Your firmrelationships, market intelligence, knowledge, content, internal ops
Your fundsfund and entity admin, valuations, LP reporting, wind-down
Your dealssource, evaluate, transact, own, exit
Your portfolio companiessales, operations, finance, product inside each holding
Surfaces
dashboards, artifacts, agents and workspaces, built per workflow
SignalTime
Dashboards & signal mailsweekly market signal, KPI and covenant views, pipeline analytics, readiness scoresmarket intelmonitoringpipeline
Artifact generatorsLP decks and letters, memo skeletons, screen memos, NDAs and NBOs, valuation bridges, board prep briefsLP reportingIC memolegalboard packs
Agents & chasersdealbot replies, stale-entry and action nudges, late-numbers chase, dunning, re-engage triggersdealbotnudgesportco ops
Workspaces & platformsDD workspace, closing workspace, value-creation platform, standing vendor data room, portco dev substrateDDVCPexit room
Context
the firm's model: what every workflow reads and writes
Truth
Captured truth given
Records of truthledgers, cap tables, deals and terms
The corpusevery document, searchable and linked
Derived intelligence built
Synthesesresearched views on sectors and value
Scorestargets and buyers, ranked by fit
Signalsalerts on covenants, KPIs and deadlines
Data Engines & Agents
acquire your data, then make sense of it
Scale
Acquire pull in
Connectsyncs your CRM, ledgers and bank
Extractpulls the data out of documents
Capturelogs email, meetings and calls
Sourcefinds companies and contacts online
Reason make sense
Researchresearches a company, market or person
Monitorspots changes and raises a flag
Scorerates targets and buyers by fit
Your ops stack today
structured truth, siloed: the gap is the silo, not the mess
Structured systems of record (siloed)
Affinity (CRM)
Portco ledgers
Fund admin (Fundrbird)
Deal sourcingInven.ai
Bank & fund recordsstatements, LPA, admin output
Semi-structured stores
Document management
Word, PowerPoint
Word, PowerPointEmail
Notion
Public: the entire internet
Entity & registry data
UBO, deeds
UBO, deedsMarket data
press
pressThe webnews, filings, company sites: the whole public record
Infra, security and people
models, evals, training, security under every layer
Control
Models & computecloud where fine, on-premise where confidentiality demands itAI capability
Evals & qualityevery shipped workflow measured for accuracy and drifteval harness
Human enablementtraining on real workflows, bundled into every engagementenablement
Security & Confidentiality
Open
Balanced
Restricted
Gatewayruns in your tenant
identity & access (your SSO)
PII detection & handling
router, by data class
full audit log
1Vendor APIsOpen
Where it runsEnterprise API (Anthropic, OpenAI) or Azure OpenAI in your own tenant.
Where data goesLeaves the tenant under a zero-retention contract; never used for training.
2Hosted cloud, open modelsBalanced
Where it runsOpen-weight model on EU cloud, in your own tenant.
Where data goesStays inside the EU and your cloud boundary; never reaches a vendor.
3On-prem, local modelsRestricted
Where it runsLocal open model on a dedicated workstation inside the firm.
Where data goesNever leaves the building; air-gapped option.