Workflows and capabilities, one operating model
The deal evaluation, operating, and reporting workflows your team runs every quarter — plus the product capabilities that run them: Bionic Mode, calculated schedules, and PE sourcing.
Deal Evaluation
Advance the right deals, faster
Rapidly evaluate opportunities with portfolio-consistent assumptions. Compare structures and bids. Focus diligence where it matters most.
From CIM to model in minutes
- Build base models from CIMs in minutes
- Apply portfolio-wide assumption frameworks consistently
- Surface key risks and value drivers early
- Stress-test projections through sensitivity analysis
Compare bids and structures with conviction
- Compare scenarios across bids and structures
- Drill from any IC number to the underlying drivers
- Eliminate one-off models and version sprawl
- Expand deal coverage without rebuilding models
Operating Decisions
Test decisions on the latest model
Portfolio companies don't pause. Run scenarios, test capital allocation, and surface what needs partner attention — all on the operating model your team already trusts.
Test decisions before you make them
- Run scenarios across the portfolio in minutes
- Test capital allocation: add-on M&A, capex, dividend recap
- Analyze sensitivities across every operating lever
- Interrogate company performance through conversational drill-down
Surface what needs attention
- Review portfolio companies for AI-detected red flags
- Compare companies on the same assumption framework
- Identify companies trending off-thesis
- Draft IC update memos from the latest model
Quarterly Portfolio Reporting
Quarterly cycles, on rails
BvA, actuals roll-forward, QBR materials, ASC 820 fair value, and LP letter narratives — all generated from the latest version of every operating model.
Run every quarter without rebuilding
- Run BvA automatically when actuals land
- Refresh sensitivities on the latest model
- Track model evolution across cycles with version control
- Surface variances that need attention through red-flag review
Reports your auditor and LPs can follow
- Pull QBR-ready outputs directly from the model
- Run ASC 820 fair value workflows with cell-level traceability
- Generate LP letter narratives tied to live values
- Maintain an auditable trail across reporting cycles
Bionic Mode
Plug AI into the models you already have
Point Convexent at any Excel workbook and apply AI Edit and AI Analysis without rebuilding. Your model, augmented — not replaced.
AI Edit on existing models
- Apply structured edits to any workbook
- Add scenarios, sensitivities, or new schedules
- Preserve native Excel formulas — no proprietary engine
- Audit every change with a cell-level diff
AI Analysis on existing models
- Drill into any number with conversational follow-up
- Surface anomalies, broken links, and assumption drift
- Generate IC memo language tied to the model’s own logic
- Compare versions of the same model over time
Calculated Schedules
Site-level math, generated and maintained
Site-level P&L, depreciation schedules, customer rolls, revenue recognition, and cash collection — generated as auditable sub-models that flow up to the consolidated forecast.
Operational schedules at scale
- Site-level P&L roll-ups across hundreds of locations
- Depreciation schedules with asset-level traceability
- Customer rolls with cohort retention and revenue recognition
- Cash collection timing tied to invoice and payment patterns
Forecasting that ties out
- Schedule outputs flow up to the consolidated forecast
- Single source of truth for reporting and projection
- Reconcile actuals against schedule-level assumptions
- Re-cast schedules without rebuilding the full model
PE Sourcing
From thesis to target list, on the same operating model
Build sourcing screens that use the same valuation and operating model your IC trusts. Score targets on portfolio-consistent assumptions before the first call.
Theses, screened
- Define investment thesis as model parameters
- Score targets against the same assumption framework you’d use at IC
- Compare opportunities apples-to-apples across sectors
- Surface deals that match your fund’s edge
First-call ready
- Pre-built operating model on every screened target
- Identify value-creation levers before outreach
- Track conversation history and updates per target
- Hand off seamlessly from sourcing to live diligence