Diligence
Investment Screening
Track every deal from screening to close, with the documents already read.
What it does
The capabilities.
01
Full pipeline tracking
Move deals through screening, diligence, IC, and close with clear ownership, dates, and next steps. Every stage has context, so nothing falls between folders and inboxes.
02
AI document analysis
CIMs, pitch decks, and financial statements are parsed and summarized automatically. Key terms, risks, and financial drivers are extracted and linked to the deal record.
03
Built-in Deal Assistant
Ask questions about any deal and get answers grounded in the documents, the thesis, and the latest pipeline notes. No more hunting through a thread to find the source.
04
Thesis fit carried through
The Thesis Fit Score from Deal Finder follows the deal into Investment Screening, so the same criteria used to source the opportunity shape the diligence checklist and final decision.
- 1
Deal workflow: screening, diligence, IC memo, and close tracked in one visual stage tracker with status and ownership.
- 2
Deal summary: enterprise value, target ownership, entry multiple, and thesis fit from Deal Finder in one panel.
- 3
Deal Assistant: AI answers grounded in the data room, with traceable sources and suggested next actions.
Who uses it
Built for the people who act on it.
Deal teams
Spend less time organizing documents and more time evaluating the deal.
Investment committees
Walk into a meeting with the deal history, document highlights, and thesis fit in one view.
Operating partners
See diligence findings and operating questions side by side before close.
Investment Screening keeps the documents and the deal questions in one place, not one folder and ten threads.
Related
Sits alongside.
See it against your own portfolio.
A 30-minute walkthrough using your asset classes and your metrics.
Request a demo