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Solutions · Financial services
Strengthen the link between your firm and its investments.
We build custom agents and apps on your firm’s own deals, documents and relationships, configured to how you actually work.
Your whole deal history,
on every new deal.
Diligence, deal memory, CRM and portfolio monitoring on one source of truth, so every deal you have done informs the next one.
For deal partners, associates and the investment committee.
Your whole portfolio,
on every new round.
Sourcing, diligence, portfolio support and fund memory on one source of truth, so every founder you have ever met stays one question away.
For general partners, principals and platform teams.
Institutional knowledge,
captured deal by deal.
Every deal, contact and organization in one clean store, so the next book drafts itself from documents you already have.
For managing directors, VPs and analysts.
Every target you have screened,
on the next one.
Sourcing, diligence, team coordination and integration on one source of truth, from first look to synergy capture.
For heads of corp dev, M&A leads and integration teams.
01 · The problem
What we hear on first calls.
“Our associates rebuild the same model on every deal.“When someone leaves, the deal context leaves with them.“The CRM is always six weeks out of date.“I should be able to ask one question across every deal we have seen.“Our associates rebuild the same model on every deal.“When someone leaves, the deal context leaves with them.“The CRM is always six weeks out of date.“I should be able to ask one question across every deal we have seen.“Our associates rebuild the same model on every deal.“When someone leaves, the deal context leaves with them.“The CRM is always six weeks out of date.“I should be able to ask one question across every deal we have seen.“Our associates rebuild the same model on every deal.“When someone leaves, the deal context leaves with them.“The CRM is always six weeks out of date.“I should be able to ask one question across every deal we have seen.
“I want one place that actually knows our whole history.“We pass on deals and forget why by the next quarter.“Diligence findings never make it into the value-creation plan.“Every quarter-end is a fire drill to close the portfolio numbers.“I want one place that actually knows our whole history.“We pass on deals and forget why by the next quarter.“Diligence findings never make it into the value-creation plan.“Every quarter-end is a fire drill to close the portfolio numbers.“I want one place that actually knows our whole history.“We pass on deals and forget why by the next quarter.“Diligence findings never make it into the value-creation plan.“Every quarter-end is a fire drill to close the portfolio numbers.“I want one place that actually knows our whole history.“We pass on deals and forget why by the next quarter.“Diligence findings never make it into the value-creation plan.“Every quarter-end is a fire drill to close the portfolio numbers.
Different symptoms, one cause: what the business knows is not structured anywhere.
02 · What we build
Custom agents and apps for private equity teams.
Anything the team does repeatedly can become the next one.
Agents
Run on a trigger, do the work, report back.
- CIM screen
Reads a new CIM, scores it against the thesis, drafts the one-page screen.
- Inbox triage
Files every teaser against the right deal and flags what needs a partner.
- Data room ingestion
Reads the data room on day one and answers questions with page cites.
- Financial extraction
Pulls numbers from the CIM and the QoE, normalizes them and reconciles both.
- IC memo draft
Drafts the memo on your template with every figure linked back to source.
- Portfolio close
Pulls monthly actuals from each held company and compares them against the underwrite.
Apps
A live view the team opens any time, always current.
- Agentic CRM
Fills itself from email, calls and calendar. Every deal, contact and last touch, with no data entry.
- Screening
Every deal you have seen with its score and the reason you passed.
- System of Record
One record across every entity: fund, deal, company and contact, with every figure traced to source.
- Portfolio Monitoring
Actuals against underwrite for every company across all entities, refreshed as each month closes.
+Build your own we build the first ones and your team keeps adding.
03 · What you can build
A day on the platform.
Three workflows we build most often for private equity teams. The trigger fires, the agent runs, the output lands in an app.
06:52Overnight
A new CIM lands in the inboxTrigger
- Extract the financials & key terms
- Score against the fund thesis
- Match against every past pass
07:00A one-page screen memo in your inboxScreening8 min later
09:30Live deal
Diligence opens on a live dealTrigger
- Ingest the full data room
- Reconcile & normalize the financials
- Draft the IC memo & returns model
11:15A first-draft IC memo and model on shared dataSystem of RecordSame morning
Month-endScheduled
Month-end at a held companyTrigger
- Pull actuals across every entity
- Reconcile against the underwrite
- Flag variances & covenant risks
08:00A board pack drafted, variances already flaggedPortfolio MonitoringBefore the coffee
04 · Proof
Real firms, real numbers.
