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How it works
We integrate with your systems and build to your standards. Every step is customized to how your team actually works.
Connect your data rooms, cloud storage, and systems. We structure your OMs, rent rolls, and models in minutes—integrated into your existing workflows.
Every number is source‑linked with citations. We build defensible, auditable analysis that stands up to IC scrutiny.
Export to your Excel models, PowerPoint decks, and formats. We match your firm's templates, formulas, and standards—not generic outputs.
Privacy in mind
We build with security and privacy in mind from day one. The standards shown here represent the core frameworks customers ask for most often. Details on controls, scope, and reports are available on request.
Need a specific artifact or mapping? Let us know what your vendor review requires and we can provide the right documentation and attestations.
We cut IC prep from ~10 days to under 48 hours and every assumption is cited. The time savings and auditability are real.
FAQ
Data rooms, cloud storage, CRMs, and market data providers. We also support custom integrations for your internal systems.
Yes. Exports are templated to your firm's standards with formulas, charts, and styles preserved.
Most teams see value within the first week. We tailor rollout to your workflows and provide enablement for quick adoption.
All figures are source‑linked with citations. Normalization and automated checks catch outliers; review hooks enable human QA when needed.
Data is encrypted in transit and at rest. We operate in top‑tier clouds, support private VPC, and are progressing SOC 2/ISO certifications. See the Trust Center for details.
No. Your data is never used to train shared models and is isolated from other customers.
Get in touch
Have a question, want a demo, or need security docs? Send us a note and we’ll get back quickly.
Ready to move faster?
See a live document → decision workflow and how we build for your underwriting.