Weeks, not hours
Each opportunity arrives as hundreds of pages. Analysts read, locate, and re-key the numbers by hand — the bulk of their time goes to gathering, not judgement.
Solutions · Invest Copilot
From data-gatherer
to decision-maker.
A project-based workspace where investment teams load deal documents, connect live data under their own keys, and run one-click analysis agents — every metric traceable to its source, every model under the institution's control.
The problem
Evaluation today is slow, fragmented, and inconsistent.
Fragmented workflow
One deal lives across terminals, spreadsheets, PDFs, and email. Every evaluation means switching between disconnected tools.
Inconsistent evaluation
Different analysts apply different frameworks. Two analysts can reach materially different conclusions on the same deal.
Six one-click agents
Days of analysis, grounded in the project data.
Management defines each tool's framework once — every analyst then executes the same house standard, on every deal.
Financial extraction
Income statements, balance sheets, cash-flow, cap tables, and debt schedules pulled into computable form — no re-typing.
Metric computation
Profitability, valuation, leverage, and cash-flow ratios calculated directly from extracted figures — computed, not estimated.
Risk scanning
Reads across all documents to surface red flags, concentration, and unsupported claims — including deck-vs-audited discrepancies.
Peer benchmarking
Comparable sets selected and benchmarked through your own market-data subscriptions.
Scenario modeling
Plain-language what-ifs — "what if growth drops to 5%?" — re-run every metric under new assumptions.
Memo generation
Data, metrics, risk flags, benchmarks, and scenarios compiled into a board-ready memo with full source references.
Worked example · synthetic deal
Found in minutes — not missed on a first read.
Fourteen files on a proposed minority stake: audited accounts, a financial model, a pitch deck, legal due diligence, a market study. What the agents surfaced:
41% of revenue from two contracts expiring within 18 months — while the deck assumed 22% growth on renewal
9% higher EBITDA in the pitch deck than the audited figure — caught by the discrepancy detector
8.2× EV/EBITDA against a sector median of 6.4× — a premium that only holds above 12% growth
3.0× net-debt covenant trigger — with the exact quarter it breaches under a 5% growth scenario
Illustrative walkthrough on synthetic deal documents
Sovereignty
Your data never has to leave your walls.
Bring your own keys
Your data subscriptions and your model endpoints — never a vendor account in the middle.
Nothing trains outside
Confidential documents are never transmitted to an external service, and never train anyone else’s model.
Residency by design
Deploy the full stack on-premise or in your sovereign cloud. Documents are indexed and analyzed inside your walls — results stay there.
Traceability
Nothing it produces is a black box.
Every figure, score, and metric links back to the exact document, table, and page it was extracted or derived from. The analyst verifies against cited sources instead of re-deriving the work — and every conclusion carries an auditable trail to an investment committee, a board, or a regulator.
EBITDA margin 23.4% — computed, not guessed
↳ income statement · audited accounts, p. 34
↳ revenue & cost lines · financial model, sheet 2
↳ cross-checked vs pitch deck, p. 11
↳ income statement · audited accounts, p. 34
↳ revenue & cost lines · financial model, sheet 2
↳ cross-checked vs pitch deck, p. 11