Apps

Not just agents. Actual apps.

18 apps, each with a workflow for the documents and a workspace for your team to review the results. Adapt the sources, checks and approvals to your process.

Gmail

CIMs

Pipeline

ConnectionsThe deal inbox, the CIM folder and your pipeline, connected once.

Event · new CIM in deals@

Read via connector

read_cims

ConnectionGmail · deals@

TakeAttachments

records out

Extract fields with anchors

figures

Fieldscompany, revenue, ebitda

records inrecords out

LLM

score

Modelopenai:gpt-5.4

Prompt TemplateScore the deal against the mandate

records inrecords out

Write via connector

add_deal

ConnectionPostgreSQL · pipeline

records inrecords out

WorkflowThe steps the agents run each time a new CIM arrives.

Halden Foods CIM.pdfpage 6

Halden Foods closed the year with revenue of $84.0M, up 11% on the year before.

Adjusted EBITDA was $12.6M, a margin of 15%.

Extracted fields

Company

Halden Foods

p. 6

Revenue, FY2025

$84.0M

p. 6

Adjusted EBITDA

$12.6M

p. 6

Data extractionThe figures read from every CIM, each with its page.

Deal screeningThis weekSearchAsk

CIMs read this week14From deals@ and the deal room

Strong fit5Inside the mandate

To review3One test outside

Passed6With the reason recorded

Company	Sector	Revenue	EBITDA	Fit	Why
Halden Foods	Food	$84M	$12.6M	Strong fit	Inside the mandate
Arbor Logistics	Logistics	$56M	$8.1M	Strong fit	Founder-owned carve-out
Kestrel Parts	Industrials	$120M	$14.0M	Review	Top customer 41%
Marrow Health	Health IT	$31M	$2.2M	Pass	EBITDA under $5M
Lindell Packaging	Packaging	$73M	$10.4M	Review	Wants a minority deal
Copperline Tools	Industrials	$47M	$6.9M	Strong fit	Inside the mandate
Sablewood Brands	Consumer	$190M	$22.5M	Pass	Revenue over $150M

Halden Foods · CIM, 48 pages

Strong fit

Revenue, FY2025$84.0Mp. 6

Adjusted EBITDA$12.6Mp. 6

OwnershipFounder, 100%p. 3

Top customer18% of salesp. 22

Move to diligence

PresentationThe pipeline your deal team works in, with the reason for every score.

The library

18 apps.

For investment and credit teams, legal, insurance, property, patient access and construction teams. Need it to work your way? Ask, and AI rebuilds the app just for you.

Financial services

Deal screening

The agents read every CIM and teaser that comes in and score it against your mandate.

The app: a pipeline grid with the reason to pursue or pass on each deal.

Financial services

Due diligence room

The agents sort the data room and flag issues in every document, workstream by workstream.

The app: a diligence tracker with each red flag cited to the page it came from.

Financial services

Investment memo builder

The agents draft the memo from the diligence findings, the model and the call notes.

The app: an IC memo your team edits, with every figure linked to its source.

Financial services

Side letter tracker

The agents read your side letters across fund commitments for fees, reporting, excuse rights and MFN conditions.

The app: your rights across funds, with potential MFN elections ready for counsel to review.

Financial services

Fund terms comparison

The agents read a manager's LPA and DDQ and hold every term against your standards.

The app: the fund and your standards side by side, with each difference marked.

Financial services

Portfolio monitoring

The agents pull the KPIs out of every board deck and monthly report as they arrive.

The app: every company's numbers in one grid, against plan, with misses flagged.

Financial services

Covenant monitor

The agents read each credit agreement and test its covenants against the latest financials.

The app: a portfolio grid with breaches and proposed RM alerts queued for approval.

Financial services

Expert call notes

The agents listen to expert and management calls and pull out what bears on the thesis.

The app: a call log where every finding links to the moment it was said.

Legal

Contract audit

The agents check a whole set of contracts against your playbook, clause by clause.

The app: a grid of every deviation, ready to redline or accept.

Legal

Contract obligations

The agents find every renewal and notice deadline across the contract library.

The app: a deadline list with each owner told before the notice window closes.

Insurance

Claims intake

The agents read each new claim from the inbox and check it against the policy.

The app: a claims queue where an adjuster reviews the cited facts and approves.

Insurance

Policy renewal comparison

The agents read the expiring policy and the renewal quote, term by term.

The app: every change between the two, ready to explain to the client.

Real estate

Lease abstracts

The agents abstract every lease in the portfolio into rent, dates and options.

The app: a rent roll with the expiries and options in view, each cited to its clause.

Real estate

Zoning check

The agents read a parcel against the local zoning code and its overlays.

The app: what the parcel allows, each answer cited to the section of the code.

Healthcare

Referral intake

The agents read faxed and portal referrals, verify insurance and find what's missing.

The app: a referral board that moves each patient from fax to scheduled.

Construction and engineering

Tender review and pricing

The agents read specifications, drawings and contracts into a scope, with gaps flagged before pricing.

The app: a priced scope with quantities, rates, clarifications and contract risks.

Construction and engineering

Change order review

The agents compare revisions with the agreed scope and assemble the changed quantities and evidence.

The app: a change register with proposed pricing, source documents and approval status.

Construction and engineering

Progress claims and close-out

The agents reconcile completed work and previous claims, and find missing supporting records.

The app: a payment application with evidence and a close-out checklist for the project team.

Three steps

Make it yours.

Every app starts complete. Connect your sources, set it up for how your team works, and put it to work.

Gmail

deals@

Connected

Files

Deal room/CIMs/

Connected

Pipeline database

companies, past deals

Connect

01

Connect your sources

Point it at the inbox where deals arrive, the folder of CIMs and the database of companies you track.

Fields to read from each CIM

CompanySectorRevenueEBITDAOwnershipAdd a field

Your mandateDeals inside these ranges score as a fit.$20M to $150MRevenue

02

Adjust the settings

Choose the fields it reads from each CIM and set the mandate every deal is scored against.

Deal screening

deal-screening · Deal team

Every CIM and teaser read and scored against your mandate, with the reason to pursue or pass.

Running · Used just now14deals this week

03

Put it to work

Deals arrive read and scored, with the reason to pursue or pass and the pages each figure came from.

Don't see yours?

Describe it, and the Assistant builds it.

Say what the work is in a sentence. The Assistant builds the workflow and the app around your connections, and asks before it changes anything.

Ask for a change, or type / for commands

See what the Assistant can build

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.

An hour of your time and a process you know well. That's all it takes.