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For investment & private equity

You lose the deal you left sitting

It sat at ‘proposal sent’ for two months.

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  • A pipeline where 'active' means whatever the last person felt
  • Diligence adjustments whose evidence lives in a folder somebody named 'final'
  • Two versions of adjusted EBITDA in the same week
  • Portfolio reporting rebuilt from scratch every quarter

Symptoms

What the investment committee actually complains about

  • A pipeline where 'active' means whatever the last person felt
  • Diligence adjustments whose evidence lives in a folder somebody named 'final'
  • Two versions of adjusted EBITDA in the same week
  • Portfolio reporting rebuilt from scratch every quarter
  • No way to search what the firm concluded about a sector two years ago

The playbook

From first look to portfolio review

  1. One honest pipeline

    Every opportunity on the same nine stages with a value and an owner. Because outcomes are derived and history is append-only, the committee argues about the deal, not the data.

  2. Diligence on evidenced rows

    Build the QoE, working capital and net debt schedules where each adjustment carries the document and page behind it. The review question stops being expensive.

  3. Run the red-flag list early

    Eighteen standard checks in the first week, not the last. Findings recorded once, feeding the report rather than a parallel document.

  4. Keep the portfolio on the same rails

    After close, the portfolio company becomes a client with a monthly variance loop. Quarterly reporting is a read, not a rebuild.

What you use

The surfaces a deal team leans on

  • Deal pipeline with an audit trail

    Append-only stage history and derived outcomes — a pipeline that survives a committee's scepticism.

  • FDD workbench

    QoE, NWC and net debt on reviewed spreads, with evidence and a review-ready gate per schedule.

  • Data-room reading

    Hundreds of pages read and validated, including scanned Persian filings that stall other tools.

  • Red flags and findings

    A standard checklist plus a findings register with severity and status.

  • Post-close reporting

    Budget versus actual with driver notes for each portfolio company, from the same figures diligence used.

  • Institutional memory

    Cited answers across every deal you have looked at — the sector view you thought you had.

What good looks like

One quarter in

The committee pack is generated from the record, and the numbers in it match the diligence file because they are the same numbers.

A question about an adjustment is answered by opening the row, in the meeting, rather than promised for later.

  • Stale opportunities visible instead of forgotten
  • Adjusted EBITDA with one definition and one trail
  • Portfolio reporting as a read
  • Every model call metered and attributable
FDD · Quality of earnings
  • Reported EBITDA412,600Spread p. 7
  • Related-party rent+38,400Contract, p. 3
  • One-off legal costs+21,900Invoice bundle
  • Adjusted EBITDA472,900Review ready
Every adjustment row carries its evidence and reviewer.

For investment teams

  • Can we keep deal data isolated from the rest of the firm?
    Yes. Workspaces are hard tenancy boundaries, and inside a workspace engagement teams scope who sees a mandate at all.
  • Do you do valuation models?
    Not yet — valuation is a reserved roadmap surface and we will not pretend otherwise. Teams run their model outside and keep the evidence, schedules and reporting here.

Bring your hardest engagement to the demo

We will walk your own workflow, not a scripted one — and tell you plainly where the platform does not fit yet.

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