Deal Execution
IC memo, DD, LBO model, valuation. From sourcing to close.
FOR PE / VC FUNDS
Your deal team, structured.
AI implementation for PE / VC funds. Built around your deal flow. From sourcing to close, every IC memo audit-ready by default.
30-minute discovery call. No demo, no pitch deck.
Deal execution depends on who is available that week.
The same fund. The same Claude subscription. Two analysts. Two completely different IC memos. We close that gap.
The work
Without Leopoldo
With Leopoldo
DD structure
DD structure
Each analyst structures DD differently
Every DD follows the same rigor
IC memos
IC memos
IC memos depend on who is writing
IC memos follow a proven structure
Knowledge
Knowledge
Knowledge walks out when analysts leave
Process is codified, not personal
Big 4 output
Big 4 output
Big 4 output sits in silos
Big 4 output feeds value creation plans
Junior ramp-up
Junior ramp-up
Junior analysts learn by trial and error
Junior analysts learn from senior patterns
What we compose for a typical mid-market PE fund.
A core set covers deal execution end to end. The rest is added on the strength of your strategy and stage, decided in the design phase.
Core composition
Due Diligence
Financial, commercial, legal DD. Structured outputs across every analyst.
Portfolio Monitoring
KPI tracking, value creation plans, board prep. Always current.
Investor Reporting
Quarterly letters, capital calls, distribution notices. Audit-trailed.
Compliance & AML
KYC, sanctions screening, MiFID II. Audit trail by default.
Added when the work calls for it
Market Research
Competitor scans, sector deep-dives, M&A activity tracking.
M&A Advisory
Pitch books, fairness opinions, sell-side process management.
Composition is decided in the design phase, not in the sales call. Custom work is quoted once we know what it is.
How a typical week looks.
Three concrete moments. The same week, the same team, before and after Leopoldo.
New deal sourced
BEFORE
IM read by analyst on Monday. IC memo draft circulating Friday afternoon, missing comparables.
WITH LEOPOLDO
Analyst pulls IM into the workflow. Thursday afternoon, IC memo first draft ready. Comparables auto-pulled, structure follows fund template, audit trail attached.
Quarterly LP letter due Monday
BEFORE
Two analysts pulled into formatting. Two days, three rounds of partner edits. Compliance flags on Sunday night.
WITH LEOPOLDO
Letter generated from portfolio data. Two hours, brand-templated. Compliance gate runs upfront, no Sunday surprises.
Portfolio review with partners
BEFORE
Friday scramble. KPIs three weeks stale. Value creation plan inconsistent across the room.
WITH LEOPOLDO
All KPIs current. The value creation plan updates as the data lands. Partners discuss decisions, not data hygiene.
POWERED BY
The Leopoldo framework.
What we have already built for this work, set up around the way your firm runs.
Read about the frameworkBuilt for how PE / VC actually works.
Data sovereignty
Deploys inside your Cowork workspace. Your data never leaves your control.
Audit trail
Every output carries a complete decision trail. Every reasoning step is traceable.
Quality checks
Every number comes with its source. Regulated work carries the disclaimers it needs.
EU data residency
Servers and backups in Frankfurt. No data leaves the EU. By design.
TALK TO US
Talk to us about your deal flow.
30-minute discovery call. No demo, no pitch deck. A conversation about your last three deals: what worked, what was chaos.