Private Equity & Family Offices
Diligence at deal speed. Portfolio reporting without the chase.
The constraint is analyst-hours: diligence packs assembled in days, portfolio monthlys collected by email, board memos rebuilt by hand. Agents carry the assembly so judgment gets the hours.
Diligence packs
Data rooms, CIMs and filings read against your checklist — red flags and follow-up questions listed with citations to the page.
Portfolio monitoring
KPI packs pulled from each portfolio company on a fixed cadence, formatted to your template, variances flagged.
Board memo drafting
First-pass memos assembled from portfolio reporting and prior decisions, with the ask stated up front.
IC note synthesis
Committee notes and deal discussions structured into searchable decision records across the fund.
Bring your project list.
The ones running, the ones stalled, and the one someone's cousin built in a weekend. Thirty minutes establishes whether the wave is worth riding — and what gets killed first.
support@hypercli.com