Investment

More deals per analyst.

For investors, developers and asset managers. We help your team underwrite and assess deals faster and more consistently, so you can look at more of what matters without losing rigour.

Book a review

More deals than the team can look at. Underwriting that eats senior time.

3 days
to underwrite a single deal, by hand
Investment

Underwriting and deal work, accelerated.

What we hear

Capacity, not pipeline

You miss good deals because there aren't enough analyst-hours to assess them.

Slow, uneven underwriting

Packs take days, and quality varies between people.

IC has to trust the work

The committee needs output it can defend, every time.

What changes after deployment
Analysts screen more opportunities without rushing.
Assumptions are easier to trace and challenge.
IC packs become more consistent.
Senior teams spend more time on judgement, not formatting.
Risks surface earlier in the process.
Decisions become faster and easier to defend.
How to work with us

Most teams start with a short, fixed-fee Review, prove a win, then expand.

Operational Productivity Review
Where analyst time goes across the deal process, and what's worth fixing first. The place to start.Fixed fee · 2 to 4 weeks
Faster Underwriting & IC Packs
Rebuild how packs get made. Far faster, consistent, IC-ready.
Quicker Deal Screening
Assess more deals, sooner, and miss fewer good ones.
Due Diligence Support
DD that's faster, more thorough and better organised.
The systems
Every deal, deployed into the work.

The jobs we rebuild for investment teams, broken down step by step, each ending in an output your seniors can stand behind.

Underwriting
01Data room
02Model
03Downside scenarios
04IC memo
05Recommendation
Deal screening
01Inbound
02Key facts
03Quick model
04Score
05Pursue / pass
Due diligence
01Scope
02Document review
03Findings
04Risks
05DD report
Systems we digitise
From inbound deal to IC vote.

The deal mechanics that eat analyst time, rebuilt so the team can assess more of what matters. Open any system to see how it works.

01
Deal screening
Triage inbound opportunities and decide pursue or pass in minutes.
Outputa screening verdict
How it works
  1. Read the inbound opportunity
  2. Pull the key facts and a quick view
  3. Recommend pursue or pass
BeforeGood deals missed for lack of hours
AfterMore opportunities triaged, sooner
Typical impact
5× more
deals screened per week
02
Data room review
Read the data room and surface the facts that change the decision.
Outputa structured deal record
How it works
  1. Read the data room
  2. Extract the facts that matter
  3. Build a structured deal record
BeforeRe-reading documents to find facts
AfterA structured record, traced to source
Typical impact
Hours → minutes
to the facts that matter
03
Underwriting
Build the model, run base, downside and exit stress, every figure traceable.
Outputa stress-tested model
How it works
  1. Build the model from the deal record
  2. Run base, downside and exit stress
  3. Produce a stress-tested view
BeforeAn analyst-week per underwrite
AfterA consistent model in a fraction of the time
Typical impact
3 days → 0.5 day
to underwrite a deal
04
Investment review
Review packs, leases and documents before an investment decision.
Outputa review with risks flagged
How it works
  1. Read packs, leases and documents
  2. Surface risks and inconsistencies
  3. Produce a clear review
BeforeRisks buried in long documents
AfterA review with risks flagged
Typical impact
Faster
review, risks surfaced
05
IC memo and papers
Draft consistent, IC-ready memos the committee can defend.
Outputan IC-ready memo
How it works
  1. Pull from the underwriting and record
  2. Draft to your IC format
  3. Keep every figure consistent
BeforeMemos rebuilt and reformatted each time
AfterAn IC-ready memo the committee trusts
Typical impact
Consistent
IC-ready every time
06
Due diligence
Organise findings and risks into a consistent DD report.
Outputa DD report
How it works
  1. Coordinate findings across workstreams
  2. Organise risks and gaps
  3. Produce a consistent DD report
BeforeDD findings scattered and uneven
AfterOne consistent, organised DD report
Typical impact
One report
findings organised
07
Comparison studies
Compare a deal against recent transactions and the wider market.
Outputa benchmarked comparison
How it works
  1. Pull recent transactions and market data
  2. Benchmark the deal against them
  3. Present the comparison clearly
BeforeComparables gathered ad hoc
AfterA benchmarked comparison in one view
Typical impact
Minutes
to benchmark a deal
08
Portfolio health check
Monitor assets against plan and flag drift early.
Outputa portfolio health summary
How it works
  1. Pull asset performance against plan
  2. Flag drift and risks
  3. Summarise for asset management
BeforeDrift noticed after it costs
AfterEarly flags against plan
Typical impact
Early
drift flagged against plan
09
Decision support
Keep assumptions, reasoning and history in one place as the deal evolves.
Outputa living decision record
How it works
  1. Keep assumptions and reasoning in one place
  2. Carry context as the deal evolves
  3. Answer follow-ups without rebuilding
BeforeContext re-explained every session
AfterA living decision record that persists
Typical impact
Zero rework
context never re-explained
AI systems in practice
Built into how your firm underwrites, not bolted on.

