WHAT WE BUILD
Four stages take information from raw input to an executed decision
The workflows we deploy combine these capabilities, from reading the first document to delivering the output your team signs off.
A
Acquire
Data gathering
Read & Extract
Any document, any format: contracts, invoices, reports, filings and PDFs.
Research & Discover
Find what is not handed to you: market scans, company and supplier lists, public records.
B
Analyze
Modelling and strategic reasoning
Model & Calculate
Turn extracted data into financial, operating and asset-level models.
Benchmark & Analyze
Compare companies, assets, markets and peers on one consistent framework to show relative performance and risk.
C
Insight
So what and decision intelligence
Insights & Recommendations
Combine internal analysis and external signals to explain what matters and recommend next-best actions.
Monitor & Alert
Track internal and external signals continuously and flag what changed before it hits the numbers.
D
Execute
Workflow and solution execution
Automate Workflows
Move inputs into structured outputs and systems of record without manual handoffs.
Draft & Deliver
Produce sourced, finished outputs (memos, board packs, bid responses) in your templates, ready for sign-off.
01
AI Strategy
You get an AI roadmap: every use case across your firm, scored on value and feasibility, then the first workflows built and live, typically within 1 to 3 months.
01
Agree the goals
What we are solving for across the deal lifecycle and the firm, and how we will measure it.
02
List the use cases
We walk through your workflows end to end with your team.
03
Score and order them
Each use case scored on value and feasibility; we agree where to start.
04
Design the build
Models, integrations and security agreed for each workflow.
05
Launch and scale
Built inside your systems, tested on your own documents, handed over to your team.
02
AI Capabilities
Read
Pull structured fields out of long documents
CIMs, prospectuses, trustee reports. Live today: a 248-page ABS prospectus read into 100+ source-linked fields in about 5 minutes, for a private credit firm.
Understand
Classify and score
Every deal against your thesis, every document by type. Live today: 100+ relevant deals surfaced a week across five sectors, for a private credit firm.
Model
Build the analysis
Comps, revenue and EBITDA bridges, market models, in your own Excel. Live today: CLO comps built in the team’s own workbook, every data point traceable, for a global alternative asset manager.
Act
Do the follow-through
Write to DealCloud or Salesforce, send alerts and weekly briefs. Live today: every teaser written into the CRM with a first score in under a minute, for a mid-market PE firm.
03
Our Differentiation
We know the work
Our founders ran diligence and strategy work at KPMG and Verizon, and our team includes former investors, so we start from how your deal team works and what it needs to decide. Our 35-person core team includes AI engineers with 10+ years of experience building machine learning systems, who have shipped software into PE, private credit and financial services.
The engine and harness
The workflows we build run on the same engine and checking harness as our diligence platform, and can draw on our own industry and company analysis.
Enterprise Grade Security
We are SOC 2 Type II compliant, ensuring the highest standards of data security for our clients. Audited April 2025 to March 2026 with no exceptions, and client data never trains any model.
Systems we connect to
Capital IQ
PitchBook
Euromonitor
Bloomberg
EuroABS
Intex
US Census
FCC broadband data
DealCloud
Salesforce
Your data warehouse
Email and document stores
Each connection is confirmed per client and runs within the licences your firm already holds.
04
Key Clients
US mid-market PE firm
Under 1 minute per deal, down from about 30
Problem: teasers sat in partners’ inboxes and the CRM ran as a backlog. What we built: forward a teaser to one address; it lands in the CRM with key fields and a first score.
Private credit firm
100+ relevant deals surfaced a week
Problem: relevant deals were spread across many sources and five sectors. What we built: configurable screening against the firm’s criteria.
CDD advisory firm
About 90 minutes to a structured first draft
Problem: IC memos were drafted by hand and took days. What we built: first drafts with bridges and add-backs, every figure linked to its source.
Global alternative asset manager
150+ names tracked in one place
Problem: tracking 150+ names across Bloomberg, filings and research, by hand. What we built: one portal that explains each move and what it means for the book.
Leading tech advisory firm
130 management questions tied to scored gaps
Problem: AI risk views rested on opinion and a few slides. What we built: three specialist agents that score AI risk outside-in from the CDD report, every point cited.
ABS-focused private credit firm
248 pages into 100+ fields in about 5 minutes
Problem: analysts read 200+ page prospectuses by hand. What we built: asset-class schemas that pull the capital structure, triggers and reserves.
Start with a discovery workshop
We map your workflows, score the use cases and agree the first ones to build.
