Finance
Decisions on deal flow, performance, exposure, and risk. Sourced. Cited. Always on.
Your team decides. The Decision Engine does the grind.
Investment firms see more data than any one team can act on fast enough. Answers live in pitches and board books, data rooms, financials, transcripts, research, lender notices, and market data. All spread across multiple sources and file systems.
The information’s all there. Answers just take too long to find, and even longer to turn into the calls you need to make.
The Decision Engine reads the full record and delivers prioritized answers across the decisions that move deal flow, performance, exposure, and risk. Sourced. Cited. Always on.
Your team spends less time chasing answers and more time closing the deal.
“Cut our quarterly portfolio reporting cycle from three weeks to under four days. Senior analysts finally got their time back.”
Managing Partner | mid-market private equity firm
Decision Engine for Finance
The Decision Engine plugs into the systems your firm already runs on: DealCloud and PitchBook, Salesforce and Snowflake, Bloomberg, and the data rooms and file systems where the rest of your work lives.
It reads pitches and board books, data room files, company financials, earnings transcripts, sell-side research, lender notices and covenant reports, and market data feeds. Then it checks against your thesis, your risk thresholds, and the standards your team already uses to show where deal flow, performance, exposure, or risk is moving in the wrong direction. Your team decides.
Integrates
Securely with the systems your firm runs on
Analyzes
Using multiple AI models, ML, and best-fit tools
Synthesizes
Deals, portfolios, and market data into prioritized and traceable answers
Delivers
In the tools your team already works with
Shows
Click findings back to the exact file and page
Problems worth solving
Pitch decks and CIMs arrive faster than any team can fully process.
The Engine scores each opportunity against your thesis, then ranks the names worth meeting. Analysts start the day on the best deals.
Data rooms are deep and modeling under deadline eats senior time.
The Engine reads the room, normalizes the financials, and builds a first-cut scenario model with every number cited to source. Analyst-grade in hours, not days.
Signal lives across earnings calls, filings, research, and trade press.
The Engine tracks positioning, capital flows, hiring, and customer signals across your watchlist and flags what moved before consensus catches it. Your team makes the call.
Holdings shift between reporting cycles.
The Engine reads board books, position files, lender notices, and the news across every holding and flags movement in performance, exposure, or exit conditions. Risks get caught early. So does upside.
IC packets pull from diligence, comps, market data, and prior decisions.
The Engine assembles the findings and drafts the memo with every claim cited to source. The committee walks in with a clean read and decides faster.
LP letters, IC memos, and client reviews eat time at quarter close.
The Engine pulls live portfolio data, drafts performance narratives and compliance summaries with every figure cited, and turns a multi-week scramble into a smooth, focused review.
How we deliver
Decision Discovery
Map your highest-value workflow.
Design
Data feeds, interfaces, insight reports. You see it before we build.
Custom Build
Decision Engine on secure, single-tenant cloud. Your data never co-mingled.
Onboard Your Team
At scale. Always on.
A name screened correctly today shapes the pipeline next quarter. A covenant slip caught the week it moves protects the fund.
Decisions that look operational compound into strategic outcomes.
Book a Discovery Call
Thirty minutes. We will map your highest-value decision flow and tell you what the Decision Engine for your business would look like.
No generic demos. Your actual decisions, your actual data, our proven approach.
Or reach out directly:
Manuel Mattke | President · [email protected]
Let’s Connect!
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