Our first industry · Private equity
Have your AI find targets, assess opportunities and analyse memoranda, using existing workflows configured for your fund. Build further with us on due diligence, IC memos and portfolio reviews.
Start with everyday work
Start with prospecting, quickscan, full IM analysis or market monitoring. Due diligence, IC memos and portfolio reviews have a foundation we develop with you. We configure the fund profile, sources and access for your work.
Build a list of suitable targets, check it against your connected CRM and prepare the first approach.
You choose whom to approach and send the emails yourself.
Assess a teaser, broker email or IM against all fund criteria. The quickscan takes reported figures as its starting point and flags each criterion, with one-line advice. Contact history can be included through a CRM extract or connection.
Missing information stays visible. Your team decides what proceeds.
Read the full IM, check calculations and examine normalisations. Get an overview and flag matrix, an evidence document with a source for each claim, and an Excel file with calculation checks.
A substantiated working document for review by your team.
Connect the investment thesis to information requests, evidence and red flags. Prepare meeting questions and show how findings affect the decision.
Your team and advisers assess the evidence and its implications.
Prepare a review-ready memo with the thesis, counterevidence, scenarios, conditions and open questions. Start the discussion with the substance.
The IC makes the decision. The memo makes uncertainties explicit.
Turn management packs and board materials into a partner update, focused board questions and early covenant warnings.
You review the signals and agree follow-up with management.
For example, a deal was rejected last year because it relied on one large customer. Now the IM returns with a broader customer base. The analyst finds the shared decision and its reasoning, then investigates whether that reasoning still holds. The earlier judgment gives direction to new research.
A dedicated skill to compare monthly financials with budget and earlier periods, preparing for the CFO conversation, is a further extension. We develop it around your reports and questions.
Private equity · our own test dossier
What happens when you put the figures, risks and previous experience together? Explore the Bergveld Klimaattechniek dossier.
Revenue & EBITDA € mln
Visualisation of source data on page 4.
Revenue grows from €19.8 million in 2023 to €25.9 million in 2025. Over the same period, EBITDA rises from €1.9 to €3.3 million.
How much of that improvement is structural? The table alone does not answer that.
“fixed-price contracts amid rising material prices”
Risk according to the seller · page 7
Not stated in this source.
The memorandum identifies fixed-price contracts amid rising material prices as a risk. Revenue growth does not show how much price risk sits in the order book.
What share of the work has price indexation, and what share has a fixed price?
74%
of revenue: fixed-price contracts without indexation
A reason to ask further questions in the next dossier.
Authored test case. This percentage is not about Bergveld.
In a different installation business, 74% of revenue was fixed-price without indexation. The firm recorded that judgment. It is relevant experience, not a fact about Bergveld.
Discuss price indexation in the first meeting. Is this risk actually covered at Bergveld?
Synthetic evaluation material, not a customer dossier. Source pages come from our fixed test set; the explanations in this exploration are editorial, not live AI answers.
Open the test memorandumFrom workflow to digital colleague
A memorandum arrives in the connected mailbox. Deals submits it to Fulkeno, runs the quickscan and posts the initial assessment in Teams. Colleagues with access can ask follow-up questions about the same document from their own AI tools. From arrival to shared investigation.
Demonstrated live in our own environment with real email, Teams and the library. Deployment and validation in your environment are part of the setup.
Recording the assessment with the document requires explicit approval from an authorised employee. Deals does not make investment decisions.
Explore access and data flowsResearch and monitoring · already available
Research market, target and portfolio signals on demand, or schedule recurring tasks in Claude or Codex. The plugin supplies the recipes; your AI client runs the scheduled tasks. CBS StatLine is connected for relevant market questions.
Markets & targets
Follow selected themes and signals at target companies. Get a timely reason to revisit a business or start a conversation.
Recipes: theme radar and target triggers
Portfolio & board
Schedule portfolio monitoring and preparation for the board cycle. Give your team input for the partner update and the discussion with management.
Foundation recipes · developed with you
Incoming dealflow
Have agreed sources checked periodically and incoming opportunities assessed against your fund profile. The team can focus on those that need attention.
Recipe: inbound dealflow triage
Choose a workflow, agree on what a useful result looks like and measure the difference. That is where your shared advantage begins.