All case studies →Lower-mid-market PE firm · ~$800M AUM
From “why did we pass?” to an answer in seconds
10× fasterto a decision across five years of deals.
Read the study →Multi-site services platformPortfolio finance, closed without the fire drill
$2.4Mcreated via automated portfolio-finance workflows.
Read the study →New Majority Capital105 deals screened in 60 days
105 dealsper-deal review cut from 15 hours to under one.
Read the study →01 · The problem
What we hear on first calls.
“We meet a thousand companies a year and remember a handful.“Portfolio support is whoever happens to have time that week.“The memo we wrote at first check is lost by the Series B.“I want to ask which portfolio companies fit this new thesis.“We meet a thousand companies a year and remember a handful.“Portfolio support is whoever happens to have time that week.“The memo we wrote at first check is lost by the Series B.“I want to ask which portfolio companies fit this new thesis.“We meet a thousand companies a year and remember a handful.“Portfolio support is whoever happens to have time that week.“The memo we wrote at first check is lost by the Series B.“I want to ask which portfolio companies fit this new thesis.“We meet a thousand companies a year and remember a handful.“Portfolio support is whoever happens to have time that week.“The memo we wrote at first check is lost by the Series B.“I want to ask which portfolio companies fit this new thesis.
“I cannot see which founders we have already passed on.“Our metrics live in twenty different founder decks.“Reserves decisions get made on gut, not the data.“When a partner leaves, their whole network leaves too.“I cannot see which founders we have already passed on.“Our metrics live in twenty different founder decks.“Reserves decisions get made on gut, not the data.“When a partner leaves, their whole network leaves too.“I cannot see which founders we have already passed on.“Our metrics live in twenty different founder decks.“Reserves decisions get made on gut, not the data.“When a partner leaves, their whole network leaves too.“I cannot see which founders we have already passed on.“Our metrics live in twenty different founder decks.“Reserves decisions get made on gut, not the data.“When a partner leaves, their whole network leaves too.
Different symptoms, one cause: what the business knows is not structured anywhere.
02 · What we build
Custom agents and apps for venture capital teams.
Anything the team does repeatedly can become the next one.
Agents
Run on a trigger, do the work, report back.
- Deck screen
Reads a founder deck the hour it lands, scores it against the thesis.
- Inbox triage
Files every founder email against the company and flags what needs a partner.
- Warm-intro mapping
Finds the shortest path into a founder across the whole partnership’s connections.
- Metrics ingestion
Reads the monthly update from every portfolio company into one metric set.
- IC memo draft
Drafts the investment memo and the ownership model from the diligence already done.
- Reserves view
Ranks the portfolio for follow-on money against plan, runway and last round terms.
Apps
A live view the team opens any time, always current.
- Agentic CRM
Fills itself from email, calls and calendar. Every company, founder and last conversation, with no data entry.
- Deal Library
Every company you have met, by sector, stage and the reason you passed.
- Portfolio Monitoring
KPIs by company against plan, rebuilt as each monthly update lands.
- System of Record
One record across every fund, company and contact, from first meeting to exit, with every figure traced to source.
+Build your own we build the first ones and your team keeps adding.
03 · What you can build
A day on the platform.
Three workflows we build most often for venture capital teams. The trigger fires, the agent runs, the output lands in an app.
07:04Trigger
A founder emails a deckTrigger
- Read the deck and extract the metrics
- Score against the fund thesis
- Check if we have met them before
07:12A first-pass screen and a warm-intro path in your inboxScreening8 min later
10:15Live round
A promising round opensTrigger
- Ingest the data room and metrics
- Benchmark cohorts against the sector
- Draft the investment memo
11:40A first-draft IC memo and ownership modelSystem of RecordSame morning
Month-endMonthly
Portfolio updates landTrigger
- Pull KPIs across the portfolio
- Flag companies off plan
- Draft the reserves view
09:00A portfolio dashboard and a follow-on shortlistPortfolio MonitoringBefore the partner meeting
04 · Proof
Real firms, real numbers.
