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Everything your firm knows.
The instant you need it.

Private markets runs on relationships, and so should your AI.

Your firm's memory is scattered
across inboxes, products, and people's heads.

IGS connects the documents, data, and source evidence behind every deal, so your team works with the full picture, not the file in front of them.

Overview
1024 funds across 120 GP's.
864 invested.
345 document sources.
Last update 2h ago.
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The Deal Lifecycle is Bottlenecked by Manual Extraction

Your analysts are spending 80% of their time hunting for numbers, manually updating Excel templates, and drafting standard IMs. This leads to burnout, costly human errors, and slower deal execution. It’s time for a smarter M&A workflow.

An AI Analyst That Never Sleeps

1. Intelligent Document Workspace

Upload thousands of unstructured documents securely. Select exact file combinations to serve as the highly-focused context for your financial models and deal collateral. No hallucinated data—just your exact source of truth.

  • Upload Target Data Room
    PDFs, Word Docs, CIMs
  • Select Source Context
    Define boundaries for AI extraction
  • Generate Deal Collateral
    Run models and memos simultaneously

2. Automated Excel Modeling

Upload your firm’s proprietary Excel templates. Our AI instantly extracts financial metrics from source PDFs and maps them directly to the correct spreadsheet cells.

Extracted Metric Mapped Cell Status
FY22 Revenue P&L!B12 Mapped
Adjusted EBITDA P&L!B24 Mapped
CAPEX Estimates CF!D18 Mapped

Draft Investment Memorandums & Teasers in Minutes

3. Instant Deal Collateral

Generate professional Investment Teasers and comprehensive IMs tailored to your target audience. Turn complex data rooms into compelling deal narratives instantly.

Investment Teasers

Select source documents, specify target audience, and set slide count. AI generates high-impact presentations to drive buyer interest.

Comprehensive IMs

Build full-scale memos. Synthesize Executive Summaries, Market Overviews, and Projections into cohesive narratives.

1-Click Fact-Checking

The biggest hesitation with AI is accuracy. We solved it. Click any generated claim or metric to instantly view the exact source document and highlighted paragraph. Total transparency.

Trace: "EBITDA margin grew by 14%"

Uncover Red Flags Instantly.
AI Due Diligence Automation.

Accelerate your FDD and Legal DD. Our AI scans historical financials, legal contracts, and board minutes to instantly generate executive summaries of critical risks and deal-breakers. Front-load risk identification instead of waiting weeks.

Financial Due Diligence Automation

Evaluate financial health, historical performance, and hidden risks instantly.

Quality of Earnings (QoE)

Automatically identify one-time, out-of-period, or non-recurring items to normalize EBITDA and reveal true run-rate.

Net Working Capital & Net Debt

Identify required peg capital and uncover hidden "debt-like" items such as deferred revenue and pending settlements.

Margin Volatility

Deep dive into historical revenue trends and operating expenses to flag significant margin degradation early.

Local Law & Ministry Synchronization

Regulatory non-compliance can shut down operations overnight. Spot industry-specific hurdles.

License Validity

Flags expired, temporary, or non-transferable ministry licenses including product registrations and environmental clearances.

Ministry Audits

Identifies pending investigations, warnings, or unresolved inspection notices scattered throughout documentation.

Compliance Verification

Deep dives into AML/KYC protocols, data localization mandates, and mandatory minimum capital requirements.

Comprehensive Output Solutions

Automated generation of critical investment artifacts and risk assessments.

Due Diligence

Automated reconciliation and verification of data sets across legal and financial workstreams with zero manual entry.

Investment Memo & Teaser

Instant generation of investor-ready documents and teasers based on real-time business performance data.

Investment Model

Dynamic financial modeling that integrates directly with the Mega Sheet infrastructure for high-fidelity forecasting.

Red Flags Report

Critical Issue Detection: Real-time identification of legal discrepancies or financial anomalies that could jeopardize deal integrity.

Integrated Output: One platform, one click, total deal readiness.
POC

Unprecedented Efficiency in Data Processing

Replacing weeks of manual labor with minutes of automated precision.

Traditional Process

Manual data entry operations typically span weeks to complete complex financial data sets, prone to human fatigue and clerical errors.

30k+
Data Points
100%
Accuracy Rate
10mins
Processing Time

We successfully injected 30,000 data values into the master "Mega Sheet workbook" infrastructure with zero discrepancies.

The system achieved in 10 minutes what previously required full teams working for multiple weeks, ensuring immediate "audit-ready" status.

Impact: 99% reduction in processing time while eliminating human error.

Ready to Modernize Your Deal Analysis?

Accelerate your M&A lifecycle and eliminate manual extraction errors today. Join the leading firms optimizing deals with IGS.