The operating model, AI-native.
We turn the operating model into a shared, AI-native system that powers deal evaluation, operating decisions, and quarterly portfolio reporting.
Excel-backed. Cited answers. AI-native.
Trustworthy answers grounded in real Excel, applied consistently across every portfolio company, compounding cycle after cycle.
Excel-backed
The model is a real workbook you can download and hand to your IC. Calculations happen in Excel, not a proprietary engine.
Cited answers
Every AI answer points to the formula behind it. No hallucinations, no black boxes.
Portfolio-wide
One consistent assumption framework across every portfolio company.
Compounding
Cycle by cycle, the model compounds. Version-controlled, knowledge accrues — not a chat window you start over.
AI Quality Layer
Continuously running across every model, every cycle, every property above.
Insight
Conversational drill-down on every IC number — every AI answer cites the cell behind it.
Speed
Portfolio-wide scenarios in minutes, not days. One-click sensitivity refresh when actuals roll in.
Accuracy
Auditable trail for ASC 820 and IC defensibility. Consistent assumption framework across the portfolio.
Built for IC, BvA, and ASC 820
Quarterly reporting, scenario stress tests, fair value workflows, and IC memos — all running on a single, AI-native operating model per portfolio company.
Drill from any IC number to the cell behind it
Every AI answer cites the specific cell and formula it was drawn from. Conversational drill-down on every driver. No black boxes. An auditable trail for ASC 820 fair value and IC defensibility.
Quarterly cycles, automated
BvA, actuals roll-forward, sensitivity refresh, and AI-driven red-flag review trigger automatically when actuals land. Re-run any analysis on the latest model. No manual rebuild between cycles.
Portfolio-wide consistency
One standardized operating and valuation model per portfolio company, with a consistent assumption framework across the book. Run scenario stress tests across the whole portfolio in minutes.
Three outcomes, one operating model
From IC decisions to quarterly cycles to LP communication — every workflow runs on the same standardized portfolio company model.
Deal Evaluation
Advance the right deals, faster.
Rapidly evaluate opportunities with portfolio-consistent assumptions. Compare structures and bids. Focus diligence where it matters most.
Learn moreOperating Decisions
Test decisions on the latest model.
Run scenarios across the portfolio in minutes. Test capital allocation, surface what needs partner attention, and drill from any number to the underlying drivers.
Learn moreQuarterly Portfolio Reporting
QBR, BvA, and ASC 820 — on rails.
Actuals roll-forward, scenario updates, IC-ready outputs, and ASC 820 fair value workflows — all generated from the latest model with a cell-level audit trail.
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