From fund oversight to exit, the complete operating stack for PE firms. AI-powered deal sourcing, institutional financial models, live portfolio monitoring, and automated LP reporting, all connected.
Everything your firm knows — CIMs, models, memos, KPI feeds — structured on entry into one governed intelligence layer. Your analytics, reports, and AI agents all read from it, and write back to it.
CIMs, models, memos, and KPI feeds become governed, linked objects — funds, deals, companies, holdings.
Permissions, lineage, and audit on every object. Institutional from day one.
Agents, analytics, reporting, and workflows all draw on the same layer — and write their output back into it.
Every feature exists because a deal team was wasting time doing it by hand. We've replaced the four biggest drains on associates' time.
No more emailing Excel LBOs with no version control. Select a deal, run sensitivity, and share instantly — live inside the deal workflow.
Quarterly reporting that took 3–4 weeks of associate time is generated automatically and distributed to LPs in one click.
Full company intelligence across nine domains — news, competitors, financials, management — in under sixty seconds instead of hours.
Company dashboards update continuously with automated variance alerts against your entry model — no late, inconsistent email updates.