Filter by team:

All

Admin

Business Development

Fund Ops

Finance

HR & Talent

Investment

Investor Relations

Legal & Accounting

Marketing & Comms

Risk & ESG

Value Creation

Near real-time analysis of accounting data

Analyse accounting data from Datev

Faster execution

Improved quality

Liquidity monitoring

Analyse on liquidity anomalies based on factors like missing data, outliers, negative cash balance

Mitigated risk

Freed up human focus

Procurement optimization

Analyse vendor spendings to identify procurement savings

Increased throughput

Freed up human focus

Ensured accuracy

Reduced costs

Market screening

Analyze portfolio distribution by industry and risk category

Enabled scalability

Mitigated risk

Standardized processes

Talent analytics

Analyze talent gaps & skill shortages across portfolio

Mitigated risk

Reduced costs

Improved quality

Cybersecurity assessment

Assess cybersec posture of portfolio companies by scanning code and security reports

Mitigated risk

Ensured accuracy

Enabled scalability

Risk management

Assess insolvency risk to prioritize interventions

Mitigated risk

Ensured accuracy

Founder/team assessment

Assess management team strength from internal and external data sources

Ensured accuracy

Mitigated risk

Fund operations

Assess total exposure (incl. follow-ons) for concentration analysis

Ensured accuracy

Enabled scalability

NDA review, Legal review

Auto-markup NDA drafts with standard comments and clauses

Standardized output

Freed up human focus

Eliminated manual copy-pasting

Fundraising Q&A

Automate investor DD questionnaires

Standardized output

Faster execution

Eliminated manual copy-pasting

LP compliance

Automate LP KYC checks

Ensured compliance

Standardized processes

Valuation analysis

Benchmark a target vs peers for valuation accuracy

Improved quality

Ensured accuracy

Standardized output

Operational efficiency

Benchmark cost and operating expenses vs peers

Reduced costs

Improved quality

Enabled scalability

Valuation Analysis

Build defensible valuation models based on historic and market data

Ensured accuracy

Faster execution

Standardized processes

Cap table management

Build rule-based cap tables focusing on share classes, allocations, and reallocation scenarios

Ensured compliance

Improved quality

Company valuation

Calculate company valuation based on historical valuations and Reuters data for better defensibility

Improved quality

Standardized processes

Enabled scalability

Portfolio valuation

Calculate IRR trends from fund performance data

Improved quality

Faster execution

Ensured accuracy

Portfolio monitoring

Calculate run rate from disparate data sources

Faster execution

Mitigated risk

Ensured accuracy

Exit benchmarking

Catalogue exits and multiples for realized return reporting

Freed up human focus

Enabled scalability

Ensured accuracy

Performance Monitoring

Compare business performance based on historical and real-time data to identify improvements

Mitigated risk

Reduced costs

Faster execution

LP reporting

Compare current vs prior quarter fund performance

Ensured accuracy

Faster execution

Target profiling

Compile six-month deal and sourcing activity overview for fund

Standardized output

Ensured compliance

Post-exit review, Sell-side due diligence

Conduct post-exit performance debriefs with key metrics

Standardized output

Improved quality

Faster execution

Performance reporting

Consolidate entity reports to detect risks, outliers, and performance shifts

Faster execution

Mitigated risk

Reduced costs

Valuation and portfolio oversight

Consolidate recent round valuations for record accuracy

Ensured accuracy

Improved quality

Eliminated manual copy-pasting

Decision documentation

Create audit log by extracting key decisions, timestamps, and signatories from memos and board notes

Freed up human focus

Ensured compliance

ESG assessment

Create ESG scores of portfolio companies using standardized criteria

Ensured compliance

Mitigated risk

Improved quality

Market research, industry research

Create industry reports from market trends, competitor analysis

Enabled scalability

Ensured accuracy

Standardized processes

Ownership and equity management

Create post-round cap table draft

Freed up human focus

Standardized output

Management reporting

Create Q2 LP update with highlights and risks

Mitigated risk

Faster execution

IT Integration

Create recommendations for IT integration like system compatibility or security protocols

