How Mid-Market PE Funds Are Screening 50+ CIMs in Under 30 Minutes
The tactical playbook for deploying parallel document analysis in your deal flow process. Template configurations and benchmarks from early adopters.
Read article →For PE, M&A, credit & legal teams across Europe
Hundreds of documents analysed in parallel — every number and clause cited to its exact source. Your team's knowledge, searchable forever.
EU data residency · Zero AI training · Cancel anytime
The problem
Years of deal context, investment theses, and hard-won insights walk out the door. The next associate starts from scratch. Again.
When a cell in your matrix says "28.3% EBITDA margin," you need to know exactly which sentence on which page that came from. Approximations aren't analysis.
Mid-market teams deserve institutional-grade capability at mid-market prices — with EU data sovereignty guaranteed, not bolted on.
CIM notes in email. Thesis in Word. Model in Excel. Deal history nowhere. Every project starts over instead of building on what came before.
From your first CIM to your hundredth deal — Lens compounds your team's edge.

The Matrix.
Rows are your documents. Columns are the questions your analysis demands. Parallel AI agents populate every cell — each answer linked to the precise sentence it came from.
Not summaries. Not approximations. The same rigour your senior partners apply — at 50× the speed.

Institutional memory that compounds.
Every deal your team has ever touched — invested or passed — becomes a permanent, searchable asset. New analysts see the full picture from day one. Semantic search finds precedents in seconds.
When your analyst leaves, their research stays.

Living investment theses.
Per-section conviction scoring. Full version history. Every claim pinned to a document citation and linked to live market data. See exactly how your thesis evolved and why.
From first look to IC memo — in one place.
![Lens Deep Research Chat: user asks about covenant risks across all credit agreements in a VDR. Structured response with inline citations [1][2][3]. Right panel shows highlighted source excerpts with page numbers.](/_next/image?url=%2Fscreenshots%2FCHAT_SCREENSHOT.png&w=1920&q=75)
Ask anything across your entire document set.
Ask complex questions across hundreds of documents simultaneously. Every answer cites its exact source with page and sentence. Not keyword search — genuine synthesis.
Every answer cites its exact source — page number, sentence, document. No unsourced claims.
Live Demo
Select your vertical. Watch Lens analyse five documents simultaneously. Every cell cites its exact source.
Demo uses illustrative data. Your actual documents are processed in the EU and never used to train AI models.
Try with your own documents →Unlimited Parallel Document Analysis
Analyze 50, 100, or 500 documents simultaneously. Every extraction cites its exact source — page number, sentence, document. The Matrix makes complex multi-document analysis feel like using a spreadsheet.
Institutional Memory That Compounds
Deal libraries, thesis versioning, and knowledge graphs that grow with every transaction. When analysts rotate, their research stays. Your institutional edge compounds instead of resetting.
Pre-Built Templates for Every Vertical
CIM Screening. Covenant Analysis. Contract Review. Offering Memorandum. IC Memo. Earnings Flash. Expert Call Analysis. Built by practitioners, deployable immediately.
Live Market Data
FMP, Polygon, and ECB data feeds directly inside your investment theses and matrices. Current price, FCF yield, revenue growth — linked live to the sections where they matter.
Cross-Deal Semantic Search
Find any insight, precedent, or analysis across your entire deal history in seconds. Results understand meaning, not just keywords.
Full Export
Export to Excel with citations, Word, PowerPoint, or PDF. Read-only share links for advisors and LPs. IC memos generated in minutes, not hours.
Same platform, pre-configured for the way each vertical actually works.
Institutional Investing — PE & Asset Management

Investment Banking — M&A & Advisory

Credit & Lending

Legal & Professional Services

Real Estate

Corporate Finance & Strategy

Research & Knowledge Work

The most expensive thing in professional services isn't software — it's losing what your team learned on the last deal.

The Deal Library
The complete history of every deal your team has ever analysed. Invested, passed, or ongoing. Searchable by sector, geography, size, outcome. New analysts see everything from day one.

Thesis Versioning
Every version of every thesis — what changed, when, why, and who changed it. Conviction scores. Document citations. Live data links. The full intellectual history of your investment view.

Rotation Protection
When an analyst leaves, their research doesn't. Every note, thesis, and analysis stays attributed, searchable, and immediately useful to whoever comes next.
Your most sensitive documents never leave Europe. Ever.
GDPR-Native Architecture
Data residency in the EU (Ireland). Full compliance documentation and a Data Processing Agreement included with every plan. Not a checkbox — an architectural decision made before the first line of code.
Zero AI Training on Your Documents
Your documents are never used to train AI models — a zero data-retention policy contractually guaranteed by our AI provider.
End-to-End Encryption
AES-256 at rest. TLS 1.3 in transit. Keys managed per organisation. Your data is never commingled with another client's.
Strict Organisation Isolation
Row-Level Security enforced at the database layer. No other organisation can ever access your data — enforced at every query, not just at the application layer.
Complete Audit Trail
Every access, upload, analysis, and export logged with user, timestamp, and IP. Exportable for AIFMD and FCA compliance reviews.
Certification Roadmap
ISO/IEC 42001:2023 and SOC 2 Type II in progress. Current status: GDPR compliant, zero-retention guarantee, strict organisation isolation.
To screen 50 CIMs with the Matrix
Potential reduction in manual review time
Of departing-analyst work retained — by design
Of your data leaving the EU
From signup to first Matrix run
Verticals with pre-built templates on day one
Everything is self-serve. Pick a plan, pay by card, start in minutes. Cancel anytime — annual billing saves 20%.
Starter
For small teams getting started
Most Popular
Team
For active deal teams
Scale
For larger teams and regulated institutions
All plans · Self-serve · Card payment · Cancel anytime · Annual billing saves 20%
1 credit = €0.01 of AI processing. A typical Matrix run on 5 documents with 6 columns uses ~20 credits. A Chat message uses ~4 credits. Credits reset every month. Unused credits don't roll over.
What happens when I run out of credits?
You'll see a clear message before you hit your limit. When you do, you can upgrade your plan to get a larger monthly allocation. Nothing breaks silently — you always know where you stand.
Is there a long-term contract?
No. Every plan is month-to-month by default — pay by card, cancel anytime from your billing settings. Choose annual billing only if you want to save 20%.
Do you offer annual billing?
Yes. Pay annually and save 20% across all plans. You can switch from monthly to annual at any time.
Practical analysis on AI, document intelligence, and institutional memory — for practitioners, not theorists.
The tactical playbook for deploying parallel document analysis in your deal flow process. Template configurations and benchmarks from early adopters.
Read article →When your analysts leave, what do they take with them? A data-driven look at the hidden cost of knowledge loss in advisory — and how leading firms are solving it.
Read article →Quantifying what your firm actually loses when associates rotate out. The case for persistent institutional memory as a structural competitive advantage.
Read article →A practical guide to AI adoption for regulated European institutions — data residency requirements, contractual protections, and what GDPR-compliant actually means.
Read article →Join the European finance and legal teams who stopped losing institutional knowledge.
EU-hosted · Zero AI training · Cancel anytime