The platform

The workspace that thinks like your deal team

Every deal in one place. The AI does the heavy lifting; your team makes the calls.

At a glance

Everything your deal team needs, in one view

Your pipeline

Every deal in motion, and a single list of what needs your attention.

The deal

Process, documents, analysis and memo, side by side.

The assistant

Ask anything about the company. Every answer points to its source.

Inside the workspace

From first look to final memo

Screening · Tallowagainst: Vertical software v2.1
Buyer already has the budgetstrong §3
Holds the transaction, not the workflowunclear §2
Repeat expansion inside accountsstrong §4
Founders have run the operationweak §5
Comparables2 ours · 3 public
Drafted: take a meeting · passyour call

Screening, against your thesis

Every deck scored against your thesis, with the reply already drafted.

Files · 20 uploaded, encryptedlabelled on upload
Pitch deck Sep 2026.pdfInternal
ARR schedule Aug 2026.xlsxConfidential
Meridian MSA extract.pdfConfidential
Payroll and salary detail.csvRestricted · 3 IDs, 3 IBANs
Founder email thread.emlSealed · people only
Untitled scan notes.txtConfidential · confirm?

Files, secured on arrival

Upload the data room. Every file is classified and encrypted before anyone touches it.

Plan · Revenue qualityNothing spent yet
ARR schedule Aug 2026.xlsxConfidential · reads
Meridian MSA extract.pdfConfidential · reads
Deck, traction slideInternal · reads
Payroll and salary detail.csvheld back
Top-10 customer contractsmissing · will be reported
3 documents will be readOnly search terms leave

The plan, before the spend

Scope, sources and cost, approved by you before anything runs.

Finding · Revenue qualityAI-written pending
Stated ARR is €2.4m. Contracted ARR is €1.9m.

Two accounts worth €0.5m are on pilot terms, cancellable on 30 days' notice. The summary tab counts them as contracted.

ARR schedule · By customer!A1:F22Meridian MSA · §4.2
Worked under: Revenue quality v1.4 · “never the summary tab alone”

Findings you can verify

Every claim links to the exact passage it rests on. You decide what counts.

Outbound queries · Competitive landscapechecked before sending
Is Northlane's 3.2% capped commission with Meridian below market?
freight procurement platform commission rates, share of awarded spend
rewritten the rate and the customer come from an executed contract. Web search · public
Has Meridian Group given notice on its contract with Northlane?
not asked every form of it reveals the relationship. Put it to the founders or a reference call.
road freight software, European market size 2025
sent Web search · public · filed as a source

Research that stays discreet

Market evidence from trusted sources, gathered without revealing the deal.

IC memo · Northlane ABAccepted findings only
Commercial and financial
Contracted ARR is €1.9m against a stated €2.4m; the gap is two pilot accounts on 30-day terms. 1, 2
Top account is 31% of contracted ARR, with no early-termination right. 3
Stated as unexamined
Backchannel references · human step, not started.
Sources · 1. ARR schedule Aug 2026, By customer!A1:F22 · 2. Meridian MSA extract, §4.2 · 3. Meridian MSA extract, §11

A memo ready for IC

Assembled from approved findings, in the format your committee expects.

Who does what is your call

Decide which steps the AI handles, which stay with your team, and which are shared.

Your method, step by step

Encode your diligence playbook once. Every analyst, on every deal, follows it.

Your insight, on the record

Reference calls and your own findings sit alongside the AI’s, sourced the same way.

Swedish, not just translated

Interface, process, screening and memo template, all of it. ENSV

See the workflows →

Portfolio

Every live deal, ranked by what is holding it up.

Usage, capped and visible

The AI and the data sources are included up to a monthly cap, enforced on the server. Every call is logged with what it cost.

One policy, firm-wide

Decide once which models may see what. Configuration is an administrator’s, the thesis and the process a partner’s, the deal an analyst’s.

See it on one of your deals

Bring a live deal. We’ll show you what Navent does with it.