Three outcomes, one operating model
Deal evaluation, operating decisions, and quarterly portfolio reporting — running on the same AI-native system across every portfolio company.
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