Private equity underwriting system
From raw deal materials to an IC-ready investment decision.
DealLens is a governed underwriting workbench for private targets and public research: financial normalization, QoE, three-case LBO modeling, diligence execution, evidence intelligence, and versioned committee approval.
Operating principle
No silent assumptions. No missing data presented as zero. Every material number should resolve to a source, an analyst input, and a reproducible model version.
Underwriting workflow
One record from intake through committee
Normalize the evidence
Seal private deal-room materials and public sources, map financial accounts, reconcile statements, and resolve exceptions.
Underwrite three cases
Control QoE adjustments, operating drivers, sources and uses, debt tranches, covenants, DCF, returns, and reverse stress.
Execute diligence
Run workstreams, stage gates, tasks, management requests, cited Q&A, structured claim review, and contradiction checks.
Take it to IC
Freeze the exact cases and evidence, clear readiness checks, resolve comments, record the decision, and export a controlled packet.
Institutional controls
Built around the investment process, not a generic dashboard
The workspace keeps private inputs, public facts, calculations, inferences, and assumptions distinct. Source snapshots, model cases, extracted claims, diligence decisions, and IC packets retain their own versions and review states.
- Private-company CSV and XLSX financial ingestion
- Reported-to-sponsor-to-covenant EBITDA bridge
- Monthly 24-month plus annual five-year operating model
- Institutional sources & uses, debt schedule, covenants, XIRR and MOIC
- DCF, comps and precedents triangulation
- Working-capital peg, sensitivities and reverse stress
- Cited deal-room Q&A with human claim approval
- Tenant-aware pipeline, stage gates and IC audit trail
Human-controlled underwriting