Deal and Portfolio Intelligence

Find what can erode EBITDA and IRR before it costs you millions.

Know where to look first, focus diligence where it matters, and keep the intelligence working after close.

Built for:Private equity partners · Investment committees · Corporate development leaders · Portfolio operations teams

Begin the decision cycleScreen · Diligence · Document · Hold · Exit

The decision cycle

One decision opens the next.

The evidence follows the investment from first screen through ownership and exit. Choose a stage to see the decision and product it produces.

Screen

Resolve the target, surface immediate concerns, and decide where deeper diligence is warranted before time and capital are committed.

Intelligence productTarget Screening Brief

1 / 5

Screen. Diligence. Document. Hold. Exit. The next decision begins with the evidence already intact.

Evidence behind the call

Every assessment keeps sources, assumptions, gaps, and consequences connected to the decision leaders must make.

Proof in practice

Client confidential

A private equity fund and its risk advisory firm ran Rapid Deal Diligence across the whole portfolio instead of reviewing one company at a time.

356 hrsPrior analyst time per company

Under 1 weekFor the whole portfolio

HoursPortfolio review, where weeks were the alternative

Client-reported results reflect the specific engagement and information available at the time. Outcomes vary by organization and scope.

Continuous Intelligence

A point in time assessment answers today’s question. Intelligence Monitoring identifies what changes the answer tomorrow.