Diligence preparation
Turn source information into a consistent, reviewable output built around your team’s process.
More conviction.
Less document work.
Bring structure to diligence, portfolio reporting, and investment committee preparation. Give your deal team more time to ask the questions that matter.
Data-room documents↓Diligence preparation↓Evidence-linked diligence pack
Make the work
flow better.
For deal teams & operating partners.
Portfolio-company reporting
Connect information, reduce repetitive preparation, and keep ownership of the next action clear.
Investment committee preparation
Connect information, reduce repetitive preparation, and keep ownership of the next action clear.
Operating KPI consolidation
Connect information, reduce repetitive preparation, and keep ownership of the next action clear.
A clearer path from data room to diligence.
An illustrative mid-market private equity firm receives financial statements, operating reports, and management materials across a sprawling data room. Analysts repeatedly extract the same figures and assemble initial diligence packs by hand.
Explore the scenarioMODELED TIME REDUCTION61%
Not an actual customer result.
18 → 7 hours / pack
Hypothetical assumptions.Not an actual customer result.
Your systems.
A connected workflow.
We assess access, data quality, and integration options before committing to a build. Connections depend on the systems and permissions available in your environment.
Clear boundaries.
Deliberate approvals.
Deal-team members verify source evidence, resolve ambiguities, and approve the diligence pack. Investment decisions stay with the firm.
Engineering & data practicesQuestions about private equity workflows
What AI workflows can Coenties build for private equity teams?
Workflows can support data-room document classification, source-linked diligence packs, portfolio-company reporting, investment committee preparation, and operating KPI consolidation.
How is investment judgment handled?
Deal-team members verify source evidence, resolve ambiguous information, and approve outputs. Investment decisions remain with the private equity firm.
How would a diligence pilot be evaluated?
Measure preparation and review time against a documented baseline, alongside completeness, source accuracy, corrections, adoption, and operating costs. Agree on acceptance criteria before expanding the workflow.