Mitigated risk

Improved quality

Ensured compliance

Scenario modeling

Create scenario plans using recent performance data

Improved quality

Enabled scalability

Tax reporting

Create tax compliance summaries across jurisdictions

Ensured compliance

Faster execution

Improved quality

Post-Merger Integration

Design post-merger org structures for team mapping and talent redeployment

Ensured accuracy

Enabled scalability

Strategic research

Determine market size from reliable sources

Improved quality

Ensured accuracy

Change Management

Draft consistent stakeholder communications

Improved quality

Freed up human focus

Standardized processes

Post-Merger Integration

Draft TSA templates based on past agreements

Standardized output

Faster execution

Eliminated manual copy-pasting

Sell-side due diligence

Evaluate CIM quality and completeness for deal readiness

Improved quality

Ensured accuracy

Reduced costs

Go-to-market due diligence

Evaluate go-to-market plausibility with structured criteria

Improved quality

Ensured accuracy

Mitigated risk

Valuation benchmarking

Evaluate revenue projection assumptions in CIMs

Ensured accuracy

Improved quality

Mitigated risk

Key financials extraction

Export PDF tables to Excel

Increased throughput

Ensured accuracy

Eliminated manual copy-pasting

Due diligence

Extract due-diligence insights and risks from VDR

Mitigated risk

Faster execution

Due diligence, ESG reporting

Extract female manager ratio from CIM

Faster execution

Freed up human focus

Eliminated manual copy-pasting

Data extraction, Target screening, Due diligence

Extract financial KPIs from CIM—revenue, CAGR, EBITDA margin, runway

Freed up human focus

Ensured accuracy

Faster execution

Eliminated manual copy-pasting

Target screening, Due diligence

Extract org-chart metrics like total headcount and department sizes from CIM

Ensured accuracy

Faster execution

Improved quality

Eliminated manual copy-pasting

Financial data extraction

Extract tables from registry reports like Bundesanzeiger to reduce manual effort

Eliminated manual copy-pasting

Faster execution

Ensured accuracy

Portfolio risk management

Forecast a companie's funding needs using financial data and trends

Ensured accuracy

Mitigated risk

Financial forecasting

Forecast MRR/ARR with scenario analysis

Ensured accuracy

Improved quality

Freed up human focus

Stakeholder risk tracking

Gather and analyse LP feedback for specific fund

Mitigated risk

Ensured compliance

Improved quality

Enabled scalability

Presentation creation

Generate branded slide decks

Improved quality

Faster execution

Standardized output

Scenario planning

Generate financial best/base/worst case scenarios

Freed up human focus

Faster execution

Ensured accuracy

Regulatory reporting

Generate regulatory reports for Bafin or Bundesbank

Ensured compliance

Ensured accuracy

Target screening, Due diligence

Generate tailored due diligence checklist for target

Standardized output

Faster execution

Financial statement review

Highlight anomalies in annual financial statements, e.g. revenue variances, expense spikes

Mitigated risk

Ensured accuracy

Target scoring

Highlight top portfolio risks, consolidating multiple data sources to mitigate risks

Mitigated risk

Enabled scalability

Target screening

Identify a target's USP for pitch refinement

Ensured accuracy

Faster execution

Improved quality

Ownership and legal structuring

Identify co-investor structures concerning rights, vetoes, and syndication risks

Mitigated risk

Ensured accuracy

Ensured compliance

Competitor research, Target screening, Due diligence

Identify competitors by logo

Ensured accuracy

Faster execution

Eliminated manual copy-pasting

Integration planning

Identify cost synergies for merging entities

Reduced costs

Improved quality

Value creation

Identify cross-portfolio synergies by analyzing product, service and customer overlap