All case studies →Multi-stage venture fund
A fund that remembers every founder it has met
1,000+companies a year, every one queryable.
Read the study →B2B SaaS growth fundMessy founder financials into clean SaaS metrics
Any formatingested and consolidated into one metric set.
Read the study →Platform team of twoPortfolio support that scales past the calendar
1 memoper company, living from first check to exit.
Read the study →01 · The problem
What we hear on first calls.
“Every pitch starts by rebuilding comps we ran last month.“When a banker leaves, the relationship goes with them.“Our deal history is a folder nobody can search.“I want one place that knows every deal, contact and org.“Every pitch starts by rebuilding comps we ran last month.“When a banker leaves, the relationship goes with them.“Our deal history is a folder nobody can search.“I want one place that knows every deal, contact and org.“Every pitch starts by rebuilding comps we ran last month.“When a banker leaves, the relationship goes with them.“Our deal history is a folder nobody can search.“I want one place that knows every deal, contact and org.“Every pitch starts by rebuilding comps we ran last month.“When a banker leaves, the relationship goes with them.“Our deal history is a folder nobody can search.“I want one place that knows every deal, contact and org.
“The full history with a client lives in five inboxes.“Analysts spend the night reformatting the same tables.“I cannot find the last CIM we drafted in this sector.“Buyer lists get rebuilt from scratch every mandate.“The full history with a client lives in five inboxes.“Analysts spend the night reformatting the same tables.“I cannot find the last CIM we drafted in this sector.“Buyer lists get rebuilt from scratch every mandate.“The full history with a client lives in five inboxes.“Analysts spend the night reformatting the same tables.“I cannot find the last CIM we drafted in this sector.“Buyer lists get rebuilt from scratch every mandate.“The full history with a client lives in five inboxes.“Analysts spend the night reformatting the same tables.“I cannot find the last CIM we drafted in this sector.“Buyer lists get rebuilt from scratch every mandate.
Different symptoms, one cause: what the business knows is not structured anywhere.
02 · What we build
Custom agents and apps for investment banking teams.
Anything the team does repeatedly can become the next one.
Agents
Run on a trigger, do the work, report back.
- Pitch build
Pulls comps and precedents, then drafts the pages on the house template.
- Call brief
Assembles the full relationship history into a one-page brief before a client call.
- Buyer list build
Builds the buyer universe, scores strategic and financial fit and drafts the outreach.
- CIM drafting
Turns the company’s own financials and documents into a first-draft CIM.
- Q&A answering
Answers data room questions from the documents already uploaded and cites the page.
- Relationship capture
Files every email, call and meeting against the client so the history survives.
Apps
A live view the team opens any time, always current.
- Agentic CRM
Fills itself from Outlook and calls. Every client, contact and mandate, with no data entry.
- Buyer Tracker
Where every buyer sits from NDA to IOI, updated as replies come in.
- Documents
Every book, CIM and teaser the bank has produced, by sector and buyer.
- System of Record
One record across every mandate, buyer and relationship the bank has worked, and you can ask it questions.
+Build your own we build the first ones and your team keeps adding.
03 · What you can build
A day on the platform.
Three workflows we build most often for investment banking teams. The trigger fires, the agent runs, the output lands in an app.
08:20New mandate
A new mandate landsTrigger
- Pull comps and precedents
- Reconcile the financials
- Draft the pitch pages
09:05A first-draft book on the house templateDocuments45 min later
09:00Kick-off
A sell-side mandate kicks offTrigger
- Build the buyer universe
- Score strategic & financial fit
- Draft the outreach and tracker
17:30A live buyer tracker, NDA to IOIBuyer TrackerSame day
13:47On ask
A client call is bookedTrigger
- Pull the full relationship history
- Summarize every touchpoint
- Surface the open threads
13:53A one-page call brief, sources citedCRM6 min later
04 · Proof
Real firms, real numbers.
