Deal diligence and portfolio review, one AI, for investment firms.
Keep the seats. We build what's missing around them.
A fund reads the same kind of material on both sides of its business: deal documents during diligence, and a portfolio company's own records once the deal is done. Different stage, same reading problem: volume that has to be checked against the fund's own checklist before anyone can act on it.
AI belongs in that reading, tuned to the fund's own diligence checklist and reporting format, so the deal team and the portfolio team work from the same review standard whichever stage they're in.
It doesn't belong in the investment decision itself, or the judgment on how a portfolio company's management is performing. Those calls stay with the people who carry them.
From reading load to running software.
Scope the reading load
Scope which stage, deal diligence or portfolio monitoring, carries the most reading load today.
Tune the review tool
A review tool tuned to the fund's own diligence checklist and reporting format.
Run it on every deal
Production software the deal and portfolio teams use on every transaction, not a pilot that stops after one deal.
Which carries more load today, deal diligence or portfolio monitoring?
Tell us and we'll start there.