Deal workspace
Run repeated acquisition workflows from one place instead of scattered notes, folders, and disconnected model outputs.
- Pipeline context, documents, outcomes, and analysis stay attached to the deal.
- Workspace navigation is built for repeated review, not one-off chat.
- Team and billing surfaces remain separate from public marketing pages.
Source-backed AI
Agent responses distinguish uploaded evidence, web citations, workspace facts, assumptions, and missing support.
- Citations stay close to the answer.
- Unsupported claims are called out instead of blended into confident copy.
- Evidence ledgers preserve the path from question to source.
Diligence Q&A
Convert source materials into workstream-specific questions that can be reviewed, filtered, and resolved.
- Track seller, management, QoE, lender, investor, customer, legal, accounting, and operations questions.
- Prioritize source gaps and open diligence threads.
- Keep resolutions visible as the deal moves forward.
Investor updates
Draft investor-facing updates from the latest deal context while keeping claims tied to facts.
- Generate draft language from the current workspace.
- Keep sender context and audience type in view.
- Separate cited support from assumptions and next asks.
Comparables
Compare selected deals with explicit enterprise value source handling and missing-input visibility.
- Normalize EV source assumptions.
- Surface missing financial or outcome inputs before comparison.
- Use comparable views as part of deal-screening discipline.
Uploads and parsing
Parse source packs into searchable deal memory across PDFs, DOCX, text, CSV, and XLSX files.
- Original files and extracted chunks remain available to the viewer.
- Tables and text can support analysis, Q&A, and memo drafting.
- Storage paths are kept tenant-aware when Supabase is configured.