Execution
From first contact to completion in one thread
Fifteen configurable stages, automatic stage-transition alerts and an immutable audit trail behind every movement.
15 stages
Investing · Building value · Transforming businesses
One institutional environment for origination, execution, capital structure, diligence, investment committee governance, private credit and portfolio value creation — built for partners, not for a generic CRM.
The platform
Institutional by construction

Live pipeline, capital, portfolio value and AI-surfaced IC priorities.
Nine sourcing channels tracked to owner motivation and probability.
Fifteen stages across kanban, table and funnel views.
Twelve weighted criteria producing a 0–100 investability score.
Returns, debt paydown, sensitivity, sources & uses, waterfall.
DCF, comparables, precedents, multiples, asset and SOTP.
Eleven workstreams, issue tracker and red-flag escalation.
Versioned documents with permissioned access by counterparty.
Auto-drafted IC papers with member voting and conditions.
Banks, private credit, mezzanine and co-investors with live terms.
An operating dashboard and board pack per company.
Twelve levers tracked to quantified EBITDA impact.
Plus Buy & Build, Portfolio Monitor, Private Credit, Real Estate, Exit Management, Relationship CRM, Copilot, Sourcing Engine, Calendar, Reporting and Administration.