CIM, VDR, audited financials, quarterly pack — read, reconciled against each other, and returned as a Quick Summary Report, an IIRC memo, or a cited answer. Every number carries its page.
The model proposes. The platform verifies. The analyst signs.
18.4%, top-three customer concentration 41%. The adjusted EBITDA bridge reconciles except a $2.1M add-back with no supporting schedule in the room. Three items flagged for your confirmation.
Illustrative interface · every figure traces to a document, page or cell
One for speed, one for the committee, one for everything the templates didn't anticipate. A figure confirmed in one is the same figure in the others.
CIM in, screening view out — in minutes.
Controls. Every figure cites a page or cell. Management assertions look different from audited facts.
The committee paper, drafted from evidence rather than retyped from it.
Controls. A conflict register for figures that disagree across sources, a diff against last week's draft, and an explicit tag on anything unconfirmed.
For every question a template didn't anticipate.
Controls. "Not in the room" is a first-class answer. Scope is disclosed, and the transcript joins the deal's audit record.
Facts, figures and risks pulled from the room, each bound to the sentence, cell or clause that produced it.
The same fact sought across CIM, accounts, model and contract. Conflicts are surfaced, never averaged away.
Confirm, override, annotate. Nothing reaches the committee until a named person clears the flags.
VDR sync, scans, models and board packs — deduplicated, versioned, OCR'd.
Multimodal table OCR for covenant tables, ageing schedules, cap tables, EBITDA bridges.
One canonical figure per metric, with a variance record and an open-conflict list.
Materiality, concentration, covenant and red-flag checks; comparison against your prior deals.
QSR, IIRC memo, chat answer, or export to your template — fully attributed.
A QSR on every CIM that lands; passes documented, not forgotten.
The finding log stays live as workstreams close; the memo assembles from confirmed evidence.
"Where does that number come from?" — answered in the room, page on screen.
The same evidence layer carries into quarterly reporting and covenant tracking.
The product is the evidence layer — citations, reconciliation, analyst sign-off. It runs on whichever harness your firm already trusts.
Inside the Microsoft estate your analysts already work in — the deal room, the memo and the chat where the documents already live.
Open orchestration on your cloud, built as a custom application: every agent step an inspectable node, and the deal corpus kept as persistent memory — every prior deal, adviser and adjustment queryable in the next one.
One closed deal's corpus. We return the QSR, a draft IIRC memo and a live chat over it — inside your tenancy, cloud or air-gapped. Nothing leaves.