Accelerating Private Equity Due Diligence

Unblocking the most time-consuming aspects of PE diligence, enabling investors to evaluate more opportunities each year
Made by investment professionals, for investment professionals

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Built by professionals from:

Leveraging AI to accelerate data diligence

Share any spreadsheet with us.
We'll deliver a first draft of the key data insights in seconds.

We combine modern software tools + the traditional Excel proof that investment professionals can't live without.

Deep dive:

Drafting a Data Pack in <10 minutes:

Step 1: Data Cleaning

Upload spreadsheets from the VDR containing customer/product data. We can automatically convert most files into a clean cube

Step 2: Data Analysis

Instantaneously visualize data "cuts", across any subsegment.
E.g. Cohort analyses for the Enterprise segment, only for customers spending >$25K

Step 3: Proof in Excel

Export data visualizations into an Excel spreadsheet. Each number is backed by dynamic Excel formulas (no hardcoding)

Step 4: Export to PPT

Automatically generate a first draft of the summary presentation in your firm's formatting style.

Why Waverly AI?

Use Cases

Focus on What Really Matters

Let us handle the manual formulas and formatting. Free up more time to focus on critical thinking and strategic decision-making, whether you're an Associate or a Principal.

Screen Opportunities Faster

Get to the 80/20 view on key data questions within minutes. Determine whether certain deals are worth investing valuable resources in before diving deeper.

Unearth Diamond-in-the-rough Insights

We apply a LLM to iterate through potentially hundreds of data combinations, to find insights that humans may miss. E.g. What are the most interesting dollar spend amounts to analyze? Are customers spending $25K or $50K more relevant?

Build Proprietary Database of Prior Deals

Apply our analytics across all previous deals that your firm has evaluated. Then, benchmark new opportunities relative to the KPIs from prior deals.

Client Testimonials:

"It’s mission critical for us to find insights in the data. It would have taken us multiple days to review this data, and you guys turned it over in <24 hours and the depth of analysis is great. I was really impressed"

Managing Partner, LMM fund

“You've shown us a completely different way of looking at the business. If we can drive disproportionate outcomes by focusing on only 1 subsegment, that opens up new growth opportunities.. I'm sold”

President, LMM fund

"I wish my Associate were here to see this. We just did this exercise manually recently, and it took over 10 hours"

VP, MM PE fund

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