/ Boutique Managers
Grow AUM
Without Growing Overhead
Close more deals, expand faster, and stay lean with end-to-end automation
/ Feature
Automated Deal Workflows
Prebuilt and customizable flows that automate screening, modeling, and diligence.
Run your deal process with workflow automation, from intake to IC memo
Customizable steps to match your firm’s actual investment motion
Removes repetitive work so your team can focus on judgment, not logistics
/ Feature
Instant Deal Ingestion & Analysis
Drag-and-drop ingestion that parses financials, rent rolls, and legal docs into structured, underwritable deal profiles.
Supports Excel models, rent rolls, offering memos, PDF docs, and more
Auto-extracts key deal terms, risks, and financial logic
Eliminates time wasted on file prep and formatting
/ Feature
Tacit Knowledge Compounded
Every deal builds your internal playbook: capturing key terms, decisions, and rationale that sharpen future calls
Stores past underwriting logic and IC rationale
Importable insights across deals, comps, and team decisions
Reduces knowledge loss from analyst turnover or team growth
/ Feature
Plug-and-Play AI Capability
Adopt institutional-grade AI infrastructure without building an internal data science team.
Prebuilt infrastructure that fits your existing workflows
No-code deployment
Adapts to your firm’s strategy without custom dev work
