AI-Powered Deal Intelligence

Smarter due diligence, faster decisions

Prep-Deck automates CIM screening, financial model auditing, and deal preparation so your team can focus on what matters: closing the right deals.

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Prep-Deck dashboard showing deal pipeline, active audits, and portfolio metrics

Every stage of deal evaluation, automated

Five integrated modules that transform how your team screens, audits, and prepares for investment decisions.

Screen

Intelligent deal screening in seconds

Upload a CIM and get instant scoring across 30+ criteria: industry fit, financial health, growth trajectory, and red flags. Stop wasting time on deals that don't fit your thesis.

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Deal pipeline with scoring, industry classification, and status tracking
Audit

Financial model auditing on autopilot

Cross-references model assumptions against CIM data, flags circular references, validates formula integrity, and identifies material discrepancies automatically.

Explore model auditing
Financial model audit findings with severity levels and dollar impact
Analyze

Deep-dive analysis with contextual AI

Ask questions about any deal in natural language. Prep-Deck synthesizes data from CIMs, financial models, market reports, and comparable transactions to deliver precise answers.

See AI analysis
Deal deep-dive with financial metrics, deal score breakdown, and criteria analysis
Prepare

IC-ready memos in minutes, not days

Generate comprehensive investment committee memos with executive summary, risk assessment, financial highlights, and deal comparison, structured exactly how your team expects them.

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IC memo with executive summary, risk assessment, comparable transactions, and memo sections
Integrate

Fits into your existing workflow

Connect to your deal pipeline, CRM, and data room. Prep-Deck integrates with the tools your team already uses. No disruption to established processes.

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PE deal flow from teaser to investment committee memorandum across four phases

AI capabilities purpose-built for PE

Not a generic AI tool. Prep-Deck is engineered specifically for private equity due diligence workflows.

Risk Intelligence

Automated risk scoring across financial, operational, and market dimensions with severity-weighted flagging.

Real-Time Processing

Upload a CIM and get comprehensive analysis in seconds. Financial models audited in parallel.

Sensitivity Analysis

Automatically stress-test key assumptions and generate scenario analysis across base, upside, and downside cases.

Deal Intelligence Database

Every analyzed deal feeds into your firm's proprietary knowledge base, enabling smarter comparisons over time.

Frequently asked questions

Everything you need to know about Prep-Deck.

Ready to transform your deal process?

Join the PE firms that are screening deals faster, catching errors earlier, and making better investment decisions with Prep-Deck.