Private equity
Read the whole data room before the call.
Grids read hundreds of side letters and agreements at once, every cell opens onto the clause it came from, and the same workspace carries the deal from first screen to exit.
Why the firm cares.
What your professionals need to get done, and what the institution gains when they can.
Private equity
Identify investments, understand the downside, complete diligence and improve portfolio performance.
Better investment decisions, more diligence capacity and earlier identification of material risks.
Acquisition and portfolio intelligence.
Origination and monitoring draw on the same connected view of companies, owners and acquisitions, so what the firm learns in one place is used in the other.
Targets outside the pipeline
Companies matching the investment thesis, including those outside the CRM and the adviser network, with the evidence for each.
Ownership understood
Owners, directors, subsidiaries and related companies mapped before the first call.
Portfolio watched
Developments and covenant headroom followed across the holdings, with exceptions brought forward for review.
The whole investment lifecycle, in one workspace.
What the firm learns at one stage is there for the next, from the first screen to the exit.
Deal origination
Find acquisition targets, map sectors and identify ownership structures.
Atlas and IntelligenceScreening
Assess businesses against the fund’s investment criteria and its history.
Anya and ResearchDue diligence
Interrogate data rooms, financial statements, legal documents and risks.
Documents and AnyaInvestment committee
Produce the investment memorandum, validate the evidence and challenge the assumptions.
Workflows and Managed AgentsPortfolio management
Monitor company performance, covenants, developments and value creation.
Intelligence and monitoringExit preparation
Research buyers, evaluate precedents and prepare the supporting analysis.
Atlas and Anya
What hides on page 84.
The terms that matter are rarely in the summary.
Side letters with terms of their own
Most favoured nation rights, carve-outs and limits sit in documents that nobody has time to read side by side.
Targets found through the same few people
Origination leans on the CRM and the adviser network, so companies outside both are rarely seen.
A new draft at midnight
When counsel sends version seven, nobody knows what already cited version six.
Open any cell onto its clause.
A cell reading limited MFN with exclusions opens beside the side letter text it came from, with buttons to accept or edit it.
Limits flagged as they are read.
Set the limit once and every commitment over it is marked as the grid fills.
Set the run once.
Choose the files, the target grid and the instruction, see the estimated cost, and start the intake.
Recurring work, run to your standards.
A firm does not want another chatbot. It wants the work done the way it does it, on schedule, with a person signing off.
Acquisition screening
Each week, find companies matching the investment thesis, enrich the shortlist with ownership and financial evidence, and prepare screening reports for review.
Diligence management
Process new data-room material, extract contractual obligations, reconcile discrepancies and keep an evidence-backed diligence tracker.
Portfolio monitoring
Compare monthly submissions against budget, track covenant headroom, investigate deviations and prepare commentary for the investment team.
Board and investor reporting
Consolidate approved portfolio data and draft board and LP reports, with human sign-off before anything is published.
Works where the deal team already talks.
- Slack
- Teams
- Outlook
- Excel
- Word
Show me the clause.
Every figure and legal call opens the highlighted line in the original document.
Stops on a missing source.
If a source will not load, the run stops and says why, rather than rounding quietly.
Know what a new draft breaks.
See every cell and memo that cited the previous version before anyone sends.
The other desks.
Investment banking
Comps, models and CIM updates kept current.
See investment bankingPrivate credit
Covenants reconciled and credits watched.
See private creditAsset and wealth management
Coverage maintained and client updates drafted.
See asset and wealth managementCorporate advisory
Engagements found, and what the firm knows kept.
See corporate advisoryBook a discovery call
Bring the data room you dread.
We start with a set of side letters or a credit agreement from your desk and how it would be read. There is no deck.
The work
What you want done, who sponsors it, and which first workflows would show it works.
Your systems
The warehouses, document stores, research tools and data services the environment has to connect to.
Control
Where data is stored and processed, who can see what, what agents may do, and what needs approval.
Prefer to write first? intelligence@briefedmedia.com reaches the same people.
Enterprise
Infrastructure for AI-native institutions.
Dedicated environments, Workspace and Research deployments, configurable specialist agents, institutional integrations, and financial intelligence infrastructure.