Not generic AI. Built around your operations and your standards, with the reasoning shown and every figure traceable to its source.

Nothing is automated away. Every output is structured for a person to review, question and sign off.

Draft→Reasoning shown→Exceptions flagged→Senior sign-off
Work Transformers · AI system
›
Evidence surfaced
What the AI actually detects, and why it matters.

On a single underwrite, here is the evidence the AI puts in front of the analyst and IC.

Extracted clauseFlagged
Upward-only rent review, 5-yearly, on the principal lease.
Schedule 4, cl.12.3 Upward-only rent review, 5-yearly. Next: 2027. Unit 3 review date unconfirmed in data room.
ConfidenceHigh (93%)
Why it mattersShapes the income assumption and the exit story; one unit unconfirmed.
RecommendationConfirm Unit 3 review date before model sign-off.
Awaiting clarificationR. Okafor · 09 Jun
Benchmark deviationFlagged
Assumed exit yield 25bps inside the comparable set.
ConfidenceMedium (78%)
Why it mattersExit yield is the dominant sensitivity on levered IRR.
RecommendationStress at mandate yield and show the downside case to IC.
Requires escalationR. Okafor · 09 Jun
Risk indicatorFlagged
Downside IRR falls below the fund hurdle in the stress case.
ConfidenceHigh (88%)
Why it mattersMaterially affects the recommendation the committee can defend.
RecommendationEscalate to IC with the mitigations noted.
Requires escalationR. Okafor · 09 Jun
Spreadsheet inconsistencyDetected
Capex line totals differ by £18k between model and DD pack.
ConfidenceHigh (90%)
Why it mattersInconsistent figures undermine the pack's credibility at IC.
RecommendationReconcile to a single source before circulation.
ResolvedReviewed
Results
What teams have seen.
30%
more deals assessed per analyst
Rebuilding underwriting and IC packs around traceable assumptions lets a team cover more, without losing rigour.
InvestmentInvestment
3 days → 0.5 day
to underwrite a deal
Faster, consistent, IC-ready packs an investment committee can trust.
InvestmentInvestment
5×
more deals screened per week
A capital business screens far more opportunities before committing analyst time.
Capital businessInvestment
Illustrative outcomes based on typical deployment objectives.
We free analysts to spend their time on judgement, not formatting - so the team looks at more deals, and looks at them properly.
Learn more about how we work →
Related research
Backed by our applied research.
Explore Labs →
Project Ghostmap®
Reasoning you can defend.
Research into investment reasoning, underwriting and decision confidence.
Learn more →
Project Thunderpoint™
Dependable by design.
How AI is tested, guarded and kept trustworthy in high-stakes work.
Learn more →
Project Horizon
AI that reaches the work.
Deploying model-flexible AI into real AI systems.
Learn more →
Investment

See where your deal process is losing time. In two weeks.

A short, fixed-fee review. Two weeks. The firms moving fastest started exactly here.

Book a review