How do you handle data security and confidentiality?

Engagements are NDA-protected and built to the principle of least privilege. Systems are deployed inside your own environment and accounts, access is scoped to exactly what each workflow needs, and every action is logged for a full audit trail. We never move fund or portfolio data somewhere it doesn't belong.

Do you need access to our data room and systems?

Only the specific systems a given workflow touches, with scoped permissions. The Diligence Engine reads a deal's data room; Portfolio Monitor connects to portfolio reporting; LP Operations connects to your fund admin and CRM. Each is configured per fund and can be piloted in isolation before anything is connected end to end.

How are engagements priced and scoped?

Fixed scope, fixed price. Most funds start with a 4 to 8 week pilot on a single workflow, then expand. We also offer an embedded model across multiple workflows and a full-build of the complete platform. You get a one-page scope with a fixed timeline before any work begins.

Can you provide references?

Yes, references from comparable funds are available under NDA on request. Because engagements are confidential, we share them privately rather than publishing client names.

Do these integrate with our existing fund CRM and tools?

Yes. The systems are built to connect to the stack you already run, your CRM, data room, fund administration, and reporting tools, rather than replacing them. The goal is one continuous flow across the tools you have, not another silo.

PE Deal Operations · NDA-protected

Private equity deal operations, run end to end.

Five systems that run your deal operations end to end, from sourcing through LP reporting. Configured per fund. Deployed under NDA.

Request an introductory call Request the PE playbook

systemlive

workflows: 5
avg pilot: 4 to 8 wks
engagement: NDA
references: on request
build order: 12 wks

§ 01 / Five workflows

The five workflows

Each one runs a stage.
Together they run the deal.

Configure per fund. Each workflow is a discrete system you can pilot in isolation, then connect to the others as the engagement deepens.

§01 Source

Deal Sourcer

Every target, sourced, scored, and in your CRM.

Automated target sourcing, scoring against your thesis, and clean intake into your deal CRM, so your pipeline is never limited by analyst hours.

View workflow →

§02 Diligence

Diligence Engine

A 200-page CIM to a one-page memo in minutes.

Automated document review, risk flagging, and first-draft memo generation across the data room, so your team spends its time on judgment, not reading.

View workflow →

§03 Signal

Early Signal

See deals 6 to 12 months before they reach the market.

Continuous monitoring of advisor changes, executive departures, and market signals that precede a process, so you're in the room before the banker calls.

View workflow →

§04 Monitor

Portfolio Monitor

Continuous portco health scoring, with alerts before things break.

Always-on health scoring across the portfolio that surfaces the company that needs attention, and tells the right partner before it becomes a board problem.

View workflow →

§05 LP Ops

LP Operations

Capital calls and personalized LP reporting, automated.

Capital calls, signatures, and personalized quarterly reporting handled end to end, so investor relations scales without scaling the team.

View workflow →

Get started

See these five systems configured for your fund.

Request an introductory call

§ 02 / Lifecycle

How it works together

One continuous flow. From signal to LP distribution.

[01] A deal moves through the platform as one continuous flow. Deal Sourcer keeps a thesis-aligned pipeline full and scored. When a target advances, Diligence Engine turns the data room into a structured first-pass memo your team can act on.

[02] Early Signal works ahead of all of it, surfacing companies likely to come to market months early, so the best opportunities reach you before they're a competitive process.

[03] Once a deal closes, Portfolio Monitor watches the company's health continuously and alerts the responsible partner before problems surface, while LP Operations handles capital calls and personalized reporting, so investor relations scales without the team scaling with it.

§ 02.5 / Data flow

Deal-ops data flow

How a deal moves through the platform.

[WATCH]

Early Signal

thesis + market

[SCAN]

Deal Sourcer

thesis-aligned

[READ]

Diligence

data-room

[TRACK]

Portco

post-close

[DISTRIBUTE]

LP Ops

capital + reports

§ 02.7 / Cost of standing still

Cost of standing still

Manual deal ops isn't free. It's the most expensive line item most funds don't track.

01Analyst hours saved per fund per year1,800+Across sourcing, scoring, intake.
02Time-to-memo reduction70%CIM to one-page first draft.
03Average signal lead on a process6 to 12 moBefore it reaches the market.

§ 03 / Build order

Recommended build order

A 12-week path to the full platform.

Phase	Workflow	Outcome
01Weeks 1 to 3	Deal Sourcer	Stand up thesis-aligned sourcing and CRM intake first, pipeline value from day one.
02Weeks 4 to 6	Diligence Engine	Add automated data-room review and first-draft memos as deals start flowing in.
03Weeks 7 to 8	Early Signal	Layer in leading-indicator monitoring so you see processes forming early.
04Weeks 9 to 10	Portfolio Monitor	Connect portfolio data and switch on continuous health scoring.
05Weeks 11 to 12	LP Operations	Automate capital calls and personalized reporting to close the loop.

§ 04 / Engagement

Engagement model

We typically engage in 12-week pilots. Engagements are NDA-protected, and references are available under NDA. Choose the depth that fits.

T-01

Pilot

A single workflow, proven on your data over 4 to 8 weeks. The lowest-risk way to see it work.

T-02Recommended

Embedded

We build and operate multiple workflows alongside your team, iterating as your process evolves.

T-03

Full Build

The complete deal-ops platform, all five workflows, built, integrated, and handed over.

§ 05 / Questions

Questions funds ask

Engagements are NDA-protected and built to the principle of least privilege. Systems are deployed inside your own environment and accounts, access is scoped to exactly what each workflow needs, and every action is logged for a full audit trail. We never move fund or portfolio data somewhere it doesn't belong.

A short, NDA-protected conversation about your deal operations and where automation fits. References provided under NDA.

Request an introductory callEncrypted intake

Private equity deal operations, run end to end.$ private_equitydeal_ops_

Each one runs a stage.Together they run the deal.

Deal Sourcer

Diligence Engine

Early Signal

Portfolio Monitor

LP Operations

One continuous flow. From signal to LP distribution.

How a deal moves through the platform.

Manual deal ops isn't free. It's the most expensive line item most funds don't track.

A 12-week path to the full platform.

Pilot

Embedded

Full Build

01How do you handle data security and confidentiality?

02Do you need access to our data room and systems?

03How are engagements priced and scoped?

04Can you provide references?

05Do these integrate with our existing fund CRM and tools?

$ ./request_intro_call_

Private equity deal operations, run end to end.

Each one runs a stage.
Together they run the deal.