Increased throughput

Improved quality

Reduced costs

Due diligence, Deal flow tracking

Identify investments pending final IC review

Improved quality

Business model validation

Identify legal and regulatory risks in deal documents

Mitigated risk

Standardized processes

Data room management, Sell-side due diligence

Identify missing deal documents to complete data room

Mitigated risk

Improved quality

Operational monitoring

Identify missing KPIs for complete investor reporting

Improved quality

Ensured accuracy

Ensured compliance

Task and process automation

Identify overdue portfolio reporting to trigger follow-up

Freed up human focus

Enabled scalability

Ensured compliance

Grant and funding analysis

Identify public grant/funding programs and subsidies for portfolio companies

Enabled scalability

Reduced costs

Due diligence

Identify risks and red flags in DD documents, VDR

Mitigated risk

Faster execution

Ensured accuracy

Due Diligence, Internal Operations

List scheduled management meetings for the week

Faster execution

Freed up human focus

Event monitoring

List upcoming PE events & conferences in the next 2 quarters

Freed up human focus

Target screening, Market intelligence

Monitor competitor activity from news or analyst feeds, clustering moves by market entry and funding round

Mitigated risk

Enabled scalability

Standardized processes

Covenant compliance monitoring

Monitor debt covenant compliance across portfolio companies

Ensured compliance

Mitigated risk

Freed up human focus

Meeting and communications review

Monitor LP interest and engagement in fundraising via signals from calendar, notes, CRM

Faster execution

Standardized processes

Due Diligence, Internal Operations

Monitor open tasks assigned to team members

Faster execution

Freed up human focus

Standardized processes

Reputation and risk monitoring

Monitor press mentions of portfolio company

Enabled scalability

Mitigated risk

Improved quality

Regulatory monitoring

Monitor relevant regulatory and policy changes for portfolio companies

Mitigated risk

Ensured compliance

Reduced costs

Investor communication

Perform sentiment analysis on investor call transcripts

Freed up human focus

Faster execution

Improved quality

Performance monitoring

Pinpoint top-performing investments for reallocation

Increased throughput

Ensured accuracy

Enabled scalability

Risk management

Predict market and geopolitical risk scenarios

Mitigated risk

Enabled scalability

Board reporting

Prepare board meeting materials, report and presentation

Freed up human focus

Improved quality

Eliminated manual copy-pasting

Capital call management

Prepare capital call scheduling and investor communications

Standardized output

Freed up human focus

Faster execution

Deal sourcing

Recommend deal flow for new opportunities based on e.g. past deals, market conditions

Increased throughput

Faster execution

Target research, Due diligence

Retrieve competitor valuations

Improved quality

Ensured accuracy

Valuation and reporting

Retrieve NAV from multiple systems for LP reporting

Ensured compliance

Enabled scalability

Ensured accuracy

Contract analysis, Executive monitoring, Portfolio tracking

Retrieve notice periods of all Portco CEOs

Faster execution

Standardized processes

Freed up human focus

Cap table review

Scan cap tables to detect ownership red flags

Mitigated risk

Ensured accuracy

Standardized output

Target screening, Pipeline generation

Scan news and financial databases for add-on acquisition targets

Increased throughput

Enabled scalability

Freed up human focus

Investment fit assessment

Score a targets fit for own investment/fund thesis

Enabled scalability

Increased throughput

Standardized processes

Target screening

Screen targets annual accounts to identify financial health, growth potential, and strategic fit

Reduced costs

Faster execution

Mitigated risk

Internal decision support

Summarize CIM highlights automatically

Faster execution

Improved quality

Target screening

Summarize internal emails for target from last four weeks

Freed up human focus

Faster execution

Contract analysis

Summarize key terms of shareholders’ agreements

Mitigated risk

Standardized processes

Due diligence, Reporting

Summarize marketing & DD documents

Faster execution

Ensured accuracy

Compliance and legal admin

Track contract expiration dates to alert on renewals

Mitigated risk

Target screening, Market insights

Track HealthTech, ClimateTech & FinTech industry trends

Faster execution

Improved quality

Task management

Track LP reporting deadlines and delivery dates, flag delays and draft reminder emails

Ensured compliance

Faster execution

Investor relations

Track LP-specific KPIs and fulfillment

Ensured compliance

Ensured accuracy

Faster execution

Deal screening

Track monthly deal-flow to assess funnel relevance

Standardized processes

Increased throughput

Deal flow intelligence

Track peer fund investment activity in AI space

Faster execution

Freed up human focus

Performance reporting

Track revenue and EBITDA growth since last period

Ensured compliance

Faster execution

Filter by team:

