Every role already wired in.

PitchBook + banker feeds + proprietary outreach, ranked by fit.

✓triage:

Deal Triage Agent

Go / no-go in 90 seconds against your fund mandate.

≡comps:

Transaction Comps Finder

M&A + trading comps across 3 sources with outlier filtering.

∿intent:

Owner Intent Signal

Ranks companies by likelihood of sale in the next 12 months.

✉outreach:

Outreach Email Drafter

Personalized founder/broker outreach emails in your fund's voice.

📨sequence:

Outreach Sequencer

Multi-touch outreach sequences for deal sourcing and LP fundraising.

✍loi:

LOI Writer

Non-binding letter of intent — price, structure, conditions, timeline.

◫credit:

Credit Opportunity Screener

Rapid mandate fit and repayment-source screening across private credit.

Underwriting & Modelling

Equity returns, credit risk, cash flows, and downside cases.

☰cap:

Cap Table Parser

Any cap table format → clean, fully-diluted ownership with waterfalls.

∑ltm:

LTM Financials Normalizer

Messy owner financials → clean, add-back-adjusted LTM EBITDA.

▤lbo:

LBO Model Builder

5-year LBO model with sensitivity grid — editable assumptions.

▥debt:

Debt Stack Modeler

Unitranche + mezz + revolver — with live leverage + DSCR.

◈ret:

Return Metrics

IRR, MOIC, levered/unlevered, with a value-creation bridge.

⊘default:

Default Risk Modeler

Transparent obligor PD, facility LGD, EAD, and expected loss.

≋debtcf:

Debt Cash Flow & Pricing Modeler

Contractual cash flows, PIK, OID, fees, yield, and lender IRR.

⌁covenant:

Covenant & Headroom Analyst

Covenant compliance and breach timing across downside cases.

◇loanval:

Private Debt Valuation

Probability-weighted loan DCF and fair-value bridge versus par.

⇣recovery:

Recovery & Waterfall Modeler

Collateral and enterprise-value recovery by lien and priority.

▧abl:

ABL & Collateral Analyst

Borrowing bases, eligibility, advance rates, and collateral coverage.

Due Diligence Stack

VDR audited, QoE validated, risks surfaced early.

☷vdr:

VDR Auditor

Cross-checks the data room against a full PE DD checklist.

▢abstract:

Contract Abstractor

PDFs → contract abstracts with key terms, options, and risks.

◰legal:

Legal & Regulatory Checker

Corporate records + litigation + regulatory review, flags material issues.

⌂ops:

Operational Diligence Reviewer

Reads operational DD + QoE, builds a 100-day value-creation plan.

⚠esg:

ESG & Compliance Risk Flagger

ESG review — flags environmental, social, governance exposures.

§terms:

Loan Terms Extractor

Credit documents into structured economics, covenants, and controls.

Investment Committee & Capital

Equity and credit memos, teasers, and investor reporting.

✎memo:

IC Memo Writer

IC memo your investment committee will actually read.

✦teaser:

Teaser Designer

2-page teaser with thesis, financials, returns snapshot.

⇄lpupd:

LP Update Generator

Quarterly LP letter with portfolio performance + outlook.

◎crm:

Fundraising CRM Copilot

LP pipeline ranked by fit, staleness, and commitment size.

✐creditmemo:

Credit Memo Writer

IC-ready credit memo with structure, downside, and recovery.

Portfolio Monitoring & Operations

Monitor credit risk and drive equity value creation post-close.

↗price:

Pricing Optimization Agent

SKU/segment pricing recommendations from elasticity + peer benchmarks.

Δebitda:

EBITDA Variance Watcher

Monthly EBITDA variance vs. budget — with root-cause commentary.

⚒vc:

Value Creation Prioritizer

Ranks value-creation initiatives by EBITDA impact and ROI.

∠churn:

Customer Churn Predictor

Scores each customer's renewal likelihood; drives retention actions.

⌁watch:

Portfolio Credit Monitor

Early warnings, covenant compliance, and rating migration.

⚒workout:

Restructuring & Workout Planner

Amend, extend, enforce, or equitise—with recovery comparisons.

◩credport:

Credit Portfolio Constructor