Four weeks of diligence,
now an afternoon.
From first screen to LP report — AI DD, VDR, portfolio monitoring, valuation, and custom agents in one platform.
Investment recommendation
The transaction values Coupa at $8.0B, or 10.4× LTM revenue — a turn above the sponsor-to-sponsor median (10.9×) yet a turn below Anaplan (17.6×), consistent with Coupa’s slower top-line trajectory and stronger margin base.
FY23 revenue grew 18% to $772M, with non-GAAP operating margin expanding 220 bps to 14.9%. Net dollar retention of 114% sits above the SaaS median, supporting the durability case despite headline growth deceleration.
Built for PE associates → partners. Stop alt-tabbing between PitchBook, CapIQ, Bloomberg, and Excel.
Every step of the deal — narrated, sourced, defensible.
Auto-fill the intake from a ticker. Steelman the bear case. Pin every claim to a 10-K page. We narrate our work the way an associate would.
Auto-fill in 30 seconds
Paste a ticker, drop a CIM, or share a URL. We fetch SEC + FMP, extract deal terms with Claude, and complete the 12-field intake.
Hover-to-source provenance
Every number carries a dotted underline. Hover for the verbatim quote and exhibit page. Click to pin to the evidence drawer.
Bear case modal
One-click steelman. We argue the contrarian view, list the falsifiable assertions, and tag the evidence we’d need to disprove the deal.
Score breakdown
Six axes — moat, growth, capital efficiency, sponsor fit, risk, exit. Each scored S→F with the underlying evidence chain.
Linear-style command palette
⌘K opens everything. Bear case, evidence drawer, run history, axis scorecard — keystroke-first for migrators from CapIQ + Bloomberg.
Files stay in memory
CIMs and data rooms are processed in-memory. We never persist client documents to disk — your DD stays in your fund.
Pay per associate, not per query.
One subscription. The whole platform — DD, VDR, portfolio monitoring, valuation, custom agents.
- Core analysis
- Unlimited analyses (~50 deals/mo soft cap)
- IC Memo · Valuation · 100-Day Plan
- Bear case · Score breakdown
- Hover provenance · ⌘K · Evidence drawer
- Section comments (local)
- Email support
- Everything in Associate, plus:
- Comp Table · Benchmarks · LBO Model
- Portfolio monitoring
- LP Reports
- Custom Agents (5)
- Slack-channel support · API access
- Everything in Partner, plus:
- Unlimited Custom Agents
- VPC deployment · SOC 2 Type II
- Custom scoring axes
- Dedicated CSM
- SAML/SSO · audit logs
Pricing in USD. Annual contracts get 15% off. Pricing is preview-only and subject to refinement before public launch.