Private Equity

Faster, smarter M&A for private equity.

From the moment a CIM lands to the moment you close. AcquiOS parses contracts, QofE workpapers, and diligence docs into a structured deal thesis, risk register, and Day-1 plan. Every workflow covered, every finding traceable.

Book a Demo View Pricing

Hours

From CIM upload to structured deal thesis

Day 1

Plans auto-generated from diligence findings

100%

Citation-traceable outputs

The Problem

PE diligence is a document overload problem.

Manual Traditional workflow

✕Contracts and credit agreements require manual review. Passes take weeks and miss key information.

✕SPAs, TSAs, and side letters must be cross-referenced by hand. Dependencies and fees get lost.

✕Covenants tracked in spreadsheets, creating breach risk and late lender notices.

✕QofE and operating data reconciled manually across GL, billing, and CRM silos.

✕Diligence findings scattered across workpapers and emails. Building a Day-1 plan requires manual synthesis.

AcquiOS AI-powered, unified, fast

✓Contracts instantly parsed. Key terms, obligations, and risks automatically extracted.

✓SPAs, TSAs, and side letters linked automatically. Dependencies, fees, and survival periods mapped.

✓Key obligations, covenants, and consent requirements extracted and mapped to the deal timeline.

✓QofE and ops data unified. Revenue quality, cohorts, and anomalies surfaced automatically.

✓Diligence findings and risk flags automatically organized into a Day-1 and 100-day plan, ready to assign and track.

Capabilities

From CIM to close, every workflow covered.

Contract Intelligence

Extracts key terms from SPAs, TSAs, credit agreements, MSAs, leases, and employment docs. AI parsing highlights red flags and links each finding to the source clause with a deal-ready risk register.

Due Diligence PM

Centralized diligence workspace that tracks every workstream, document request, and open item. Assign tasks, set deadlines, flag blockers, and auto-generate Day-1 and 100-day plan drafts from findings.

SPA & TSA Mapping

Central view of obligations, milestones, service levels, fees, and off-ramps pulled from SPAs, TSAs, and disclosure schedules. Build Day-1 and 100-day plans, map dependencies, assign owners.

IC Memo & Deck Creation

Generates investment committee memos and presentation decks in your firm's templates directly from diligence findings, financial analysis, and deal thesis — every claim linked back to the source.

QofE & Financial Analytics

Revenue quality, cohort analysis, and anomaly detection from GL, billing, and CRM exports. Surfaces retention drivers and reconciles with the deal model automatically.

Conflict Detection

Automatically scans deal parties, advisors, and counterparties against your firm's existing relationships and deal history. Surfaces potential conflicts before they become problems, with a full audit trail.

Who It Serves

The full deal stack, covered.

Investment Team

Accelerate diligence and deal execution

Synthesize CIMs, contracts, QofE, and cohorts into a clear deal thesis

Surface change-of-control and consent requirements early

Arrive on Day 1 with a risk map and 100-day plan

Legal & Compliance

Extract obligations, identify risks

Review SPAs, credit agreements, and side letters at clause level with AI-extracted risk flags

Surface change-of-control provisions, consent requirements, and survival obligations

Every finding linked to the source document for full traceability

Operating Partners

Hit the ground running on Day 1

Enter every new portfolio company with a Day-1 and 100-day plan built from diligence

Standardize integration processes across carve-outs and roll-ups

Assign owners, set milestones, and track execution in one workspace

Fund Ops & IR

Keep LPs and stakeholders informed

Centralize LP side letters, MFN terms, and reporting cadences in one place

Pull from diligence and financial analysis to generate accurate quarterly updates

Maintain a traceable record of deal decisions and supporting documents

Common Questions

Frequently asked.

How does AcquiOS integrate with our current deal process?

AcquiOS plugs in alongside your VDR and financial model. Upload CIMs, QofE workpapers, contracts, and GL exports. The platform parses everything into a living deal thesis, a red-flag heatmap, and a 100-day plan draft. Assign action items within the platform and export IC-ready pages directly. Nothing in your current workflow is replaced overnight.

What document types can AcquiOS review?

SPAs, TSAs, credit agreements, MSAs, leases, employment and equity docs, QofE workpapers, banker decks, GL exports, billing and revenue tables, CRM datasets, scanned files via OCR, emails, exhibits, and regulatory filings. Nearly anything that holds legal, financial, or operational information.

Can AcquiOS handle specialized PE data formats?

Yes. AcquiOS ingests VDR exports, PDFs, Word, Excel, CSV, and structured tables from GL, billing, and CRM systems. It recognizes common QofE workpaper structures, normalizes chart of accounts, and links contract folders to specific obligations. All parsing is traceable to the source document.

How does multi-stakeholder access work during diligence?

AcquiOS uses role-based access controls (RBAC) and AI-native permissions. Corp dev might see red-flag summaries, legal can dive into clause-level detail, and external advisors only access anonymized or scoped subsets. This reduces reliance on duplicative data rooms while maintaining enterprise-grade security and audit trails.