Deal intelligence for private equity, venture capital, and family offices.
We automate the investment research and IC memo workflow for funds and family offices in Geneva and Romandie. IC memo automation, deal screening, diligence synthesis, and portfolio monitoring, delivered as production-grade, auditable systems.
IC memo automation
Filings, financials, valuation, and risk compressed into an IC ready memo. The rating is computed and locked before any prose is written, so the narrative cannot drift from the decision. Auditable at every step.
Deal and target screening
Percentile scoring blended with a simplified LBO IRR, debt capacity tiering, and red flag detection. A short list with the reasoning attached, not an opaque rank.
Diligence synthesis
Document intake, extraction, and structured synthesis across a data room. Consistent output across analysts, with provenance kept so a number can always be traced to its source.
Portfolio monitoring
Ongoing tracking of portfolio companies and market context in a single research surface. Built to compose with the screening and memo systems rather than sit beside them.
Each engagement is scoped to one fund and one workflow. No open-ended retainers to start.
Systems ship with full test coverage and a Codex-audited review. The same standard as the eleven shipped systems.
Delivered as a production tool with code handover, not a slide deck or a notebook.
Pricing is set in the scoping call once fund size and workflow complexity are clear. Engagements typically run as a pilot scaling into ongoing work. The firm's published per-deliverable catalog on the Services page is the reference anchor.
Six-engine deterministic recommendation aggregator with Claude-synthesized memo and PDF export. Rating is locked before the LLM writes prose.
Universe-scale percentile scoring plus simplified LBO IRR, debt-capacity tiering and red-flag detection. A short list with reasoning attached.
Live LBO base case, equity bridge, IRR sensitivity grid. Source-reconciled to FMP and FRED, with a mega-cap guard so multi-trillion targets cannot accidentally clear.
MV, HRP, Risk Parity and Black-Litterman; Brinson attribution, ex-ante factor exposure, and a PBO / DSR robustness pass on the chosen basket.
Book a scoping call.
A 30-minute scoping call is the fastest way to see if there is a fit. We use it to understand fund size, current memo workflow, and where the manual time goes. Pricing follows from that conversation.
Book a 30-minute scoping callPrefer email? francois@frostaing.com