Private Equity

Screen deals, run due diligence, build IC memos, and track portfolio performance

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Screen deals, run due diligence, build IC memos, and track portfolio performance for private equity workflows.

You can use Private Equity to:

Deal Sourcing:
"Source acquisition targets in the healthcare IT space with $20-50M revenue"

IC Memo:
"Draft an investment committee memo for our Series C investment in Acme Corp"

Due Diligence:
"Generate a due diligence checklist for a mid-market manufacturing acquisition"

Portfolio Monitoring:
"Build a quarterly portfolio monitoring dashboard for our Fund III companies"