Source, assess and grow more companies with the deal team you have.

01 Data room overload

Thousands of documents arrive at once, and the first week of diligence goes to finding things before anyone can assess them.

02 Deal sourcing noise

Intermediary teasers, inbound approaches and proprietary leads arrive faster than the team can screen them against the thesis.

03 Slow IC memo preparation

Investment committee papers are assembled by hand from models, notes and adviser reports, often late at night before the meeting.

04 Fragmented portfolio operations tracking

Value creation plans, board packs and KPIs live in separate spreadsheets for each company, so the real picture arrives late.

Deal Screening and Target Matching

The problem

Good opportunities are lost in a queue of teasers nobody has had time to read.

The mOS process

An Agentic Citizen reads every incoming opportunity, extracts sector, size, ownership and key metrics, scores it against your thesis and presents a ranked shortlist with its reasoning for the deal team to review.

The outcome

Your team sees every opportunity and spends its time on the ones that fit.

Data Room Ingestion and Diligence Support

The problem

The first week of diligence goes to indexing and reading before analysis can begin.

The mOS process

Agentic Citizens ingest the data room, index every document, extract contracts, financials and key terms, and flag gaps and inconsistencies against your diligence checklist, with every finding cited to its source.

The outcome

Your deal team and advisers start from an organised, cited view and focus on the issues that matter.

IC Memo and Valuation Dossier Preparation

The problem

Investment committee papers are assembled by hand under deadline pressure.

The mOS process

Working from your model, diligence findings and team notes, an Agentic Citizen drafts the memo and valuation dossier in your IC template, each figure linked to its source, for the deal lead to review and finalise.

The outcome

Consistent, traceable papers for your committee, and a deal team that keeps its evenings.

Portfolio Value Creation Tracking

The problem

Value creation plans drift when KPIs and actions are tracked separately for each company.

The mOS process

Agentic Citizens gather KPIs and board pack data from each portfolio company, track progress against the value creation plan and draft a portfolio summary for the operating partners.

The outcome

Operating partners see the real picture sooner and intervene earlier.