Combine AI speed with expert verification to deliver investment-grade IT assessments. Score risk, integration complexity, and Day 1 readiness across 12+ IT domains.
Three-Dimensional Deal Intelligence
Risk · Integration · Day 1 Readiness
Manual assessments are slow, inconsistent, and miss critical risks that surface post-close
Manual reviews take 4-8 weeks, delaying deal closure and creating competitive risk
Different consultants, different standards—no reliable way to compare opportunities
$50K-$150K per assessment in consulting fees, plus opportunity costs from delays
A structured workflow ensures nothing is missed and every finding is verified
Define scope, set category weights, configure rules, and establish assessment parameters before any analysis begins.
Target companies upload documents through a secure portal. Interview transcripts and manual inputs supplement the evidence base.
AI processes documents across 12+ IT domains. Experts verify findings, override AI where needed, and add professional commentary.
Senior reviewers certify the assessment. Generate deal memos, scorecards, and detailed reports for investment committees.
Go beyond a single score. Our platform evaluates every deal across three critical dimensions.
Weighted scoring across 12+ IT categories with red flag penalties. AI-generated with expert verification.
Five-level complexity rating from Standalone to Carve-Out Required. Includes TSA estimates and timeline projections.
Measures operational preparedness for day one post-close. Identifies blockers and critical dependencies.
Purpose-built portals for every stakeholder in the deal process
Conduct assessments, manage expert teams, white-label reports, and bill PE clients—all from one platform.
Portfolio-wide dashboards, deal scorecards, and standardized risk comparison across all target companies.
Simple, guided document upload portal with clear requirements and progress tracking. No training needed.
Enterprise-grade tools built for deal velocity
Everything DD firms need to run a scalable, branded due diligence operation. Apply your firm's identity to every client touchpoint.
Apply your firm's logo, colors, and branding to all client-facing reports and portals.
Manage multiple PE firm clients, their portfolios, and assessment pipelines from one dashboard.
Track usage, generate invoices, and manage billing across all your PE firm clients.
Assign analysts, reviewers, and certifiers. Control access with role-based permissions.
Create reusable assessment templates with pre-configured rules, weights, and category structures.
Add expert commentary, adjust findings, and customize every section before client delivery.
Join leading firms using AI-powered, expert-certified assessments to close deals faster