All

Admin

Business Development

Fund Ops

Finance

HR & Talent

Investment

Investor Relations

Legal & Accounting

Marketing & Comms

Risk & ESG

Value Creation

Near real-time analysis of accounting data

Analyse accounting data from Datev

Faster execution

Improved quality

Liquidity monitoring

Analyse on liquidity anomalies based on factors like missing data, outliers, negative cash balance

Mitigated risk

Freed up human focus

Procurement optimization

Analyse vendor spendings to identify procurement savings

Increased throughput

Freed up human focus

Ensured accuracy

Reduced costs

Market screening

Analyze portfolio distribution by industry and risk category

Enabled scalability

Mitigated risk

Standardized processes

Talent analytics

Analyze talent gaps & skill shortages across portfolio

Mitigated risk

Reduced costs

Improved quality

Cybersecurity assessment

Assess cybersec posture of portfolio companies by scanning code and security reports

Mitigated risk

Ensured accuracy

Enabled scalability

Risk management

Assess insolvency risk to prioritize interventions

Mitigated risk

Ensured accuracy

Founder/team assessment

Assess management team strength from internal and external data sources

Ensured accuracy

Mitigated risk

Fund operations

Assess total exposure (incl. follow-ons) for concentration analysis

Ensured accuracy

Enabled scalability

NDA review, Legal review

Auto-markup NDA drafts with standard comments and clauses

Standardized output

Freed up human focus

Eliminated manual copy-pasting

Fundraising Q&A

Automate investor DD questionnaires

Standardized output

Faster execution

Eliminated manual copy-pasting

LP compliance

Automate LP KYC checks

Ensured compliance

Standardized processes

Valuation analysis

Benchmark a target vs peers for valuation accuracy

Improved quality

Ensured accuracy

Standardized output

Operational efficiency

Benchmark cost and operating expenses vs peers

Reduced costs

Improved quality

Enabled scalability

Valuation Analysis

Build defensible valuation models based on historic and market data

Ensured accuracy

Faster execution

Standardized processes

Cap table management

Build rule-based cap tables focusing on share classes, allocations, and reallocation scenarios

Ensured compliance

Improved quality

Company valuation

Calculate company valuation based on historical valuations and Reuters data for better defensibility

Improved quality

Standardized processes

Enabled scalability

Portfolio valuation

Calculate IRR trends from fund performance data

Improved quality

Faster execution

Ensured accuracy

Portfolio monitoring

Calculate run rate from disparate data sources

Faster execution

Mitigated risk

Ensured accuracy

Exit benchmarking

Catalogue exits and multiples for realized return reporting

Freed up human focus

Enabled scalability

Ensured accuracy

Performance Monitoring

Compare business performance based on historical and real-time data to identify improvements

Mitigated risk

Reduced costs

Faster execution

LP reporting

Compare current vs prior quarter fund performance

Ensured accuracy

Faster execution

Target profiling

Compile six-month deal and sourcing activity overview for fund

Standardized output

Ensured compliance

Post-exit review, Sell-side due diligence

Conduct post-exit performance debriefs with key metrics

Standardized output

Improved quality

Faster execution

Performance reporting

Consolidate entity reports to detect risks, outliers, and performance shifts

Faster execution

Mitigated risk

Reduced costs

Valuation and portfolio oversight

Consolidate recent round valuations for record accuracy

Ensured accuracy

Improved quality

Eliminated manual copy-pasting

Decision documentation

Create audit log by extracting key decisions, timestamps, and signatories from memos and board notes

Freed up human focus

Ensured compliance

ESG assessment

Create ESG scores of portfolio companies using standardized criteria

Ensured compliance

Mitigated risk

Improved quality

Market research, industry research

Create industry reports from market trends, competitor analysis

Enabled scalability

Ensured accuracy

Standardized processes

Ownership and equity management

Create post-round cap table draft

Freed up human focus

Standardized output

Management reporting

Create Q2 LP update with highlights and risks

Mitigated risk

Faster execution

IT Integration

Create recommendations for IT integration like system compatibility or security protocols

