Due Diligence on a private target —
in under 7 minutes.
Upload one profile document. Our 18-module agentic pipeline produces a cited, tier-labeled, 21-section Investment Committee memo across valuation, forensic, peer comps, and exit paths.
Built for VC partners, M&A advisors, and PE deal teams who need to act on incomplete data — and need to defend every number.
Built for investors who can't wait a week for diligence
Four personas. One pipeline. Every output cites its tier-labeled source.
Venture Capital
Partner / Principal
“Ten Series-B pitches a week, three hours of real diligence each, and the sourcing edge erodes as every fund runs the same commodity playbook.”
What you get: Ship an Investment-Committee-grade read on a new target in under 2 hours, with cited evidence across 18 workstreams.
M&A Advisors
Corporate Development / Investment Banking
“Sell-side targets pitch revenue without audited financials. Sourcing comp multiples for private-to-strategic deals takes a junior analyst a week per target.”
What you get: Reconstructed IS / BS / CF with peer-anchored bands, evidence-grounded M&A precedents, and a waterfall at a buyer's illustrative exit.
Private Equity
Deal Team / Operating Partner
“Lower-middle-market targets have sparse external data. Bear/base/bull scenarios require 40+ hours of associate work even before forensic screening.”
What you get: Probability-weighted EV band tuned to archetype, forensic red-flag score, and a 100-day value-creation plan grounded in cited evidence.
Family Office / Fund of Funds
CIO / LP Diligence
“Co-invest decisions in 7 days. LP-fundability screen (ESG, governance, litigation) often comes back after the wire has gone out.”
What you get: Deterministic 4-pillar ESG / governance index, comprehensive litigation + federal-contract exposure screen, and the whole thing in institutional PDF / Word / PowerPoint.
Our Products
Source. Diligence. Deploy AI. Three pipelines. One platform.
Intelligence Graph
AI value-creation roadmap for PE operating partners
Upload company documents and get back a board-ready 30 / 60 / 90-day AI deployment roadmap in under 7 minutes. A six-stage agentic pipeline extracts the operational ontology, maps workflows, identifies risks & controls, scores automation opportunities, and produces governed agent blueprints — every claim evidence-cited.
- Auto-extracted ontology — Customer, Vendor, Contract, Invoice, Employee, Asset, System entities + relationships
- AI Readiness Score (0–100) with data / workflow / control / culture breakdown
- Top 10 automation opportunities — hours saved, $$ saved, recommended agent, blocked actions
- Governed agent deployment blueprints — permission level, audit retention, recommended LLM
- Risk + control matrix mapped to EU AI Act, NIST AI RMF, GDPR, SOX 404, ISO 42001 articles
- 30 / 60 / 90-day value-creation roadmap with EBITDA impact, payback months, dependencies
- PROCEED / CONDITIONAL / PAUSE board-ready recommendation backed by confidence-scored evidence
Proposal Calibrator
Independent CFO redline of a vendor consulting SOW — $15K flat
Big-4 readiness proposal worth $425K on your desk? Anthropic-Blackstone JV term sheet? Palantir FDE engagement letter? Send it to us first. A six-stage independent pipeline classifies every deliverable (load-bearing / filler / mispriced / hidden Phase 2 / scope mismatch), re-grounds the consultant's ROI claim against your actual workflow volumes with a 5×5 sensitivity grid, and drafts paste-ready counter-proposal language by severity. 5 business days, flat $15K, refund if we don't identify 5× the fee in savings.
- Line-by-line deliverable classification with rationale citing specific SOW text or your IG ontology facts
- ROI recalibration against your actual workflow volumes — 5×5 sensitivity grid (labor ±20% × volume ±30%)
- 42-question Pre-Contract Checklist applied to the SOW — every question marked answered / dodged (red flag) / must-ask
- Paste-ready counter-proposal language by severity (critical sign-blocker / important / minor)
- Cross-reference against your Intelligence Graph ontology for scope-mismatch detection
- Calibrated Redline (Word), Calibration Workbook (Excel, 6 tabs), CFO Briefing Deck (PowerPoint, 8 slides), Markdown notes
- Server-side overall recommendation rule: SIGN AS-IS / SIGN WITH REDLINES / DEFER PENDING INFO / REJECT
Pre-Contract Validator
The Acceptance Contract the vendor signs — before the SOW is drafted
Palantir FDE engagement letter? Anthropic-Blackstone JV term sheet? OpenAI DeployCo pitch? Big-4 transformation deck on the desk? Send it to us BEFORE you ask the vendor to draft a SOW. A five-stage independent pipeline produces the Acceptance Contract the vendor must sign first — testable acceptance criteria with measurement protocols, phase-gate plan with hard kill triggers, fee caps that bind Phase 2, and the 42-question pre-contract audit. 5 business days, flat $25K, refund if we don't identify 5× the fee in avoided risk.
