From CIM to IC, and every quarter after
The model you build in diligence is the model you operate the company on. One JSON spec per portfolio company, one assumption framework across the book, and a version history that shows how the thesis actually evolved.
Private Equity
What you get, and who runs it
Some of this you drive yourself in the product. The rest we run alongside you as part of an engagement — same operating model underneath, different hands on the wheel.
Documents to an operating model, unattended
Upload a CIM through the wizard, or call it from your own agent over MCP. A model comes back, with a structured quality pass already run on it.
Stress the thesis, drill to the driver
Scenarios and sensitivities on one model, and conversational drill-down from any IC number to the driver and cell behind it. The audit trail comes with the model rather than being reconstructed afterwards.
Portfolio-wide consistency
One spec template per portfolio company and a shared assumption framework, so companies compare apples-to-apples and a book-wide stress test is a batch job.
Quarterly cycles, fair value, and LP reporting
BvA when actuals land, sensitivity refresh, red-flag review, ASC 820 workflows with cell-level traceability, and LP narrative tied to live model values.
Diligence, ownership, reporting. One model.
IC decisions, quarterly cycles, fair value workflows, and LP narrative — every one of them reading from the same operating model per company.
Drill from any number to its spec line and cell
Every AI answer cites the driver behind it and the cell in the workbook. Conversational drill-down on every driver, and an auditable trail for ASC 820 fair value and IC defensibility.
Quarterly cycles, automated
BvA, actuals roll-forward, sensitivity refresh, AI-driven red-flag review — re-run on the latest spec when actuals land. The model is text, so cycles diff cleanly. No manual rebuild.