DealScout

AI-powered private markets software for the full investment lifecycle.

One platform from first document to final distribution. DS1 for deal intelligence. DS2 for fund operations. One Security ID that never breaks.

Built for institutional private market investors

DS1 + DS2End-to-end investment lifecycle
One Security IDInbox through to LP exit
Dual-controlWires & distributions
Human-gated AINothing posts without review

The DealScout Platform

Unify front office intelligence with fund operations.

Purpose-built for PE and family offices. Extract, model, decide, execute, and operate — without breaking the audit trail between systems.

DS1

Deal Intelligence

Inbox to IC decision

AI extraction, LBO/DCF modelling, fit scoring, IC memo generation, and pipeline — every figure linked back to source.

  • AI document extraction
  • LBO & DCF models
  • IC memo generation
  • Fit scoring & diligence
DS2

Investment OS

IC decision to exit

Portfolio monitoring, NAV, capital calls, distributions, wire processing, LP portal, and fund accounting on the same record.

  • NAV & valuations
  • Capital calls & LP portal
  • Wire dual-control
  • Fund accounting & GL

Who we serve

Built for institutional private market investors.

Purpose-built for the teams that buy, monitor, and report on private market investments — without stitching together point tools.

PE

Private equity

Deal teams and investment committees running inbox-to-IC workflows with provenance on every figure.

FO

Family offices

Direct investing with dual-control, Security IDs, and a single record from commitment through exit.

PC

Private credit

Instrument terms, covenants, and credit workflows tied to the same Security Master spine.

OPS

Fund operations

Capital calls, wires, NAV, and LP reporting on the executed investment record — not a parallel system.

Capabilities

Every workflow on one continuous record.

01

AI extraction

Drop CIMs, accounts, board packs, and models. Conflicts surface for human review before anything reaches a model.

02

LBO & DCF

Debt schedule, sensitivity grid, WACC, FCF — wired to confirmed financials, not copied assumptions.

03

Fit scoring

Live preview against fund criteria. Every input traceable. Every score auditable.

04

IC memo

Eleven-section investment committee memo generated from confirmed data and model outputs.

05

Pipeline

Kanban across new → diligence → IC → approved. Every stage change audit-logged.

06

Portfolio & NAV

On execution the entry model freezes and the same Security ID carries through to exit.

Full fund lifecycle

From upload to exit — six steps, one spine.

  1. UploadData room indexed to a Security ID
  2. ExtractSourced line items with conflicts
  3. ReviewHuman confirm before models run
  4. DecideIC memo, LBO, DCF, fit score
  5. ExecuteSame ID freezes into DS2
  6. MonitorNAV, calls, wires — to exit

Security Master

One ID. Born at deal creation. Lives forever.

The moment a deal enters DealScout, a Security ID is generated. It threads every document, model, and IC memo. On execution that same ID becomes the spine of the DS2 investment record — through completion, monitoring, and final distribution.

  • DRAFT on deal creation
  • ACTIVE on IC approval and execution
  • LIVE on legal completion and funding
  • REALISED on exit and final distribution
DS-DEMO-EQ-00-0001Sample Firm Alpha
LIVE
DS-DEMO-PC-00-0002Sample Firm Beta
ACTIVE
DS-DEMO-EQ-00-0003Sample Firm Gamma
DRAFT
DS-DEMO-VC-00-0004Sample Firm Delta
REALISED

Ready to run a deal end-to-end?

Email contact@dealscout.financial — DS1 through DS2 with your workflow.