Patterns

Patterns: Turn Deal Documents Into Investment Intelligence Instantly

What is Patterns?

Patterns is the institutional-grade intelligence platform for private capital investors. It transforms deal documents, from pitch decks to CIMs, into decision-ready analysis, financial models, and market intelligence. This AI-powered platform streamlines the investment lifecycle, enabling faster and more informed decisions.

Key Features:

• Document Intelligence Platform: Extracts and normalizes data from various document types, including PDFs and financial statements, converting them into structured KPIs.
• Automated Financial Modeling: Generates dynamic and audit-ready financial models for LBOs, growth forecasts, and operating scenarios in minutes.
• Instant Market Research: Provides automated comparable company analysis using public market data, including transaction multiples and sector benchmarks.

How to use Patterns?

1. Document Upload: Submit documents via secure upload, email forwarding, or data room integration. Supports PDFs, PowerPoint, Excel, and Word documents.
2. Automated Processing: AI extracts financial data, business metrics, and key information, identifying inconsistencies and calculating derived metrics.
3. Model Generation: Creates Excel financial models, comparable company analysis, and preliminary investment memos.
4. Review & Export: Review extracted data and generated analysis. Export to Excel, PowerPoint, or integrate with existing workflow tools and databases.

Why is Patterns important?

Patterns is crucial for:

• Deal Screening: Quickly qualify opportunities and make go/no-go decisions in minutes.
• Diligence & Execution: Automate LBO and DCF models, summarize data room documents, and prepare data-driven investment memos.
• Portfolio Management: Benchmark portfolio company KPIs, track industry trends, and identify add-on acquisition opportunities.

Where can I use Patterns?

Patterns is ideal for:

• Private equity firms
• Venture capital firms
• Investment banks
• Hedge funds

Security & Compliance:

• Enterprise-grade security infrastructure designed for institutional financial data.
• Compliance Frameworks: SOC 2 Readiness, ISO 27001 Framework, GDPR & CCPA Data Processing.
• Data Handling: Secure, isolated environments with role-based access controls and audit logs.

Get started with a 14-day trial or request a demo to see how Patterns can transform your investment process.