Enterprise · Private equity
Archivist PE
Sourcing, diligence and portfolio monitoring for private equity teams, with every claim traced to its document. Run inside your own walls.
Use cases
How we make the line go up
1) Deal sourcing signals
Companies worth a call, from their own filings.
- You set the sectors and the signals you hunt for
- Strategic reviews, noncore sales and near maturities
- Each hit with the reason and the filing behind it
- Public data only, so it runs before any approach
2) Data room diligence
Ask the whole data room at once.
- Every document read, scans and signatures included
- Change of control, pledges, commitments and lawsuits found
- Each answer tied to the contract paragraph
- Stays inside your walls, seen by the deal team only
3) Credit terms across the portfolio
Every covenant, quoted word for word.
- Leverage covenants, cure rights and baskets extracted
- Amendments included, with a change log
- The whole portfolio in one table
- Every clause traced to its source page
4) Buyers and precedents
How a buyer behaved before.
- A buyer's past deals: price, earn out, escrow, diligence
- Precedent deals and peer multiples in one pass
- Up to 100 companies in a single table run
- Every figure sourced to its filing
5) Portfolio monitoring
Your companies and their listed peers, on schedule.
- Peer margins, guidance and commentary every quarter
- Runs on its own through CLI or MCP
- Every change comes with the passage behind it
- Lands as a sourced note for the investment committee
Technicals
Your CFO and your compliance team, both at yes
1) The right context
Models need the right context, not more of it.
- Retrieval picks relevant, current, sourced passages first
- Faster, sharper answers from less input
- 99%+ recall@100 against exact nearest neighbour search
- When it is unsure, it says so
2) Deployment
Client data stays inside your boundary.
- Your servers, your cloud or compliant endpoints
- Can run with no outside network access
- Local, private or subscription models, one interface
- One core, a package per desk
- GDPR, GLBA, PIPEDA and KVKK aligned
3) The vault
The best outside model, without your names leaving.
- Names and numbers become code names inside your walls
- The outside model works without knowing who is who
- Real names return on your screen, never outside
- Every outbound call logged; unused when local is enough
4) How it works
An open question becomes an answer you can audit.
- Ask by topic and goal, not keywords
- Scope by company, period, document type and market
- Structured, full text, semantic and graph search combined
- Every statement opens its passage on the same screen
5) Documents first
The hard part is the documents, not the model.
- Signatures, scans and OCR handled in production
- One PDF stitched from eight or more formats, read whole
- Format drift across exchanges absorbed
- A fraction of what cloud conversion vendors charge
6) Access control
What a person can see, their agents see. No more.
- Row level security, decided next to the document
- Permission can narrow through an agent, never widen
- SSO, SCIM and OIDC from your identity provider
- Every access, export and deletion signed and kept
