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DealLogic turns a Confidential Information Memorandum into an 18-section Investment Committee memo — the same depth your analysts produce in 40 hours, delivered before your morning meeting.
No credit card required · First memo is free
40+
Analyst hours saved per deal
18
IC memo sections generated
<5
Minutes from CIM to draft
6
Risk dimensions analyzed
The Problem
You see 200+ deals a year. Each one needs an IC memo. Your associates spend 40 hours per deal on research, financial modeling, and writing — and still miss risks that surface post-close. Meanwhile, the best deals get snapped up by firms that move faster.
200+
CIMs per year
40hrs
per IC memo
$8K
cost per memo
How It Works
Drop a PDF. We extract every data point — financials, products, customers, risks — and use it as the authoritative source.
Where the CIM is silent, we research: market sizing from Census data, litigation from court records, patents from USPTO, competitor financials from SEC filings.
An 18-section memo with every number sourced. Click any section to edit. Disagree with a finding? Hit regenerate with your feedback.
Export to PDF. Every claim traced to its source. Your partners see a memo that reads like your best associate wrote it.
What You Get
18 sections covering everything an Investment Committee needs to make a decision. Every number sourced. Every risk quantified. Zero AI fluff.
Leads with the recommendation. Deal score 0-100. Key highlights and critical risks — partners get the answer first.
The question every IC asks first. Technological, regulatory, and behavioral catalysts. Is this structural or ephemeral?
TAM/SAM/SOM anchored in Census Bureau establishment data, not guesses. Top-down and bottom-up cross-checked.
3-statement model with company-specific assumptions. Full LBO: leverage, debt paydown, IRR/MOIC across bear/base/bull.
Legal, customer concentration, technology, competitive moat, key person, ESG. Each risk quantified: likelihood x impact. Court records and patent data included.
7 moat types scored 0-10: network effects, switching costs, scale, brand, IP, cost advantages. Moat trend: strengthening, stable, or eroding.
Is this a buy-and-build opportunity? Market fragmentation score. Add-on targets. Disaggregated returns: organic vs margin vs M&A.
CAC, LTV, payback period, burn multiple, Rule of 40. Go-to-market analysis: product-led vs sales-led, organic vs paid.
Key person risk. Owner dependence score. Recommended deal structure: cash/equity/earnout split with specific gate conditions.
See The Difference
"The company is well-positioned for robust growth in an increasingly competitive market. With a comprehensive suite of precision machining capabilities, they are poised to capitalize on favorable market dynamics."
5 flagged phrases. No numbers. No sources. No conviction.
"We recommend proceeding to LOI at 5.0-5.5x EBITDA ($9.0-9.9M enterprise value). Revenue grew 8% YoY to $8.2M with 60% gross margins [CIM p.15]. Primary risk is customer concentration: top 3 accounts are 42% of revenue [CIM p.23]. Upside from pricing — current ASP is 15% below market per IBISWorld NAICS 332710 [API]."
Every number sourced. Specific recommendation. Real data citations.
Your Working Document
Most DD tools hand you a static report. DealLogic gives you a living workspace. Click any section to edit inline. Disagree with the market sizing? Update it. Want a deeper risk analysis on regulatory exposure? Hit regenerate and tell it what to focus on. The memo evolves as your diligence deepens.
Why Trust It
We built this for people who get fired when the numbers are wrong. That's why every data point in the memo is tagged with where it came from and how confident we are.
Data from the CIM is treated as authoritative. AI only fills gaps the CIM doesn't cover. You always know what came from the company vs what came from research.
CIM: 95% confidenceMarket sizing from Census Bureau & IBISWorld. Litigation from federal court records. Patents from USPTO. Financials from SEC EDGAR. Not "AI-estimated" hand-waving.
API: 85-90% confidenceTrack how accurate the predictions are over time. Compare projected IRR vs actual returns across your deal history. Show your LPs the track record.
Builds trust with LPsWe detect and block 65+ AI-typical phrases ("poised for growth", "robust pipeline"). The memo reads like your senior associate wrote it, not ChatGPT.
Quality gate enforcedBeyond the Memo
DealLogic isn't just a document generator. It's where your deal team lives — from first CIM to IC vote to close.
Kanban board from Sourced through Closing. See every deal at a glance. Move deals through stages with full audit trail.
Assign tasks to your deal team. Track who verified customer concentration, who ran management references, who reviewed the model.
Partners vote approve, reject, or conditional — with rationale. See where the committee stands before the meeting.
Upload expert call transcripts, customer references, management notes. AI extracts claims and cross-references them against the memo.
Click any section to edit. Disagree with a risk score? Change it. Want deeper market analysis? Hit regenerate with your feedback.
After 20+ deals, see patterns: "Deals with >30% customer concentration underperformed by 400bps IRR." Your deal history makes you smarter.
Built For
Screen 10x more CIMs without hiring. Your associates focus on primary diligence and relationship-building, not desk research. Every memo includes LBO analysis with IRR/MOIC.
Save 40+ hours per dealDeliver IC-quality analysis that survives your client's diligence. Win more mandates by showing deeper insights faster. Export branded PDFs your clients will present to their boards.
Win more mandatesScreen bolt-on acquisitions at scale. Identify platform plays in fragmented markets. Give your board a memo that answers every question before they ask it.
Close deals faster92%
IRR predictions within 5%
88%
Risks correctly flagged
8%
Override rate
Pattern detected: Deals with >30% customer concentration underperformed by 400bps IRR across 12 investments.
Compounding Intelligence
Every deal you run through DealLogic makes the next one better. The system learns which risks actually materialized, which market estimates were accurate, and which sections your team always rewrites. After 50 deals, you have a calibration track record you can show your LPs.
For Regulated Investors
Pension funds, endowments, and regulated LPs increasingly require documented DD processes. DealLogic logs every action — who looked at what, when, and what they decided.
Every stage change, edit, vote, and data source query logged with timestamp and actor
Every claim tagged: CIM, SEC filing, Census Bureau, court record, or AI-generated
Approve, reject, conditional — with rationale. Exportable for compliance review
Who verified what. Customer call completed. Model reviewed. Management met. All documented
18
IC memo sections
30+
Data sources checked
65+
AI phrases blocked
100%
Claims source-tagged
The Math
Junior Associate
$150K/yr
Salary + bonus. Produces ~30 memos/year.
= $5,000 per memo
DealLogic
90% less
Unlimited memos. Your associate focuses on what humans do best: relationships and judgment calls.
Your Associate's Time
10x more
Screen 200+ CIMs/year instead of 30. Same team, 10x throughput.