Financial services
Read the investment case. Check the credit terms.
Strive builds apps for investors, allocators and lenders. Review deals, fund terms, portfolio reports and credit covenants with the sources beside each finding.
Contact SalesHalvorsen Industries
Debt service coverage
What it handles
From the first deal document to the quarterly review.
Investment, allocation and credit teams review cited findings in apps built for each job.
Review cited figures and mandate checks before moving a deal to diligence.
Deal ScreeningHalden Foods - CIMNeeds reviewExtracted4 fields- Revenue
- $84.0M p. 6
- Adjusted EBITDA
- $12.6M p. 6
- Sector
- Food manufacturing p. 3
- Customer concentration
- 38% p. 18
Checks- Revenue inside mandate
- Customer concentration below 30%Top customer is 38% of revenue
Approve reviewOpen sourceKey terms and red flags pulled from each document, quoted from the page and filed against your question list.
Compare a manager's terms with the allocator's standards before committing.
Track your own rights and election deadlines across fund commitments.
Compare reported performance with plan and keep the explanation beside the figures.
Test the agreement's definitions against the financials and queue breaches for the lender.
Keep each expert finding linked to the moment it was said.
Draft the memo from reviewed findings, with the recommendation left to the team.
How it fits
From source documents to a reviewed decision.
Connect the sources, set the checks and keep the review with the people responsible for the decision.
Comes in from
- Investment and credit filesCIMs, LPAs, side letters, board packs and credit agreements
- Your records and rulesCriteria, thresholds and prior decisions
- 01ReadDocuments and records with sources retained
- 02CheckAgainst your criteria and agreed terms
- 03ReviewPeople approve the findings and next action
Goes out to
- A review appA deal pipeline, a call log and an editable investment memo with sources.
- Approved resultsExport or write back after review
Apps for this industry
Deal screening
Read CIMs and teasers against your mandate, then review the reasons to pursue or pass.
Due diligence room
Review data-room findings by workstream, with each issue linked to its source.
Investment memo builder
Draft an investment memo from diligence, models and call notes for your team to edit.
Side letter tracker
Track your rights across fund commitments and review MFN eligibility with counsel.
Fund terms comparison
Compare a manager's LPA and DDQ with your allocation criteria and negotiated terms.
Portfolio monitoring
Read portfolio reports into a cited KPI review against plan and prior periods.
Covenant monitor
Test credit covenants against reported financials and queue exceptions for the lender.
Expert call notes
Keep findings from expert and management calls linked to their timestamps.
Security
Security your IT team will sign off on.
SOC 2 Type II audited controls, encryption everywhere, single sign-on and role-based access. Your data never trains a model.
Security
SOC 2 Type II
Independently audited security controls, tested over time.
Europe
GDPR
Personal data handled under the EU's data protection rules.
California
CCPA
Personal data handled under California's privacy law.
Controls
Encryption
Encryption runs on every layer, built on Google Cloud's security controls. Data is encrypted at rest with keys held in Google Cloud KMS, and every connection is encrypted in transit, including traffic between our own services. The credentials your connections use are encrypted too, and never appear in an app.
- At rest
- AES-256, on Google Cloud.
- Keys
- Held and managed in Google Cloud KMS.
- In transit
- TLS on every connection into the platform.
- Inside the platform
- Traffic between our own services is encrypted too.
- Connection credentials
- Stored encrypted and entered through secure forms. Never shown in apps.
- Exported apps
- Credentials are left out.
No training on your data
Your data is never used to train AI models, and the AI services we use don’t train on it either: we use them on enterprise terms that exclude training. A data processing addendum makes our commitment contractual, and you decide how long your data is kept.
- AI model training
- Your data is never used to train AI models.
- AI services
- Used on enterprise terms, so they don’t train on your data either.
- In writing
- A data processing addendum makes it a contractual commitment.
- Retention
- You decide how long your data is kept.
Single sign-on
People sign in with the identity provider you already use: Google, Microsoft, Okta, or any provider that supports SAML or OpenID Connect. Their groups map to roles in Strive, so the right access follows them in. Systems connect with API keys.
- Providers
- Google, Microsoft, Okta, and any provider that supports SAML or OpenID Connect.
- Protocols
- SAML and OpenID Connect (OIDC).
- Roles
- Groups in your identity provider map to roles in Strive.
- Systems
- API keys.
- Rate limits
- Requests are limited for each organization.
Role-based access
Role-based access control: each person has a role, and the role decides which apps, data and actions they can use. The Assistant works with the same access as the person using it, so it can only see and do what they can.
- Roles
- Assigned to each person, or mapped from groups in your identity provider.
- Apps and data
- A role decides which apps, records and actions a person can use.
- The Assistant
- It has the same access as the person using it, no more.
- Changes it proposes
- They wait for someone with the right role to approve them.
- Actions that cost money
- They ask for confirmation first.
- Organizations
- Each organization's data is kept separate.
Which document-heavy job would you hand over first?
Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.
Contact SalesAn hour of your time and a process you know well. That's all it takes.