Your firm’s data, governed and in one place.
Funds, holdings, deals and documents as linked objects rather than folders and spreadsheets. Everything your firm knows - CIMs, models, memos, KPI feeds - structured on entry into one intelligence layer that your analytics, reports and agents all read from.
Every deal,
every stage
Screening through diligence, IC and negotiation to close - with size, multiple, lead and date on every card, and the value of each stage totalled at the top of it.
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Structured on entry
CIMs, models, memos and KPI feeds become linked objects the moment they land - funds, deals, companies, holdings - not files to be found again later.
Governed by design
Every object carries who may see it, where it came from and what changed. Institutional from day one, not retrofitted when someone finally asks.
Models in the platform
No emailed LBOs without version control. Select a deal, run sensitivity and share it, live inside the deal workflow.
LP reports in hours
Quarterly reporting that took three to four weeks of associate time is generated automatically and distributed in one click.
Research in seconds
Full company intelligence across nine domains - news, competitors, financials, management - in under a minute instead of an afternoon.
Portfolio truth, live
Dashboards update against your entry model with automated variance alerts, instead of late and inconsistent email updates at quarter end.
