Product
From data room
to deliverable
Workflow
W/001
Extract
Automatically transform messy target company data into structured data sets, regardless of format.
W/002
Analyze
Generate source-backed analyses from natural language diligence requests that return fully traceable outputs.
W/003
Trace
Every number and claim links back to its exact source page.
W/004
Present
Build slides and data outputs alongside an agent that understands deal and firm context to return institutional-quality deliverables.
Measurable performance that delivers
60%+less diligence
timeReduction in investment professional time spent on a deal’s business diligence work product.
<30’to first drafts
Time to first draft for slides and data cuts.
25%+fewer errors
Error reduction in side-by-side comparisons of Transacted vs. status quo deliverables.
Security & Governance
Transacted follows strict data protection protocols and maintains rigorous enterprise compliance and security standards.
Frequently Asked Questions
Transacted turns source files into structured outputs with traceability back to the underlying document, so teams can verify each value before it reaches a memo or model.
Most data rooms are ready to use within a few hours, though very large uploads can take longer to process.
Yes. Transacted uses encrypted storage and transport, strict access controls, and isolated deployment options so sensitive diligence data stays within firm-approved boundaries.
Yes. Analyses are based on free-form expressions, so you have full flexibility to manipulate data as desired. Similarly, agentic slide generation follows your personal guidance and examples, so you're not beholden to pre-packaged layouts that don't fit your firm's standard use cases.
Each analysis is provided with full precedent tracing functionality that links to a cell range in the source file, viewable directly on the platform as you work.
No. The product is designed to fit familiar diligence and deck-building workflows, so most users experience immediate speed and efficiency unlocks versus legacy solutions. All platform functionality is also controllable via natural language prompts.
Yes. It is built to handle large document sets, parallel diligence questions, and repeatable output generation across the multiple workstreams that show up in live transactions.
Why Transacted
Key benefits
Purpose-built for private equity workflows
A focus on large data rooms and messy sources delivers industry leading analytical quality. Paired with a product experience designed specifically for investors, Transacted is the best way to maximize deal team impact.
B/001
Excel-native AI
Diligence outputs are grounded in Excel and can be natively edited or dynamically linked into PowerPoint deliverables.
B/002
Without the black box
All analyses have precedent tracing functionality that show auditable formulas linked directly to cell ranges in the source. Every output can be easily reviewed on-platform without having to dig through the data room.
B/003
Built for high performance investment professionals
Discover how Transacted can improve outcomes in competitive processes.
