Workflows

Eight controlled workflows for high-stakes capital decisions.

Diligence OS turns admitted source materials into citation-anchored artifacts across fund diligence, deal review, operational due diligence, co-investment, secondaries, governance, tax structuring, and risk analysis.

Request an introduction →

Fund diligence

Manager IDDManager due diligenceA 25–40 page memorandum with a redline of the LPA against your House standard, an IC pack, and a risk register — all anchored to the underlying documents by hash.Read workflow →

Deal and co-investment

Direct IDDDirect-investment IDDA memorandum on a single direct investment, anchored to filings, decks, and counterparty material. Every claim cites a source span, assertions the documents do not support are refused, and planted red flags are surfaced in a severity-ordered risk register.Read workflow →

Operational risk

ODDOperational due diligenceA controls-and-operations review on a manager. SOC reports, valuation policy, service providers, business continuity — read together, with exceptions surfaced and follow-up questions written next to each.Read workflow →

RISK ANALYSISRisk analysisPoint the chamber at a data room and get a defensible risk register: one cited row per risk, ranked by severity, with a follow-up question written next to every critical and high item.Read workflow →

Governance and structuring

GovernanceFamily-governance memorandumA governance memorandum keyed to the existing investment policy statement and the family constitution, with a decision log the next generation can read without explanation.Read workflow →

Tax briefTax-structuring briefA draft brief on a tax-structuring question, keyed to the term sheet and prior structures the House has used, marked "not tax advice" and routed to external counsel for review and execution.Read workflow →

Each workflow is a versioned pipeline — not a chat session. Sources enter an admitted envelope; stages run with citation requirements; partners review before the artifact is locked.

Request an introduction →