Mitigated risk

Improved quality

Ensured compliance

Scenario modeling

Create scenario plans using recent performance data

Improved quality

Enabled scalability

Tax reporting

Create tax compliance summaries across jurisdictions

Ensured compliance

Faster execution

Improved quality

Post-Merger Integration

Design post-merger org structures for team mapping and talent redeployment

Ensured accuracy

Enabled scalability

Strategic research

Determine market size from reliable sources

Improved quality

Ensured accuracy

Change Management

Draft consistent stakeholder communications

Improved quality

Freed up human focus

Standardized processes

Post-Merger Integration

Draft TSA templates based on past agreements

Standardized output

Faster execution

Eliminated manual copy-pasting

Sell-side due diligence

Evaluate CIM quality and completeness for deal readiness

Improved quality

Ensured accuracy

Reduced costs

Go-to-market due diligence

Evaluate go-to-market plausibility with structured criteria

Improved quality

Ensured accuracy

Mitigated risk

Valuation benchmarking

Evaluate revenue projection assumptions in CIMs

Ensured accuracy

Improved quality

Mitigated risk

Key financials extraction

Export PDF tables to Excel

Increased throughput

Ensured accuracy

Eliminated manual copy-pasting

Due diligence

Extract due-diligence insights and risks from VDR

Mitigated risk

Faster execution

Due diligence, ESG reporting

Extract female manager ratio from CIM

Faster execution

Freed up human focus

Eliminated manual copy-pasting

Data extraction, Target screening, Due diligence

Extract financial KPIs from CIM—revenue, CAGR, EBITDA margin, runway

Freed up human focus

Ensured accuracy

Faster execution

Eliminated manual copy-pasting

Target screening, Due diligence

Extract org-chart metrics like total headcount and department sizes from CIM

Ensured accuracy

Faster execution

Improved quality

Eliminated manual copy-pasting

Financial data extraction

Extract tables from registry reports like Bundesanzeiger to reduce manual effort

Eliminated manual copy-pasting

Faster execution

Ensured accuracy

Portfolio risk management

Forecast a companie's funding needs using financial data and trends

Ensured accuracy

Mitigated risk

Financial forecasting

Forecast MRR/ARR with scenario analysis

Ensured accuracy

Improved quality

Freed up human focus

Stakeholder risk tracking

Gather and analyse LP feedback for specific fund

Mitigated risk

Ensured compliance

Improved quality

Enabled scalability

Presentation creation

Generate branded slide decks

Improved quality

Faster execution

Standardized output

Scenario planning

Generate financial best/base/worst case scenarios

Freed up human focus

Faster execution

Ensured accuracy

Regulatory reporting

Generate regulatory reports for Bafin or Bundesbank

Ensured compliance

Ensured accuracy

Target screening, Due diligence

Generate tailored due diligence checklist for target

Standardized output

Faster execution

Financial statement review

Highlight anomalies in annual financial statements, e.g. revenue variances, expense spikes

Mitigated risk

Ensured accuracy

Target scoring

Highlight top portfolio risks, consolidating multiple data sources to mitigate risks

Mitigated risk

Enabled scalability

Target screening

Identify a target's USP for pitch refinement

Ensured accuracy

Faster execution

Improved quality

Ownership and legal structuring

Identify co-investor structures concerning rights, vetoes, and syndication risks

Mitigated risk

Ensured accuracy

Ensured compliance

Competitor research, Target screening, Due diligence

Identify competitors by logo

Ensured accuracy

Faster execution

Eliminated manual copy-pasting

Integration planning

Identify cost synergies for merging entities

Reduced costs

Improved quality

Value creation

Identify cross-portfolio synergies by analyzing product, service and customer overlap

