Our automation solution optimizes deal flow management, so your team can focus on strategic decisions rather than manual processes.
Smart Intake & Capture
Automatically extract key deal data from emails, teasers, and investment memorandums and store it in SharePoint.
Document Management
Create structured folders, auto-file documents, and link related correspondence.
Non-Disclosure Agreement Automation
Generate NDAs from templates, check clauses, and streamline reviews.
Non-Binding Offer Tailoring: Information Structuring
Extract data from the Information Memorandum (IM) and automatically populate NBO templates, including:
Reasoning generation based on the company profile and deal DNA.
Fit analysis of the private equity fund’s investment strategy.
Purchase rationale tailored to the target’s characteristics.
We embrace our clients' challenges, deliver innovative solutions, and see every project through to success.
What is the benefit?
Save Time: Reduce analysts’ manual workload by up to 30%. Cut costs and save time: Free up resources. On average, our clients reduced analyst headcount by 1/3, saving €60,000-70,000 annually per analyst
Boost Quality: Automated checks minimize human errors and ensure compliance
Always On: Works 24/7, ensuring uninterrupted deal flow
Scalability: Works across all platforms for seamless integration
Full Data Control: Hosting remains entirely within your infrastructure, whether Azure, AWS, or your preferred setup. No external access to sensitive data
Who can profit:
From VC firms and M&A departments to private equity funds, our automations accelerate deal execution and improve decision-making.