Private Equity

Inbound deal flow moves faster than an analyst can read.

ARC embeds into sourcing, diligence, and portfolio monitoring. Agents read the CIM, normalize the financials, populate the LBO, pull comps and precedents from your subscriptions, and draft the first pass of an IC memo in your template. Every citation links back to the source page in the data room so a VP can review in minutes, not hours.

Workflows We Run

Inbound deal screening (CIMs, teasers, management decks) against fund thesis
LBO model population, sensitivity toggles, and IRR waterfall checks
Comparable company and precedent transaction analysis from PitchBook, CapIQ, and FactSet
Management meeting pre-read packets from 8+ quarters of filings and public commentary
Add-on sourcing for platform portfolio companies
Quarterly portfolio monitoring with KPI variance flagging
Fund formation comps and LP inquiry response drafting
Pre-IC memo and post-IC tracker maintenance

Work Products

CIMLBO ModelComps BookPrecedents BookIC MemoQoE SummaryDD TrackerPortfolio DashboardAdd-On Target ListLP Response MemoPre-Read Packet

Relevant Pillars

Pillars that most often apply in Private Equity.

Deal & Investment Work

The work that moves capital forward. Built into your underwriting templates, memo standards, com...

Research & Intelligence

Pre-read prepared. Competitive landscape mapped. Portfolio alerted on what matters.

Operations & Compliance

The unglamorous hours that quietly eat analyst time. Reconciled, triaged, organized, summarized.

Next Step

Pick a Workflow. Let's Build It.

A no-cost briefing is the start. Bring one deliverable that eats your team's time. We will sit with the analyst who owns it, map the pipeline end-to-end, and show you exactly what an ARC agent would do.

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