From a 100-page PPM to a defensible written brief — in a workflow you can repeat on every deal.

From a 100-page PPM to a defensible written brief — the step-by-step workflow you repeat on every deal, from document upload to sponsor questions to the final brief.

Add a prospect

Create a prospect record for the deal you're evaluating — sponsor, structure, key terms, status. If the sponsor already has a case file, pull it forward.

Upload the PPM and sponsor docs

Bring in the offering documents — PPM, pitch deck, financial model, sponsor track record. AI reads them and pulls the underlying data out with citations.

Review extracted data against the source

Verify the extracted data against the PPM before anything is saved. The diligence questions and rules themselves are applied by the framework, not generated by an LLM — so you're checking facts, not LLM judgments.

Apply the framework, log open questions, capture sponsor answers

Every deal runs through the same structured framework — jockey, capital stack, leverage, refinance, audit trail. Log open questions, send them to the sponsor, capture the answers in the case file.

Produce the brief

End every deal with a written brief — executive summary, key metrics, section attention levels, red flags, missing data, and sources. Save it, share it with an advisor, revisit it a year later.