Deal One-Pager
Input: CIM, teaser, or deal materials
Output: Editable PPTX + Excel P&L + PDF
Partner-review-at-a-glance with scorecard, financial summary, thesis, risks, and diligence gameplan.
DVP PE AI AGENTS
PE work product, faster
DVP PE AI Agents help lean private equity teams turn CIMs, models, board decks, NDAs, and diligence files into structured first-draft deliverables
Start in the inbox. Add the workspace when ready.
- Email-first adoption
- 40+ tested PE workflows
- PowerPoint · Excel · Word · PDF outputs
- Optional synchronized chat workspace
Built by a PE practitioner for PE workflows across sourcing, diligence, valuation, IC, and portfolio monitoring
For Lean PE Teams
A PE execution engine, not a generic chatbot
Most PE teams are processing more opportunities with the same headcount. DVP automates the structured, repeatable parts so partners stay focused on judgment calls.
Bandwidth
Deal teams are asked to process more CIMs, models, NDAs, and diligence files without adding junior capacity. DVP turns each one into a first-draft deliverable in minutes.
Workflows, not blank chat
Each capability has a defined input, output, structure, and review path. Users don't engineer prompts from scratch — they pick the workflow and submit the source materials.
Outputs your team can use
Editable PowerPoint with native charts, multi-tab Excel models, redlined Word docs, and PDFs — the file formats your firm already runs on.
Control
Gives firms a sanctioned, repeatable path for AI-enabled deal execution — with logged requests, source-based outputs, and firm-specific templates.
Sample Outputs
Sanitized examples of the deliverables DVP generates
Look and feel is customized to your firm — the screenshots below reflect different client preferences. All examples are sanitized.
CIM Deal Summary
Input: CIM or CIP, financials optional
Output: PPTX with editable charts + PDF
14-section PE-style analysis covering thesis, market, financials, risks, diligence questions, valuation, and recommendation.
LBO & Growth Equity Models
Input: CIM or financial Excel
Output: 15+ tab Excel (base / bear / bull)
First-draft returns model with live IRR and MOIC sensitivity, editable assumptions across operating, financing, and exit tabs.
Data Pack
Input: Data-room files (Excel, PDF, PPTX, ZIP)
Output: Combined PPTX with editable charts + PDF
Cross-file synthesis, KPI extraction, trend analysis, source-based reconciliation, and anomaly call-outs.
IC Presentation
Input: Completed analyses, research, model outputs, diligence work
Output: Full IC deck PPTX + readiness tracker
Compiled first-draft IC deck with completeness tracker, exhibits, charts, risks, and recommendation.
Board Package Analysis
Input: Board deck + financials + budget
Output: Analysis PPTX + Valuation Excel + PDF
Performance vs. plan, thesis update, risk review, and refreshed valuation for portfolio monitoring.
Want to see how this maps to your workflow?
How It Works
Send materials in. Get PE deliverables out.
1
Send materials
Forward or attach a CIM, model, NDA, board package, management deck, data-room file, or diligence response
2
DVP routes and generates
The agent identifies the right workflow, extracts the relevant facts, builds the output, and fact-checks figures against the source materials
3
Review and use
Receive PowerPoint, Excel, Word, or PDF deliverables your team can review, revise, and use as first-draft work product
Typical use cases include deal screens, CIM summaries, one-pagers, LBO and growth-equity models, IC drafts, NDA reviews, QoE reviews, and board package analysis.
Same engine. Same deliverables. Two ways to work.
Inbox Workflow
Start with the workflow your team already knows
The inbox workflow lets teams begin without a software rollout.
Most investment professionals already assign work by email. DVP uses that same motion. Send materials to a private DVP agent address, ask for the output you want, and receive the deliverable back in the same thread.
- ›No new portal required to start
- ›No broad team training required
- ›Works like sending materials to an associate or outside advisor
- ›Outputs return in familiar file formats
- ›Thread context supports follow-up revisions and format changes
- ›If you add the chat workspace later, every email thread is already there
From: Investment Professional at Firm
To: agent@your-firm.dvp.llc
Subject: CIM summary and one-pager
Please review the attached CIM and build a CIM deal summary plus a one-page partner summary. Focus on thesis, risks, financial trends, and diligence questions.
Project Falcon CIM.pdf Project Falcon Financials.xlsx
Attached are the CIM deal summary, one-pager, and extracted financial summary. Reply with any revisions or assumptions to update.
Project Falcon - CIM Deal Summary.pptx
Project Falcon - One Pager.pptx
Project Falcon - Financial Summary.xlsx
Project Falcon - One Pager.pptx
Project Falcon - Financial Summary.xlsx
Optional Premium Workspace
Add the workspace when ready
The optional chat interface gives active deal teams a more visual way to work.
Same engine, same deliverables
Identical workflows and outputs as email — just a different surface.
Email and chat stay in sync
Every email thread shows up in chat, and every chat run can be sent by email. One context per deal, both directions, automatically.
Drag, drop, paste
Drop CIMs, Excels, ZIPs anywhere in the pane. Ctrl+V works for clipboard files.
Capability picker
Type a 4-letter code, pick from a dropdown, or let auto-detect choose the workflow.
Live status pills
Color-coded pills with timestamps show where each run stands.
Deal folders + search
Move threads between folders, organize by deal, find prior runs instantly.
