The deal, from first read to final sign-off.
One AI workspace for the whole deal — from the first read of a CIM to the final IC memo. Every figure cited to its source; nothing leaves your perimeter.
Project Atlas · VDR
- Model_v7.xlsx
- CIM.pdf
- Audited_FS_FY24.pdf
- Customer_cohorts.pdf
- Pipeline.xlsx
- SPA_draft.pdf
- Term_loan.pdf
Every answer traces to source · hover an answer
One workspace
Every stage of the deal, one workspace.
Sourcing, diligence, the memo, monitoring — one engine carries the deal end to end, so context is never re-keyed between a dozen tools and tabs.
Source & screen
Score inbound and proprietary targets against your criteria — before a banker calls.
Data-room diligence
Ask the room. Cross-document Q&A over CIMs, models, and contracts — every answer cited.
IC memo
A first-draft investment memo in your house format, with every figure linked to its source.
Portfolio & LP monitoring
KPI extraction and variance tracking across portcos — without centralising MNPI.
Connected
Whatever you have, it connects.
Point CalQuity at the data room, the models, the filings, the contracts — even your own past deals. Any format goes in; cited, deal-ready output comes back.
Your data · any format
Deal documents
Market & external
Your firm's knowledge
Sample outputs
Your deal material never leaves the room.
MNPI is the reason most AI never reaches diligence. CalQuity runs where the data room already lives — single-tenant, in your VPC, and more — with deal-team entitlements enforced at retrieval and an audit trail on every output.
- Ethical walls enforced at retrieval time
- Every retrieval, draft, and export logged
- Nothing trains a shared model
Your data stays yours — it never leaves your perimeter
Use cases
Every job on the deal, in one place.
The concrete tasks deal teams and bankers run every week — pick a side of the table.
CIM screening
Revenue, EBITDA, margins, and customer concentration — pulled from a CIM in minutes.
Data-room Q&A
Ask hundreds of VDR files at once. Cited answers, not a reading list.
IC memo drafting
A first draft in your house format, every figure linked to source.
Expert-call synthesis
Themes and contradictions reconciled across dozens of transcripts.
Deal sourcing
Scan filings and signals for targets that fit the thesis.
QoE & add-backs
Test management's add-backs against the underlying detail.
Portfolio monitoring
KPIs, covenants, and market moves tracked across the book.
Diligence risk flags
Concentration, change-of-control, and working-capital risk, surfaced early.
Valuation & comps
Benchmark against precedent transactions and public peers.
Outcomes
Built to stand up in the IC.
Faster to a defensible answer — and every figure traces to the page, the cell, or the clause it came from.
of figures cited to source
pages read before the IC meets
to a cited answer from the room
of your data leaves the room
Comps, every cell cited
Revenue model
Recurring · 76% ARR
Key risk
Customer conc.
Margin
+340bps YoY
Revenue model
Project-based
Key risk
Leverage ratio
Margin
Flat
Revenue model
Mixed · SaaS shift
Key risk
Mgmt tenure
Margin
−120bps
Revenue model
Usage-based
Key risk
Single market
Margin
+180bps YoY
AI-assessed across 3 targets · parameters sourced from CIMs
IC memos in your house format
Project Atlas · Investment Committee
Recommendation: proceed to confirmatory diligence
Thesis
Financials
Key risks
Every figure linked to source · audit trail attached
Run CalQuity on a live data room.
Bring a deal you are working. We will answer from its data room — every figure cited, nothing leaving your perimeter.
AskWhat is the customer concentration?
The top three customers were 61% of FY24 revenue1, the largest at 28%.
CIM, p.42 §Customers — “the three largest customers represented 61% of FY2024 revenue.”