-
Sourcing targetsRidgeform / Dealcove
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Pulling documentsData room / Vaultline
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Reading with the agentFinance + legal models
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Drafting outputsModel, memo, deck
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Syncing deliverablesVaultline / CRM
Deal reviews, wired end to end
From first screen to committee—one run, no hand-offs.
1$418,650Mismatch
2$2,140,880Term memo PDF
3$736,220Mismatch
4$1,905,410Model pack XLSX
Screening you can actually repeat
Pull the numbers and the red flags out of early materials in minutes
011.8% management fee
027% preferred return (annual)
03120-day termination notice
Diligence your desk
can actually lean on
Financial, legal and commercial terms—structured and source-linked.
Holdings update Q3.pptx
Valuation benchmarks.xlsx
Committee memo draft.pdf
Every output traces to source
Committee memos and reports backed by linked source documents
2.8T
Assets under review on the platform
412K
Documents read every day
184 years
Of desk time given back