Private Equity Due Diligence Software
Diligence every PE deal to institutional standard. Automated QofE, document intelligence, and full evidence chains in one defensible system.
Private equity diligence is the highest-stakes work a deal team does. Yet most funds still run it across data rooms, Excel, email threads, and a constellation of advisor PDFs. Findings live in analysts' heads. The IC memo gets reconstructed from fragments at the eleventh hour.
Reuben AI gives PE deal teams a single diligence workspace, document ingestion, structured analysis across financial, operational, legal, market, and management dimensions, with every claim tiered by source attribution: self-reported, verified, or triangulated.
Why Private Equity Diligence Is Different
QofE is the heart of the deal. PE diligence centres on quality of earnings: normalising EBITDA, scrubbing add-backs, validating working capital. Reuben AI extracts the underlying ledger detail and flags adjustments needing diligence team review.
Operational diligence has compounded weight. Customer concentration, contract durability, supply chain risk, key-person dependency, IT and cyber posture, ESG exposure. Each needs structured evaluation, not narrative summary.
Legal and regulatory layers stack up. Material contracts, change-of-control, antitrust, jurisdictional licensing, environmental liabilities. The platform structures these into reviewable workstreams.
Management assessment matters more in PE. 5-7 year holds with majority control mean the management team's quality is the deal. Reuben AI captures structured assessments and references with full source attribution.
Capabilities
Automated Document Collection in Due Diligence
Standard diligence checklists generate automatically based on deal type (LBO, growth, buyout, carve-out). Founder Portal serves as the structured request system, replacing email-based document chasing entirely.
Document Intelligence Across the Data Room
Pitch decks, audited statements, management accounts, customer contracts, employment agreements, cap tables. The system parses 15+ document types and extracts structured data, citation-linked.
QofE Acceleration
EBITDA bridges, normalisation candidates, working capital trend analysis, and revenue concentration views generated automatically. Diligence advisors and PE deal teams work from the same structured layer.
Risk Surfacing
Red flags surface across financial, legal, operational, market, and team dimensions with confidence scoring. Critical risks reach partners early, not at the closing table.
IC-Ready Output
Diligence findings flow directly into IC memo generation. Every section is sourced, every claim is attributed, every risk is logged. The committee discusses judgment, not formatting.
Full Audit Trail for LPs and Auditors
Every document, decision, and analytical step is logged. Post-mortem reconstruction is trivial. Regulatory and LP queries get answered in minutes.
See Private Equity Diligence in Action
Walk through a live LBO diligence workflow with the team.
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