PRIVATE EQUITY & VENTURE
You diligence software companies from inside a spreadsheet.
Firms that price operational excellence for a living often run their own deal flow, diligence, and portfolio monitoring on tools they would flag in a quality-of-earnings report. We build PE and VC firms the infrastructure their own operating partners would recommend.
The way it works now
Deal flow lives in a rented CRM bent halfway to the job. Diligence is a data-room fire drill repeated from scratch per deal. Portfolio companies report monthly in fourteen formats, and someone's associate re-keys them into the master spreadsheet. LP reporting season is an assembly project, and the firm's accumulated judgment (every deal seen, passed, lost, and won) is unqueryable.
What custom looks like
Deal-flow systems shaped to your actual funnel and thesis tags, where every sourced company, pass reason, and relationship compounds into a proprietary map of your market.
Diligence tooling: document-room analysis pipelines that extract, organize, and flag against your checklist, run privately.
Portfolio monitoring: company reporting collected in one structured format, validated on arrival, and rolled into fund-level views and LP reporting without the re-keying.
Where agents fit
Sourcing coverage: markets watched, signals gathered, and briefs drafted for partner review.
Reporting-package chasing across portfolio companies, on time, in the format your model expects.
First-pass diligence summaries with citations to the underlying documents, accelerating the human read.
Sound like your shop?
Tell us what your week actually looks like. First conversation is free, and it is with an engineer.