AI Workflows
Score deals, automate comps, and run AI analyses end-to-end from triage through IC.
- Screening
- Comps
- Modeling
AI Crafted for Finance
Crafted by Experts From
Google
HighVista Strategies
LSV Private Equity
Deal scoring
Screen Early-Stage Deals
- Call BS on CIMs - pressure-test investment theses in minutes.
- Score earnings, comps, operations, and more with AI-backed signals.
- Tune custom signals to how your partners judge deals on traction, sector fit, team, and beyond.
Acme Corp
Deal screen
Run signals
Signal
Score
Debt
2- Interest coverage9.6x
- Leverage1.8x
Earnings
6- Capital expendituresModerate
- Depreciation / amortization
- EBITDA margin growth
- Free cash flow conversion39.0%
Operational
8- Revenue quality
- Customer concentrationTop 3: 41%
72 signals
AI modeling
Eliminate Tedious Diligence
- Spin up AI-led LBOs, operating models, and memos and more.
- No more data entry or busy work - just upload your files and let AI do the rest.
- Tailor workflows to how your firm diligences investments.
Acme Corp
Ask AI
Operating Assumptions & Calculations (Years 1–5)
Revenue Projections
| Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | |
|---|---|---|---|---|---|
| Revenue ($M) | 1,529 | 1,612 | 1,701 | 1,795 | 1,894 |
| YoY Growth % | 5.4% | 5.5% | 5.5% | 5.5% | 5.5% |
EBITDA Projections
| Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | |
|---|---|---|---|---|---|
| EBITDA Margin % | 19.7% | 19.8% | 19.9% | 20.0% | 20.1% |
| EBITDA ($M) | 302 | 319 | 338 | 359 | 381 |
Taxes & Cash Flow
| Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | |
|---|---|---|---|---|---|
| D & A ($M) | 142 | 138 | 134 | 130 | 126 |
| EBIT ($M) | 198 | 215 | 234 | 255 | 278 |
One AI to Rule Them All
We're a full end-to-end platform built for finance, not a point solution.
What you get in one place
Multi-Model
Don't put all your eggs in one basket - we pick the best from custom models, Anthropic, Gemini, and more for the task.
- Claude
- Gemini
- Custom
Source of Truth
AI over EVERYTHING - spreadsheets, slides, docs, CRM, recordings, public resources, proprietary data, and more.
- Excel
- CRM
- Teams
Citations & Audit
Trace every figure and change from AI back to the underlying document, slide, table, or site.
- Trace
- Review
- Compliance
Security
Built for sensitive deal data
Platform posture
Security by design for finance teams
Encryption
Encryption in transit and at rest, with infrastructure and access patterns built for institutional workloads.
Isolation & access
Strong isolation and RBAC controls so your deal data stays logically separated from other customers.
AI privacy
Customer data is not used to train AI models that serve other customers.