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Onboard
We map how your team works today. Mandate, sector thesis, memo format, screening criteria, data sources. The platform gets configured around your firm, not the other way around.
We map how your team works today. Mandate, sector thesis, memo format, screening criteria, data sources. The platform gets configured around your firm, not the other way around.
Modules go live on your infrastructure or a private cloud instance you control. Your team trained hands-on. First systems running within 30 days.
Every deal you run makes the platform more yours — sharper screens, tighter memos, deeper memory. Weekly check-ins, monthly reporting, and new modules as your team finds the next opportunity.