The ontology

A living model of how your firm reasons about a deal

Beneath every answer Alex returns is an ontology: a knowledge graph of the deal, where every figure carries its meaning, its source, and the memory of your prior deals. It is why the work holds up in front of a committee.

Objects and links

Objects, links, and the questions a committee asks

Alex models the deal the way you do. The target, the sponsor, the financing, the comparables, the covenants, each a first-class object, connected by the links that carry meaning.

targetsponsorfinanced bydocumented inbenchmarked vsgoverned byDealTargetSponsorFinancingData roomComp setCovenant

The graph answers the questions a committee asks:

Can the target service the debt?How does it compare to its peers?Where does the data room contradict itself?
What every object carries

Meaning, evidence, and memory

Meaning

What every figure is — EBITDA normalized or reported, revenue pro forma or actual. The ontology fixes the definition, so two numbers are never compared out of context.

Evidence

Where every figure came from. Each value names the document behind it, and where the data is silent, Alex flags the gap rather than inventing a number.

Memory

What your firm already knows. Prior deals, precedents, and house standards carry forward, so the next deal starts from everything the last one established.

Agents run on it

Point an agent at your data room

The ontology is the foundation your agents run on. Point one at a data room and it works off the model, not raw text, so every step is grounded and every output is defensible. Run a curated agent for your desk, or build your own.

01
Data room

Financials, contracts, and transcripts, as the target hands them over

02
The target, modeled

Every figure and link, with its meaning and its source

03
Analyzed

Sourced, triangulated against the comps, and gaps flagged

04
The deliverable

A model, a report, or a deck, every figure defensible

Reusable across every deal, and tailored to your firm.

See it on your deal

See the ontology on your own data room

Bring a live deal or a target you are diligencing. We will show you the objects, the links, and the deliverables, sources and all.

Request access

Confidential by design · runs in your own environment · never used for training