Capabilities
40+ tested PE workflows across the deal lifecycle
DEAL SOURCING & PIPELINE
Add-On Pipeline · Deal Digest · Pipeline Dashboard · Theme Tracker
SECTOR & MARKET INTELLIGENCE
Competitor Analysis · Market Map · Transaction Comps · Web Intelligence
SCREEN & ENGAGE
Deal Screen · One-Pager · PDF → Editable PPT · Slides from Outline
DEAL ANALYSIS & SYNTHESIS
CIM Deal Summary · Data Pack · General Analysis · Red Flags · Two-Pager
FINANCIAL MODELING & VALUATION
Growth Equity Model · LBO Returns Model · QoE · Standalone Valuation
DILIGENCE TRACKING
Diligence Tracker · Diligence Update · Version Difference
MEETINGS & EXPERT CALLS
Expert Call Prep · Meeting Prep · Mgmt Presentation Analysis
LEGAL & LETTERS
IOI / LOI · Legal Iterations · Legal Summary · NDA Review
IC & DECISION SUPPORT
IC Memo · IC Presentation · IC Status Dashboard · Underwriting Review
PORTFOLIO & POST-CLOSE
100-Day Plan · Board Package Analysis · Portfolio Benchmarks · Portfolio Company Valuation
PREMIUM INTEGRATIONS
Bulk Ingest · Chat Interface · Document Routing · External Integrations
The public list is intentionally summarized. A full capability menu is available for qualified firms.
Why DVP
Why DVP vs DIY?
Firms can experiment with AI on their own, but DIY usually becomes a collection of prompts, inconsistent outputs, and analyst rework. DVP turns AI into a PE-specific execution layer.
Production software infrastructure
DVP includes orchestration, document parsing, source checking, file rendering, output generation, audit logging, and workflow routing. It is not a prompt library or a collection of saved chats.
Tested workflows, maintained
40+ workflows tested across actual deals. Each one needs prompt scaffolding, fact-check passes, file rendering, and maintenance as models evolve. Building one yourself is doable. Running 40 isn't.
Source-grounded, not free-form
Multiple fact-check passes verify every figure against the source document before delivery. A blank prompt can't enforce that — and someone reading the output can't always tell when an AI hallucinated a number.
Institutional file formats
Editable PowerPoint with native charts, multi-tab Excel models, Word redlines. Generating these reliably from an LLM is hard. DIY tools return text the team reformats by hand.
Built above the model layer
DVP is designed so workflows, templates, and firm preferences can improve as underlying models improve, rather than being tied to a single prompt environment. When better LLMs ship, your workflows and agents move with them.
Persists across deals and people
DIY prompts live in one person's head — each AI chat is one isolated context. DVP templates, scoring rubrics, and firm preferences live in your tenant. Capabilities like Theme Tracker, Pipeline Dashboard, and Portfolio Benchmarks run across deals and portcos. Nothing leaves when someone does.
Built by a PE Practitioner
A PE operator's product, not a tech vendor's pitch
DVP is built and run by someone who has lived inside the workflows it automates.
PE-Native Thinking
20+ years across H.I.G. Capital and independent sponsor deal execution. Every workflow reflects how PE actually gets done — not how a product manager imagines it.
Bespoke, Not SaaS
Not seat based. Not generic dashboards. Not feature bloat. Workflows are tailored to each firm's templates, criteria, and processes from day one.
Operator Mindset
Built by someone who has sat in the seat — sourcing, diligence, IC prep, portfolio monitoring. The agent handles what a deal team would otherwise grind through by hand.
Aligned Incentives
Not priced like traditional per-seat SaaS. Focused on building a durable PE execution capability for each client that compounds over time.
John Kim
Founder · Independent Sponsor
Most recently a Managing Director at H.I.G. Capital for 18 years, leading technology buyouts and growth investments. Earlier career: 10 years in operating roles at technology companies. Harvard Business School, M.B.A.; Stanford, B.S./M.S. Industrial Engineering.
Scope
What DVP is not
DVP is not a replacement for investment judgment, counsel, accountants, or final committee review. It is a first-draft execution layer that helps teams process materials faster, identify issues earlier, and produce editable work product for review.
Trust
Built for controlled PE workflows
Designed to reduce ad-hoc AI usage and create a more structured process for confidential deal work.
Built-In Safeguards
Multiple fact-check passes correct numbers against source
Source-based fact checking against provided materials
Audit trail for every request and output
API-only LLM access — no consumer data sharing
Configurable templates and firm preferences
Azure Infrastructure
Azure-hosted
AES-256 encryption at rest
TLS 1.2+ in transit
Daily encrypted backups (30-day retention)
Audit logging on every action
DVP outputs are AI-generated first drafts for informational purposes only. They are not investment, legal, accounting, or tax advice. Human review is expected before external use; final judgment remains with the deal team and its advisors. See full disclaimer.
Launch Path
How firms usually start
Launch with inbox workflow
Begin with a private DVP agent address and a small set of high-frequency workflows. No broad software rollout required.
Tune outputs during the first month
Refine templates, tone, output structure, and firm-specific preferences based on actual deal-team usage.
Add workspace and integrations as needed
Once the workflow becomes part of the firm's process, add the chat workspace, document routing, CRM sync, or custom capabilities.
DVP is designed to start narrow and compound over time as firm-specific workflows, templates, and preferences are refined.
Pricing
Sized to your firm, not a public price card
Pricing depends on firm size, expected deal volume, onboarding needs, and integration scope. Most firms start with a focused launch around high-frequency workflows, then add chat, routing, CRM sync, or custom capabilities as usage expands.
See what DVP could handle for your deal team
If your team is reviewing CIMs, models, NDAs, board decks, or diligence files with limited bandwidth, DVP can help create faster first drafts while keeping your professionals in control.