EquityOS replaces the manual grind of deal sourcing, due diligence, and portfolio management with a single autonomous system. Built for mid-market PE firms that want to move faster with fewer analysts.
No setup required. Define your thesis, get ranked targets in 60 seconds.
Associates spend weeks cold-calling, attending conferences, and combing through databases. Most leads go nowhere.
$85K/yr per analyst100-page CIMs get summarized by hand. Financial models rebuilt from scratch. The same work, every deal, every time.
6-8 weeks per dealQuarterly reports arrive late. Performance issues surface after the damage is done. No firm has real-time visibility.
Blind spots cost millionsEvery quarter, teams scramble to compile updates across portfolio companies. It takes days. Every time.
40+ hours per cycleEquityOS handles the entire fund operation, from thesis to exit.
Feed it your investment thesis. EquityOS scans thousands of private companies, scores them against your criteria, and surfaces ranked targets with one-page investment summaries.
Upload a CIM. Get a structured breakdown in minutes: financials, risks, comparables, and a preliminary investment memo. Your analysts focus on confirmatory checks, not data entry.
Real-time dashboards across every portfolio company. Revenue trends, operational KPIs, and early warning signals, not quarterly surprises.
Quarterly updates compiled automatically. Performance attribution, portfolio summaries, and market context, ready for review in hours, not weeks.
Track every opportunity from first contact to close. Automated follow-ups, relationship scoring, and pipeline analytics that tell you where to focus.
Deploy EquityOS as your own. Custom branding, your data, your workflows. The infrastructure that powers autonomous PE, sold as a platform.
| Capability | Point Solutions | EquityOS |
|---|---|---|
| Deal Sourcing | Grata, Conceptor | Built-in, thesis-driven |
| Due Diligence | Clarum, manual | Autonomous CIM analysis |
| Portfolio Monitoring | ChatFin, spreadsheets | Real-time, always on |
| LP Reporting | Custom builds | Auto-generated quarterly |
| Relationship Intel | Affinity, 4Degrees | Integrated deal context |
| Full Lifecycle | Requires 5+ tools | One platform |
Private equity has been running the same playbook for decades. EquityOS is the infrastructure layer that changes the economics of the entire industry.