Streamline Deal Sourcing and Diligence with o11

In Private Equity, the ability to rapidly assess an opportunity is a competitive advantage. The best firms don’t just see more deals; they get to conviction (or rejection) faster.

However, the proliferation of data means that deal teams are drowning in CIMs (Confidential Information Memoranda), teaser decks, and data rooms.

o11 accelerates the diligence process, acting as an always-on analyst that can digest documents at superhuman speeds.

Automating the Diligence Stack

1. The CIM Triage

Instead of manually reading a 120-page CIM to fill out your standard “Deal Screen” template, let o11 do the heavy lifting.

Prompt: “Analyze this CIM. Extract the following: Revenue CAGR, Customer Concentration (Top 5%), Adjusted EBITDA Add-backs, and Key Management Team bios.”

o11 extracts this data directly into your Excel screening template.

2. Data Room Intelligence

The VDR (Virtual Data Room) is where deals often stall. o11 allows you to query the entire document set.

Prompt: “Scan these 50 contracts. Are there any Change of Control provisions that would be triggered by this acquisition?”

3. Comparable Analysis

Valuation requires context.

Prompt: “Identify 5 comparable public companies in the Logistics Software space. Create a table showing their current EV/Revenue and EV/EBITDA multiples.”

The Velocity Advantage

Firms using o11 report a 40% reduction in time spent on preliminary diligence. By automating the extraction and synthesis of data, your Investment Committee can spend their time debating the merits of the deal, not the accuracy of the numbers.

Move fast. Dig deep. Win the deal.