will receive priority personalized support, including any bespoke product enhancements required for successful deal execution (e.g. formatting needs, industry-specific data analysis requirements, or similar gating issues)
Professional
$389/ month
- Up to 10 deals per month
- Unlimited analysis execution
- Extended limits on agent queries and slide generation
- Customizable templates and style presets
Enterprise
Custom
- everything in Professional, plus:
- Integrate with Okta or any OIDC SSO provider
- Single‑tenant deployment
- Dedicated support and account management
FAQ
Answers to common questions.
How long does implementation take?
You can get started immediately. Large data rooms can take a few hours to process, but you don't need to wait to set your style presets or start working on a deck.
Is our data secure?
Yes. Data security is our highest priority: tenant-isolated workspaces, ephemeral processing (no background indexing), and a comprehensive audit trail of who accessed what and when. We offer dedicated VPC deployment and private networking, plus regional deployment options (such as U.S. or EU) to satisfy data-residency needs. A concise vendor-diligence pack (DPA, architecture and threat model) is available on request.
How customizable are the analyses?
Completely. Adapt the platform to your firm's exact templates, styling, and analytical preferences. You maintain full control over methodology and presentation.