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AI Due Diligence Copilot for lower-mid-market private equity. Upload a data room, get sourced red flags, management questions and a draft IC memo — not in days.

Helios AgriTech

Workspace · Helios AgriTech · Cockpit

Live analysis

Sourced red flags

247 documents · 12 flags · 47 citations

Live

  • Customer concentration

    Commercial

    Top-3 customers represent 64% of FY24 revenue.

    Annexe-3.xlsx · p.12

  • EBITDA bridge

    Finance

    €2.1M of one-off adjustments to normalize.

    P&L 2024.pdf · p.04

  • Senior debt covenant

    Finance

    Headroom breached for 2 quarters in 2024.

    Loan agreement.pdf · §4.2

  • IP ownership

    Legal

    2 patents jointly owned with prior employer.

    Patent assignment.pdf · §2

Last sync · 12 seconds ago

Built for PE deal teams investing in

  • Services
  • Healthcare
  • Energy
  • Agriculture

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AI Due Diligence

Upload a data room. Get sourced red flags, management questions and a draft IC memo with citations — in 30 minutes.

Pipeline coverage

94%

Thesis-aligned targets surfaced

  • Sourced1,284Q3+312
  • Qualified184≥7.0+42
  • In DD12live+3
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Lead Sourcing & Outreach

Score targets against your investment thesis, enrich with financials, and trigger outreach — wired to your CRM.

From lead to IC decision in one workflow

End-to-end automation with human checkpoints where it matters most.

  1. 01100% automated

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    Scraping and ingestion across deal networks, brokers and public registries.

  2. 02100% automated

    Enrichment

    Financials, headcount, ownership and intent signals layered onto every target.

  3. 03100% automated

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    Each target ranked against your fund's mandate and investment thesis.

  4. 0485% automated

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  5. 05100% automated

    Virtual Data Room

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  6. 0692% automated

    Due Diligence Agents

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  7. 0792% automated

    Risk Engine

    Sourced red and green flags with severity scoring across every workstream.

  8. 08Human review

    Human Review

    Analysts validate, comment and override before anything ships to the IC.

  9. 09100% automated

    IC Memo

    Decision-ready memo with citations, charts and a management Q&A appendix.

The deal workspace for lean PE teams

Lower-mid-market PE

Small teams, manual workflows. The biggest efficiency wins are right here.

Deal workspace

A shared cockpit for the deal team. Every analyst, every memo, every red flag — sourced, versioned and exportable.

  • Upload data room
  • AI extraction & analysis
  • Sourced red flags
  • Management questions
  • Exportable IC memo

First-pass DD in 30 minutes instead of 5 days.

IC Memo — Helios AgriTech

Draft v2 · Updated 2 minutes ago

Decision-ready
  1. 01

    Investment thesis

    Vertically integrated agri-tech with EBITDA expanding 18% YoY. Defensible position in EU specialty crops.

    Pitch deck · p.4

  2. 02

    Financial snapshot

    Revenue €31.0M, EBITDA €4.2M (13.5% margin), Net Debt €14.3M, growth +18% YoY.

    P&L 2024.pdf · p.04

  3. 03

    Customer concentration risk

    Top-3 = 64% of revenue. Retention >92% over 5 years but renewal cycle Q4 2026.

    Annexe-3.xlsx · p.12

Open management questions

  • Renewal probability of top customer for FY26?
  • How will the €2.1M EBITDA bridge be funded post-deal?
  • Litigation disclosed in latest data room update?

Decision-grade output

Not summaries. A PE-grade memo with a traceable source on every claim.

Deal thesis

100% automated

Pre-filled from your fund's mandate and the target's profile.

Financial snapshot

100% automated

Revenue, EBITDA, debt and growth normalized across reporting years.

EBITDA adjustments

95% automated

One-offs, run-rate and pro-forma bridges with footnoted sources.

Customer concentration

100% automated

Top-N exposure and contract duration risk by client and segment.

Debt & covenant risks

92% automated

Maturity walls, headroom analysis and covenant breaches with citations.

Quality of earnings

90% automated

Flags on revenue recognition, working capital and cash conversion.

Commercial DD questions

85% automated

Targeted questions ready to send to commercial advisors and management.

Legal red flags

88% automated

Risky clauses, litigation exposure, IP and ownership issues surfaced.

Management questions

100% automated

Sharp, sourced questions ready for the next management meeting.

Scale across funds

Helios AgriTechDD ready

Severity

Medium

12 red flags · 47 cited sources

Open IC memo

Multi-fund consolidators

Portfolio-wide oversight

Run multiple funds and deal teams under one workspace with consolidated reporting, audit trails and access controls.

  • Cross-fund deal pipeline
  • Document categorization
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Everything for single funds — across your whole platform.

Built for regulated capital

Sourced on every line

Every claim cites the underlying document, page and clause.

Secure by default

RBAC, SSO and encrypted virtual data rooms hosted in the EU.

Audit-ready logs

Every action, every export, every override is traceable.