Portfolio management
Know what changed
before the report lands.
92%
Report a significant increase in speed.
87%
Report discovering deal critical insights.
81%
Report higher quality in deal analysis.
Portfolio Management
Capabilities
The capabilities behind the deep dive, each one configured to your firm's thesis, with every claim traceable to its source.
Start every deal at 70% completion
Automate the “straightforward” deal analysis and DD questions across financials, market, product, team and legal.
Deep-dives in highlighted areas
Excel logic turned into code. Do advanced modelling into deal critical areas like downside cases, pricing changes and “what if” questions in minutes, not days.
Challenge your investment thesis
Get immediate eyes on the areas of risk that could break the case and why, together with all the pros supporting the case.
Benchmarking
See how each deal benchmarks in performance at a comparable stage, against all companies your firm has met with.
Validate numbers with accounting data
Make sure the numbers provided in the P&L match the data from the company’s accounting systems.
IC material, auto-created
Designed for all phases
of deal work
Source, analyse, monitor and conduct reporting with greater speed and insight.
Screening
All deal material analysed according to your firm’s thesis, in one knowledge base. Benchmark new cases against every deal you’ve ever seen, made, lost or rejected.
Due Diligence
Start every deal at 70% completion with straightforward analysis and DD questions handled automatically. Spotlight the areas that need real attention and advanced modelling.
Portfolio Management
Remove manual portfolio management and get notified on key changes in real time.
Every analyst, every partner, and every AI agent in your firm, working from the same knowledge base.
Built for Enterprise
Secure by Design
No training on your data
Data encrypted in transit and at rest
Role-based access controls
Hosted in compliant infrastructure