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Solutions / Private equity

Private equity

Diligence

Run diligence on one record across the whole deal team.

Diligence updated

Updated just now

On the recordLive
StatusOn the record
AccessPer document
Hands off toPortfolio monitoring

Advising your first sell-side mandate? Put the whole deal on one record.

Get started

One platform, the whole deal

Every stage of the mandate runs on the same record — no exports, no version chasing, no retyping.

Core features

Permissioned data room

Admit each party only to the files you name, with every view watermarked and written to the trail.

Learn more
Access granted
Deal data room
FinancialsGranted
SPA draftGated
Management packGranted
Tax packGated

One stage in, one stage out

Reads from

Deal origination

The record arrives already carrying what the previous stage completed.

This stage

Diligence

Run diligence on one record across the whole deal team.

Hands off to

Portfolio monitoring

Nothing is exported or re-keyed. The next stage opens on the same record.

Part of the Private equity

Originate deals. Run diligence. Exit clean.. Jump to any other module on the same record.

In this module

Diligence

Run diligence on one record across the whole deal team.

Join the waitlist →

The same deal, weeks sooner

Half the calendar, same result

Because every stage reads and writes the same record, the work no longer waits in a queue. A typical sell-side mandate closes in about eight weeks instead of fourteen.

Without the M&A EngineStage after stage
14 weeks
With the M&A EngineStages run together
8 weeks
6 weeks saved
One record

Everything reads the same figures

Valuation, the CIM and Q&A draw on one set of statements, so a stage can start before the last one is filed.

No re-keying

Nothing is exported or retyped

Work moves between stages on the record itself, so the days lost to reconciling versions simply disappear.

Fix once

One correction, everywhere

Change a number a single time and it flows to every stage downstream in the same moment.

FAQs

You have questions, we have answers.

No. Diligence runs on the same record as every other module, so nothing is exported, emailed or retyped as the deal moves between stages.

Run Diligence on one shared record.

Bring the whole mandate onto one record — no exports, no version chasing, no retyping between stages.

Get early access

We’re opening access in stages, starting with the firms whose process is closest to what the modules already handle.

How access opens