AI-Finance LabPrivate preview

04 · The lab / 03

Private Equity

Your desk: A fund with a pipeline of targets and a portfolio of companies.

03.1

Deal team

CIM screeningA CIM screened against your thesis in an hour, with a pass or dig-deeper verdict.Join to openLBO modelAn LBO model from the CIM with returns under three cases.Join to openIC memoAn IC memo draft with the risks written as sharply as the upside.Join to open
03.2

Due diligence

Data room reviewA data room index with the red flags surfaced in the first pass.Join to openQuality of earningsAdjusted EBITDA with every add-back questioned and sourced.Join to openMarket diligenceMarket size, growth and share triangulated from three sources.Join to open
03.3

Portfolio & LPs

Portfolio KPI monitoringEvery portfolio company's KPIs in one view, with the ones off plan flagged.Join to openStandardize company reportsTwelve company reports in twelve formats turned into one.Join to openQuarterly LP reportA quarterly LP report draft from the numbers you already have.Join to open