AI agent for private equity and searchers
We help you screen deals faster and with more confidence by intelligently scanning financial documents.
Home
Settings
Account
Deal Details
$380,000
Payroll
Revenue & Expenses
Documents
2023 Transactions34MB
2023 Bank Statement3MB
2023 Tax Return - Business108MB
2023 Tax Return - Carol Stone191MB
Credit Score
655
Updated 6 hours agoClient
CS
Client since 2014Carol Stone[email protected]
Online portal
Data extraction
Automated checks
KYBKYCCredit ScoreDTIAML
Document collection
2023 Tax Return
2022 Tax Return
2023 Q3 Transactions
Pre-qualification
Who we serve
Private Equity
Catch red flags by scanning the whole data room before ever getting the lawyers and accountants involved.
Searchers
Search fund searchers can save several months of search time by making their screening process more efficient.
Make faster deal decisions
We help you cut deal processing time by surfacing all the information you need in one place.
Revenue & Expenses
Deal size
$25,000,000
Documents
2023 Transactions34MB
2023 Bank Statement3MB
2023 Tax Return - Business108MB
2023 Tax Return - Carol Stone191MB
Credit Score
743
Updated 6 hours agoClient
CS
Client since 2014Carol Stone[email protected]
Automated Spreading
Request documents and get automated spreading on 100+ document types
Automated Reminders
Keep the seller in the loop with seamless communiation
The most important metrics at a glance
Dealing hundreds of documents and buisnesses is time consuming. We surface the most imporant metrics so you don't have to go looking for them.
Business
Owners
Documents
Financials
Deal
$5,300,000Working Capital
3 owners
Security
Security is at our core
We follow industry best practices to keep your data safe and secure
SOC 2Pending
Rigorous compliance for information security
Pen Testing
Regular security assessments by external experts
Encryption
State-of-the-art data protection at every level
24/7 Monitoring
Continuous threat detection and response
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