From deal screening to exit

Deal teams need speed without losing rigour. We pair transaction experience — valuations, LBO models, due diligence — with tools that compress the time between receiving a teaser and forming a view.

Discuss your deal process

A deal team sees hundreds of opportunities a year and can properly work perhaps a tenth of them. Screening, modelling and diligence all compete for the same analyst hours, and the constraint shows up as slower decisions and thinner coverage.

We have sat on the advisory side of these transactions. The tools we build reflect that: they produce the outputs an investment committee actually asks for, with every number traceable to its source.

Where we most often find the time

Deal screeningAn agent that reads CIMs and teasers, extracts the key metrics and scores them against your investment criteria.
Models and valuationsLBO, DCF and returns models built to be reused, with sensitivities and scenarios your IC can interrogate.
Due diligenceFinancial and commercial diligence supported by AI review of the full data room, with every finding traced to source.
Portfolio monitoringAutomated KPI collection from portfolio companies into one dashboard, replacing monthly email chases.
Value creationFinance function upgrades in portfolio companies: faster close, better forecasting, automated reporting.

Services most relevant to private equity

Also for: Asset managers · Private credit

Start with one conversation.

Tell us what you are trying to fund, fix, value or automate. In a 30-minute call we'll tell you honestly what we can do, roughly what it involves, and what a first step would look like.

Discuss your deal process

From deal screening to exit

AI agents

Bespoke financial modelling

Valuations and financial reporting

Due diligence

Deals and fund raising

Start with one conversation.