Increased throughput

Improved quality

Reduced costs

Due diligence, Deal flow tracking

Identify investments pending final IC review

Improved quality

Business model validation

Identify legal and regulatory risks in deal documents

Mitigated risk

Standardized processes

Data room management, Sell-side due diligence

Identify missing deal documents to complete data room

Mitigated risk

Improved quality

Operational monitoring

Identify missing KPIs for complete investor reporting

Improved quality

Ensured accuracy

Ensured compliance

Task and process automation

Identify overdue portfolio reporting to trigger follow-up

Freed up human focus

Enabled scalability

Ensured compliance

Grant and funding analysis

Identify public grant/funding programs and subsidies for portfolio companies

Enabled scalability

Reduced costs

Due diligence

Identify risks and red flags in DD documents, VDR

Mitigated risk

Faster execution

Ensured accuracy

Due Diligence, Internal Operations

List scheduled management meetings for the week

Faster execution

Freed up human focus

Event monitoring

List upcoming PE events & conferences in the next 2 quarters

Freed up human focus

Target screening, Market intelligence

Monitor competitor activity from news or analyst feeds, clustering moves by market entry and funding round

Mitigated risk

Enabled scalability

Standardized processes

Covenant compliance monitoring

Monitor debt covenant compliance across portfolio companies

Ensured compliance

Mitigated risk

Freed up human focus

Meeting and communications review

Monitor LP interest and engagement in fundraising via signals from calendar, notes, CRM

Faster execution

Standardized processes

Due Diligence, Internal Operations

Monitor open tasks assigned to team members

Faster execution

Freed up human focus

Standardized processes

Reputation and risk monitoring

Monitor press mentions of portfolio company

Enabled scalability

Mitigated risk

Improved quality

Regulatory monitoring

Monitor relevant regulatory and policy changes for portfolio companies

Mitigated risk

Ensured compliance

Reduced costs

Investor communication

Perform sentiment analysis on investor call transcripts

Freed up human focus

Faster execution

Improved quality

Performance monitoring

Pinpoint top-performing investments for reallocation

Increased throughput

Ensured accuracy

Enabled scalability

Risk management

Predict market and geopolitical risk scenarios

Mitigated risk

Enabled scalability

Board reporting

Prepare board meeting materials, report and presentation

Freed up human focus

Improved quality

Eliminated manual copy-pasting

Capital call management

Prepare capital call scheduling and investor communications

Standardized output

Freed up human focus

Faster execution

Deal sourcing

Recommend deal flow for new opportunities based on e.g. past deals, market conditions

Increased throughput

Faster execution

Target research, Due diligence

Retrieve competitor valuations

Improved quality

Ensured accuracy

Valuation and reporting

Retrieve NAV from multiple systems for LP reporting

Ensured compliance

Enabled scalability

Ensured accuracy

Contract analysis, Executive monitoring, Portfolio tracking

Retrieve notice periods of all Portco CEOs

Faster execution

Standardized processes

Freed up human focus

Cap table review

Scan cap tables to detect ownership red flags

Mitigated risk

Ensured accuracy

Standardized output

Target screening, Pipeline generation

Scan news and financial databases for add-on acquisition targets

Increased throughput

Enabled scalability

Freed up human focus

Investment fit assessment

Score a targets fit for own investment/fund thesis

Enabled scalability

Increased throughput

Standardized processes

Target screening

Screen targets annual accounts to identify financial health, growth potential, and strategic fit

Reduced costs

Faster execution

Mitigated risk

Internal decision support

Summarize CIM highlights automatically

Faster execution

Improved quality

Target screening

Summarize internal emails for target from last four weeks

Freed up human focus

Faster execution

Contract analysis

Summarize key terms of shareholders’ agreements

Mitigated risk

Standardized processes

Due diligence, Reporting

Summarize marketing & DD documents

Faster execution

Ensured accuracy

Compliance and legal admin

Track contract expiration dates to alert on renewals

Mitigated risk

Target screening, Market insights

Track HealthTech, ClimateTech & FinTech industry trends

Faster execution

Improved quality

Task management

Track LP reporting deadlines and delivery dates, flag delays and draft reminder emails

Ensured compliance

Faster execution

Investor relations

Track LP-specific KPIs and fulfillment

Ensured compliance

Ensured accuracy

Faster execution

Deal screening

Track monthly deal-flow to assess funnel relevance

Standardized processes

Increased throughput

Deal flow intelligence

Track peer fund investment activity in AI space

Faster execution

Freed up human focus

Performance reporting

Track revenue and EBITDA growth since last period

Ensured compliance

Faster execution

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Want to see our AI Suite in action?

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