How it works

From teaser to signed SPA — in one system.

01 — Source

Surface the right deals faster than the next MD.

Market Scanner watches PitchBook, Grata, banker feeds, and off-market founder-intent signals. Deal Triage returns a go/no-go in under 90 seconds. Transaction Comps tightens multiple benchmarks before you sign an NDA.

Market ScannerDeal TriageTransaction CompsOwner Intent
02 — Underwrite

Seller financials to IC-ready LBO in under an hour.

Cap Table Parser and LTM Normalizer ingest whatever format the banker sends. LBO Model Builder produces a 5-year model with sensitivity. Debt Stack Modeler sizes the capital structure. Return Metrics outputs IRR, MOIC, and the value-creation bridge.

Cap Table ParserLTM NormalizerLBO Model BuilderDebt Stack ModelerReturn Metrics
03 — Diligence

No surprises at signing.

VDR Auditor checks the seller data room against a 140-item PE checklist. Contract Abstractor reads every MSA. Legal & Regulatory, Operational Diligence, and ESG agents flag material issues with page-level citations.

VDR AuditorContract AbstractorLegal & RegulatoryOperational DiligenceESG Risk
04 — Raise

LP material your chair will actually sign.

IC Memo Writer drafts the investment-committee memo from your own data. Teaser Designer produces a 2-page blind teaser for co-invest distribution. LP Update Generator writes the quarterly letter. Fundraising CRM Copilot ranks prospects and drafts outreach.

IC Memo WriterTeaser DesignerLP Update GeneratorFundraising CRM Copilot
05 — Hold & Grow

Post-close, the agents stay on.

Pricing Optimization recommends increases at renewal. EBITDA Variance Watcher flags monthly drift. Value Creation Prioritizer ranks VCP initiatives by ROI. Customer Churn Predictor scores renewal risk across the ARR base.

Pricing OptimizationEBITDA Variance WatcherValue Creation PrioritizerCustomer Churn Predictor
Talk to us

Stop stitching tools. Start closing deals.

Book a 20-minute walkthrough. We'll load one of your recent deals into PEHero and show you the full agent flow end-to-end.