Everything an engagement can do.

01

Sources enter a controlled envelope. Every file is fingerprinted, scanned, and tied to the engagement before any analysis runs.

Upload and connect

Bring in PDF, Word, Excel, PowerPoint, and email, or import directly from Box, SharePoint, and Intralinks. Folders and zip archives expand on arrival.

Outside-the-room enrichment

Pull a manager's SEC and Form ADV filings, recent news, and corporate-registry records into the engagement as first-class, citable sources — not pasted text.

Fingerprint and chain of custody

Each source is hashed with SHA-256 on arrival. That hash becomes the identity of every citation that depends on it, and every re-extraction is recorded against the source.

Content scanning

Every file passes a scanner that quarantines malicious payloads — and, when a House requires it, macro-bearing documents — before extraction.

02

Before a memorandum, get oriented. See what the room contains, what is missing, and what it says — with every answer tied back to a source.

Diligence checklist

Uploads are classified against the checklist for the engagement type, so you can see at a glance what has been provided, what is still outstanding, and what does not apply. Override any classification by hand.

Ask the data room

Put a question to the corpus and get an answer that cites the exact source spans it rests on. Questions the documents cannot support are refused, not guessed — interrogation with provenance, never a chat that invents.

First look and red-flag reads

Run a short, cited first read or a focused red-flag scan over the room before committing to a full workflow.

03

Eight workflows turn admitted sources into citation-anchored artifacts. Each runs the same stages every time, with citation requirements at every step.

Eight controlled workflows

Manager due diligence, direct IDD, operational due diligence, co-investment, secondaries, governance, tax structuring, and risk analysis — each a versioned pipeline, not a prompt session.

Risk registers and contradiction checks

Stages extract facts, reconcile figures against the model, build a risk register, and surface contradictions across documents before the committee meets.

Refusal over invention

A claim that cannot be cited is refused rather than asserted. The evidence standard does not bend to fill a section.

Sector fixtures

A fixture calibrates a workflow to an asset class — its own document set, its own thresholded risk flags, and a Releasability Score that grades a memorandum against the standard for that sector. Energy and data centres is live; four more are in development, one a month.

04

A draft is the start of partner judgment, not the end. Read the evidence, rerun a step, edit the prose, and lock a version that cannot drift.

Review console

A reviewer sees the draft against its citation coverage and flags, and can rerun any single workflow step without restarting the run.

Memorandum editor and version history

Principals edit the draft field by field. Every edit creates a new version with a full model-versus-House trail and a diff. An edit that adds a claim without a citation strips its evidence and blocks the lock until it is grounded.

Immutable lock

Locking a memorandum freezes the version. The committee pack and any share link are generated from the locked version alone.

05

Outputs leave the room as committee-ready artifacts, and everything that happened stays on the record.

Committee-ready export

Generate a typeset PDF of the locked memorandum for the investment committee.

Controlled share links

Mint read-only links to a locked memorandum with an expiry. Every open is counted and logged against the engagement.

Append-only audit trail

Intake, scans, retrieval, model calls, reviews, locks, exports, and shares are all recorded against the engagement in an append-only ledger.