Investment Copilot

AI-powered deal analysis and recommendations

Ask questions about any deal or portfolio company and get grounded answers with citations, comparable analysis, and recommended next actions — an analyst that knows your entire fund, on demand.

Sharper analysis, fully verifiable

Built for the accuracy and accountability standards investment committees demand.

Ask anything about a deal

Pose questions about any deal or portfolio company in plain language — valuation history, key risks, founder background — and get a clear answer in seconds.

Grounded answers with citations

Every response is anchored to your real fund data and linked back to the exact document, page, and figure, so partners can verify the reasoning in one click.

Comparable analysis

Surface relevant comparables across your pipeline and portfolio, benchmarking multiples, growth, and terms to frame each opportunity against what you already know.

Recommended next actions

The copilot suggests concrete next steps — diligence items to chase, questions for the founder, memo sections to complete — to keep deals moving.

Investment recommendations

Get a structured, explainable view on each opportunity with the supporting evidence laid out, so the recommendation strengthens judgement rather than replacing it.

Always on, always cited

When the copilot lacks a confident source it says so rather than guessing, keeping every analysis defensible and free of hallucinated facts.

Bring an analyst to every deal review

See how the Investment Copilot turns your fund data into instant, cited recommendations.