Family Office
Key Features
Transform your investment process from deal sourcing to portfolio management with AI-powered tools that accelerate every stage of your workflow
Deal Analysis
Upload CIMs & financials to generate valuation analysis & IC materials.
Valuation Analysis
Proprietary machine learning models generate thorough valuation analysis.
Comparable Transactions
Surface similar companies & benchmark valuation multiples.
Exit Frameworks
Model potential outcomes using market comps & exit multiples.
Fast Screening
Spot red flags, standout metrics, & unusual patterns in inbound deals.
Automated Reporting
Auto-generate IC memos, decks & one-pagers.
Portfolio Monitoring
Track portfolio performance with real-time dashboards.
Risk Analysis
Automate risk analysis and workflows to identify potential issues early.
How It Works
Our AI-powered platform transforms unstructured deal data into actionable investment insights through a streamlined process.
Upload Deal Materials
Securely upload investment documentation in any format for comprehensive analysis
AI Processing Engine
Advanced AI extracts, structures, and analyses data using proprietary machine learning models for comprehensive valuation analysis
Intelligent Data Extraction
AI-powered extraction of key metrics, financial data, and strategic insights from all uploaded materials
Data Structuring & Integration
Intelligent aggregation and standardisation of extracted data into unified, analysis-ready formats
Proprietary Valuation Models
Advanced machine learning models trained on decades of market data conduct sophisticated valuation analysis
Analysis & Due Diligence
Comprehensive evaluation platform for reviewing analysis, testing assumptions, and conducting thorough due diligence
Data Transparency
Complete transparency with line-by-line data sourcing and original document references
Scenario Modeling
Dynamic scenario testing with real-time sensitivity analysis and assumption validation
Valuation Analysis
Review and conduct comprehensive valuation analysis using proprietary AI models
Comparable Analysis
Benchmark against 95,000+ companies with detailed transaction data
Risk Assessment
Conduct thorough risk assessments and review mitigation strategies
Due Diligence
Automate manual due diligence workflows and processes
Automated Reporting
Generate professional investment materials and comprehensive reports automatically
Portfolio Monitoring
Ongoing portfolio management with customised dashboards and automated workflows for continuous monitoring
Ready to automate your investment workflows?
Turn hours of manual work into minutes of thorough, reliable analysis. Book a personalised demo or speak with our team.