The data room drops on a Friday. An associate reads it over the weekend so the team can decide Monday whether it's worth a model.
Private equity
Go deeper before you decide.
It runs inside your own environment, on the files already in the room. Every red flag points back to the document it came from, so the read holds up when a partner pushes on it.
The reality
A data room opens, and someone reads all of it before anyone knows the deal is real.
The LBO gets built under a deadline, and by the third revision nobody can say which assumptions are actually carrying the return.
The IC memo pulls numbers from six different files. Someone retypes them, and one transposed figure rides all the way to committee.
The downside case is the cell everyone trusts least, because it's the one nobody had the hours to stress properly.
Until it's one button.
What the button does.
Run the first read.
Your files go in. One artifact comes out. Nothing moves to a new platform.
Data roomthe VDR export
The LBO modelExcel
Your VDRSharePoint, your book of record
One clickRun the first read
Red flag memoevery flag cited to the source file
It reads the room, pulls the numbers that matter, ties each red flag to the document it came from, and drafts the first diligence memo. A second pass rederives the figures before anything shows. You review and decide whether it earns a model.
One button, four jobs
The work it takes off the desk.
01
The full data room lands, and the clock starts.
Reads every file, surfaces the first pass of red flags, and cites each one to the exact document and page it came from.
02
The deal needs an LBO before the team will commit real hours.
Builds the model in Excel, the real artifact you can open and edit, with sources and uses, the debt schedule, and every assumption visible on the sheet.
03
The IC wants a memo the committee won't tear apart.
Drafts it from the documents already in the file, with every number linked back to the source page, and rederives each headline figure a second way before it assembles.
04
The downside case needs to be stressed, not assumed.
Recomputes the scenarios, runs the covenant and leverage stress, and flags the point where the structure breaks instead of leaving it to the cell nobody trusts.
Proof
The Private Equity Diligence System connects data-room review, financial analysis, and investment-committee materials. Source citations and an independent verification pass keep the findings reviewable, with a named partner responsible for the decision. The public builds below demonstrate the same approach on financial models and deal documents.
Explore the underlying builds
Related workflows available in the Consultance build library.
PE Diligence Pack for Deal TeamsUnderwrites a mid market buyout end to end, the data room read, the LBO, quality of earnings, covenant stress, and the IC memo, with a reconciliation gate before anything reaches committee. Free to run.LBO Model and Returns CalculatorBuilds the LBO from sources and uses through the debt schedule, MOIC, IRR, and the sensitivity grid, and hard stops when a number doesn't tie. Free to run.IC Memo, Bull Bear and Kill LineDrafts the committee memo, argues both sides, names the line that sinks the deal, and rederives every headline figure a second way before it assembles.Built to be reviewed
What you keep.
- It runs in your tenant. Your deal data never leaves your environment.
- Every figure traces back to the file and page it came from.
- A second pass rederives the numbers, and the output blocks until the two agree.
- The LBO comes out as a real Excel model you own, not a screenshot you can't edit.
- You own the code. No subscription, no seat you rent back from us.
- No new login. It works inside the tools your deal team already opens every morning.
Built for the deal team that would rather argue the thesis than retype the data room.
The manual version is free
Try it on a live deal first.
The packs below run the same read in your own Claude, today, on the data room you paste in. Free to pull down and keep. The installed version is the one wired into your VDR and your Excel, running the moment the room opens. Run the manual one on your next deal. If it earns its place, the build is wiring it into your workflow properly.
Explore the libraryPut your own data room in front of it.
The audit is 30 minutes. You walk us through the diligence read that eats the days before a kickoff, we attach a dollar number to it and tell you straight whether this moves it. No pitch deck.
Or grab a time for the audit