All case studies →M&A boutique
The pitch that starts from the last one
16 minto a comps set and a first-draft book.
Read the study →Sector coverage teamKeeping the relationship when the banker leaves
Zerorelationships lost to a departure.
Read the study →Mid-market advisory firmEvery deal, contact and org in one store
Every dealsearchable back through the firm’s history.
Read the study →01 · The problem
What we hear on first calls.
“Coordinating the deal team is a job in itself.“Managing who can access which documents is its own workstream.“The board wants a shortlist backed by numbers, not a gut call.“A data room lands and diligence starts from page one, every time.“Coordinating the deal team is a job in itself.“Managing who can access which documents is its own workstream.“The board wants a shortlist backed by numbers, not a gut call.“A data room lands and diligence starts from page one, every time.“Coordinating the deal team is a job in itself.“Managing who can access which documents is its own workstream.“The board wants a shortlist backed by numbers, not a gut call.“A data room lands and diligence starts from page one, every time.“Coordinating the deal team is a job in itself.“Managing who can access which documents is its own workstream.“The board wants a shortlist backed by numbers, not a gut call.“A data room lands and diligence starts from page one, every time.
“Diligence lives in one person’s head until they are out.“We buy the company and lose the diligence findings.“Synergy targets never get tracked after close.“Half the team is working off last week’s model.“Diligence lives in one person’s head until they are out.“We buy the company and lose the diligence findings.“Synergy targets never get tracked after close.“Half the team is working off last week’s model.“Diligence lives in one person’s head until they are out.“We buy the company and lose the diligence findings.“Synergy targets never get tracked after close.“Half the team is working off last week’s model.“Diligence lives in one person’s head until they are out.“We buy the company and lose the diligence findings.“Synergy targets never get tracked after close.“Half the team is working off last week’s model.
Different symptoms, one cause: what the business knows is not structured anywhere.
02 · What we build
Custom agents and apps for corporate development teams.
Anything the team does repeatedly can become the next one.
Agents
Run on a trigger, do the work, report back.
- Target screen
Scores an inbound target against the acquisition criteria and drafts the one-page view.
- Data room ingestion
Matches data room documents to the request list and names what is missing.
- Valuation build
Builds the quick valuation and the pro forma from the target’s own financials.
- Board memo draft
Drafts the board memo on your template with every figure traceable to source.
- Weekly status
Writes the deal team update from what moved in the workplan that week.
- Synergy tracking
Reads the monthly actuals after close and tracks each synergy against underwriting.
Apps
A live view the team opens any time, always current.
- Agentic CRM
Fills itself from email and calls. Every target, owner and last conversation, with no data entry.
- Request Tracker
Every diligence request, the document that answers it and what is still open.
- System of Record
One record across every target, subsidiary and integration, with every figure traced to source.
- Synergy Tracker
Every synergy target against actuals, from close through the first full year.
+Build your own we build the first ones and your team keeps adding.
03 · What you can build
A day on the platform.
Three workflows we build most often for corporate development teams. The trigger fires, the agent runs, the output lands in an app.
09:12Always on
A call with a target endsTrigger
- Log the call, contacts and commitments
- File every comment and note against the target
- Update the relationship map
09:14A living record of every target relationshipPipeline CRMZero admin
10:30Live deal
A target opens its data roomTrigger
- Ingest the entire data room
- Match documents to the request list
- Draft the board memo & pro forma
16:00A first-draft board memo and pro formaBoard PackSame day
Close dayScheduled
A deal closesTrigger
- Stand up the integration workplan
- Ingest the monthly actuals
- Track synergies against target
Day oneAn integration dashboard, synergies flaggedSynergy TrackerFrom day one
04 · Proof
Real firms, real numbers.
All case studies →Acquisitive industrials group
A landscape screen the board can interrogate
40 hrsoff every screen the team runs.
Read the study →Serial-acquirer corp dev teamOne process from sourcing to synergy capture
1 processfrom first look through to integration.
Read the study →Listed-company M&A teamA shortlist the board can check line by line
Board-readyscreens, every figure cited to source.
Read the study →Your team’s intelligence.
Finally working together.
See what your own data can do once it is connected.
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