01/09
DealTarget
M&A TOOLING
An AI-native acquisition target screener for corporate development teams, private equity firms, and any organization actively pursuing M&A. DealTarget surfaces, scores, and prioritizes targets using live data and configurable deal criteria — compressing weeks of manual sourcing into hours.
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02/09
ContractsIQ
LEGAL TECH
An AI-powered contract management platform. Reads, classifies, and extracts key terms from complex agreements in seconds — with intelligent alerts, risk flags, and obligation tracking built in.
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03/09
NestMint
FINTECH — RETIREMENT PLANNING
A retirement planning SaaS for wealth-building and drawdown phases. Models Roth conversions, spending strategies, and maximum sustainable withdrawals for pre- and near-retirees.
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04/09
PartnerIQ
FINTECH — PRIVATE EQUITY
A GP partner economics platform for PE firms. Manages carry pools, partner ownership structures, ManCo interests, and fund-level economics — replacing fragmented spreadsheets.
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05/09
ClearClose
M&A TOOLING — DEAL EXECUTION
An AI-native deal closing platform for M&A transactions. Manages closing checklists, conditions precedent, signature workflows, and closing deliverables in one place — replacing the email chains and shared drives that slow every deal down.
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06/09
Thesis
FINTECH — PE PORTFOLIO OPS
An AI portfolio operations tracker for PE firms. Tracks synergy capture vs. value creation thesis, flags integration risks, and replaces the manual 100-day plan spreadsheet — so operating partners know exactly where value creation is on track and where it isn't.
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07/09
ValueIQ
M&A TOOLING — VALUATION
An AI-native valuation workbench for PE and M&A professionals. Runs PPA (ASC 805) and common stock / 409A (ASC 718) analyses — Relief from Royalty, MPEEM, OPM, and PWERM — from a single engagement. AI document extraction auto-populates inputs from deal documents; the platform exports audit-ready workbooks and AI-generated draft reports.
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08/09
Quorum
FINTECH — PE / M&A
An AI-native IC memo builder for private equity professionals. Quorum drafts all nine sections of an investment committee memo from verified deal inputs — business overview, investment thesis, financial analysis, returns, risks, and more — in under 30 seconds. Edit section by section, then export a clean Word document ready for the IC meeting.
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09/09
Covenant
FINTECH — COMMERCIAL LENDING
An AI-native credit memo builder for commercial lenders, credit funds, and BDCs. Covenant drafts examiner-ready credit memos from verified borrower financials — covering debt capacity, DSCR, collateral, covenant structure, and risk rating. Upload a CIM, financial spread, or term sheet to pre-populate fields, or enter details manually. Exports a clean Word document for the credit approval file.
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