Secure
Your deal data never trains our models or any third-party foundation model.
[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
Dramatically reduce diligence timelines by transforming data rooms into clean, structured data sets. Avoid scrubbing messy target company financials or compiling data from multiple sources.
Analyze
Instantly generate diligence analyses with natural language prompting that produces final outputs on demand. Stay confident with auditable formulas and precedent tracing to the source files.
Present
Accelerate deliverables creation with generative presentation capabilities. Build alongside an agent that uses your firm's formatting and has full context on your deal.
Export
Slot into existing workflows with native PowerPoint and Excel outputs. Export a complete deck for investment committee, create ad-hoc slides to drop into an existing deck, or pull clean Excel data cuts to support your modeling.
Security
Enterprise security.
Encrypted
Data is encrypted with AES-256 at rest and TLS 1.2+ in transit.
Controlled
SSO (SAML/OIDC), enforced MFA, SCIM provisioning, and fine-grained RBAC to maintain least-privilege access with fully auditable logging.
Isolated
Single-tenant deployments available upon request.
FAQ
Frequently asked questions.
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.
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.
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
Get started immediately
Power your firm with tooling for high performance investment professionals.