- Acceptance Contract (Word, 25–40 pages) — the document the vendor signs first, structured by severity, every criterion with 4-pillar measurement protocol
- Five-stage pipeline: vendor pitch parse → IG buyer-environment ontology → contract drafting → phase-gate plan → 42-question audit
- Lock-in defense built in — automatically requires BPMN 2.0 / OpenAPI 3.1 / JSON Schema / DBT YAML portability artifacts + source escrow for Foundry-class engagements
- Phase-Gate Plan with hard kill triggers — payment release tied to acceptance criteria, never to vendor self-attestation, NEVER > 50% before Day 60
- Server-side signature posture: SIGN_WITH_ACCEPTANCE_CONTRACT / DEFER_PENDING_VENDOR_RESPONSE / REJECT_ENGAGEMENT
- Supports 8 engagement types: Palantir FDE, Anthropic-Blackstone JV, OpenAI DeployCo, Google Industry Solutions, Big-4 transformation, boutique, SI, other
- Acceptance Contract (Word) + Phase-Gate Plan (Markdown) + CFO Briefing Deck (PowerPoint, 10 slides) + Ontology Snapshot (JSON)
Portfolio Dashboard
AI readiness across 5–20 portcos for PE operating partners
One screen showing AI readiness composite, six-dimension scorecard heat map, and cross-portco opportunity rollup across every portfolio company. Replaces the typical $2–3M/yr of bespoke McKinsey / Big-4 assessment spend with a single $50K–$150K/yr measurement layer. Refreshed quarterly from your Intelligence Graph runs.
- Six-dimension heat map — rows = portcos, columns = Strategy / Data / Tech / Talent / Governance / Research, color-coded by score
- Cross-portco opportunity rollup — themes appearing in 2+ portcos with aggregated $/yr savings
- Dimension distribution (avg / min / max) across portfolio — spot systemic weaknesses at a glance
- Quarterly delta tracking — per-dimension change vs prior quarter, improving / declining / stable signals
- Operating-partner dossier (PDF) ranking portcos by AI uplift opportunity
- Drill-through to per-portco IG report — six-dimension scorecard, top opportunities, CM plans, risk register
- Annual pricing: $50K (5 portcos) → $150K (20 portcos), quarterly re-runs included
Private-Company Due Diligence
The private-market intelligence edge
Upload one profile document and get back an Investment-Committee-grade 21-section due diligence memo in under 7 minutes. 18 agentic modules reconstruct financials, triangulate valuation, screen forensic risk, and cite every claim to a tier-labeled source.
- 18-module pipeline: ingest → classify → reconstruct → valuation synthesis → forensic → report
- Insider-activity screen, patent moat analysis, precedent-transaction intelligence, ESG/governance index
- Bear / base / bull probability-weighted valuation, archetype-tuned across 15 business models
- Peer-anchored financial reconstruction with tier-labeled evidence bands (A/B/C/D/E)
- Forensic screen: statistical anomaly detection + relationship graph + narrative-vs-reality
- Cap-table upload (XLSX or PDF) → preferred-stack waterfall at any illustrative exit
- Institutional deliverables: Word memo, PowerPoint IC deck, PDF report, structured data export
Public-Company M&A Platform
Institutional M&A due diligence + CFO analytics
For listed targets — 23-agent pipeline producing a complete due diligence memo with financial deep-dive, legal, tax, risk, synergy, accretion/dilution, and a 3-gate evidence enforcement system.
- 23 specialized agents covering financial / legal / market / tax / risk
- Accretion / dilution, sources & uses, exchange ratio analysis
- CFO analytics: bridge analysis, scenario modeling, factor decomposition
- 3-gate evidence enforcement blocks inconsistent data
- Every insight cites a tier-labeled artifact for IC auditability
- Full Excel workbook (24 tabs) + M&A financial model (7 tabs) + PDF report + PowerPoint board deck
How it works
Four steps. No consultants. No 40-hour associate cycles.
Upload
Drop any private-market profile document — the vendor format doesn't matter. Add a cap-table file (XLSX or PDF) if available.
Agentic pipeline
18 modules run in sequence + parallel — provider ingest, web intel, SEC registries, peer comps, reconstruction, valuation, forensic, quant positioning.
Parallel report synthesis
A hierarchical map-reduce architecture produces the 21-section memo in parallel, then a synthesis pass writes Executive Summary + Recommendation + Evidence Appendix.
Download deliverables
Word memo, PowerPoint Investment Committee deck, PDF report, and a structured data export for downstream workflows — all tier-cited, all reproducible.
Intelligence layers
Every claim in the report carries a [Tier:path] citation — A (directly observed) through E (low confidence). An IC reader can trace any number back to its underlying evidence record.
Provider profile ingestion (Tier A)
Private-market profile documents, pitch decks, cap-tables — our vision-enabled parser handles font-corrupted PDFs cleanly.
Regulatory & corporate filings (Tier A/B)
Public disclosures, offering memoranda, insider-activity notices, acquirer-filed financial statements of previously-acquired peers.
Public-record intelligence (Tier B)
Litigation docket screening, federal-contract exposure, entity & officer records across US and international jurisdictions.
Market & IP intelligence (Tier B)
Peer-comparable valuation multiples across 18 metrics, patent moat analysis, real-time news with material-event filtering.
Proprietary analytics (Tier D)
4-pillar ESG / governance index, multi-signal forensic red-flag score, probability-weighted bear/base/bull scenarios.
Ready to diligence a private target tonight?
Book a 20-minute walkthrough. Bring a profile document — leave with a cited, tiered, Investment-Committee-grade report.
Or call directly: (516) 675-4832