Built for your needs
LBO models, returns, and first-look IC memos from the data room. Sources and uses that balance, entry and exit assumptions, and IRR and MOIC, every figure sourced.
CIMs, teasers, and management presentations, tied to the diligence file and applied to your house style. Buy-side and sell-side, every exhibit sourced.
Pitch books, lender decks, and CIMs, built from the deal file and applied to your house format. Sell-side and financing materials, every figure sourced.
Acquisition and divestiture analysis, board narratives, and integration work for in-house M&A. Diligence on the target, tied to the data room and your house standards.
Diligence, board materials, and portfolio monitoring across a multi-strategy book, kept private to your firm.
IC and credit memos and CIMs, built from the deal file and applied to your house standards.
The deliverables your deal runs on
Ask in plain language. What comes back is a comprehensive model, formatted and sourced, ready for review.
Comprehensive models, LBOs, and returns analyses built from the data room. Criteria driven to arrive at the required IRR and MOIC. Each driver links to the document behind it, so a reviewer can trace any number back to the financial reports.
The full report in your structure: recommendation up front, the financials, the risks and mitigants, and the terms. Every figure is footnoted to the data, CIM, or agreement it came from.
Management presentations, CIMs, teasers, and lender decks in your template and branding. Recommendation first, every exhibit sourced, and charts that stay editable in PowerPoint. It goes out in your firm’s format, ready to send.
Screens are illustrative. In your account, every figure shown carries a source.
Thousands of agents, each with your full context and memory
Compose the agents your desk runs on an AI-powered ontology and knowledge graph: a semantic layer that carries context across every step, remembers your firm's work, and stays on your own stack.
Every figure names the document behind it
The final product has to be defensible, and defensible means every figure links to the document it came from.
Cited to Source
Each figure links to the source document, page, and line it came from. Open any one to verify it against the source.
No Fabricated Numbers
When the data room does not support a figure, Alex flags it instead of estimating. Assumptions are labeled as assumptions, not stated as fact.
Private by Design
Runs in your account. Not shared, and never used to train models. Access is scoped to your team, and the posture supports an information-barrier review.
Revenue of $4.2B in FY2024, up 11% year on year.
Illustrative. Every figure carries a source.
Your firm's agents, built by your firm
Start from a finance agent for your desk, or build your own in plain English. Shape the steps, add your firm's precedents and house format, and it runs the same way on every deal.
Begin with an agent for your desk, an IC memo, a credit screen, a comp set, and put it to work on your data room.
Adjust the scope and steps in plain English, add your firm's precedents and house format, and reuse it across every deal.
Your agents stay private to your firm and run on your data room, every figure traced to its source. Your way of working, captured once.