Official FactSet Partner From the makers of Arcafeed (acquired)

Solutions / Private Equity

From the data room to IC, with conviction you can defend.

Open a deal and the agent reads the whole data room, builds the model and the memo where the files live, and ties every figure back to its source. The work that earns the committee's trust is in one window, and the monitoring after close runs on a schedule you set.

Book a 30-minute walkthrough See the workbench

ArcaLabs: type the ask and the agent builds the public comps and saves the workbook to the deal

ArcaLabs deal workbench for a private equity deal: the agent reconciling management EBITDA to the QofE adjusted figure, beside the data-room file tree and pinned Definitions

Every figure traced to source

Source: FactSet · pulled 09:14 ET

From the data room to IC, the agent works the deal in one window.

01 / The challenge

Conviction is built in the data room, and defended in IC.

Diligence means reading everything, reconciling definitions that never agree across the model, the QofE, and the management deck, and finding what breaks the thesis before the committee does. The work sprawls across Excel, the VDR, FactSet, and a memo in Word, and a single number that does not trace is a question you cannot answer in the room. ArcaLabs pulls that work into one surface, makes the trips between tools for you, and keeps every figure defensible at IC.

02 / Data room to workspace

Point the agent at the data room and start working.

Ingest the VDR into a per-deal file tree, and the agent reads the CIM, the model, and the management accounts in place. Definitions are the deal's source of truth, so your Adjusted EBITDA bridge, entry multiple, and run-rate treatments are applied the same way everywhere they appear. The agent works the model and drafts the next turn beside your live files, and version pills keep the history of every change.

The deal Explorer: files, the financial model, and pinned Definitions that are the deal's source of truth

The ArcaLabs Deals Workbench annotated: Chat, the full-fidelity native file editor, the Explorer file tree, and pinned Definitions.

03 / Diligence to memo

IC memos and models in your house style.

Real Excel and PowerPoint, not a static export. The agent works from your golden-copy templates and your firm's profile, so the diligence model, the IC memo, and the board and LP decks come out on brand and ready to circulate. Operating models, the entry-multiple build, and cap-table waterfalls are agent-built workflows in your own files, not a black box, and every figure is still traced to source.

A finished deliverable file in the deal: an Excel model in the firm's house style, ready to preview and download

The ArcaLabs file viewer showing a house-style Excel model and a board deck, both produced by the agent and previewable in full fidelity.

04 / Provenance for the committee

Every number opens to its source.

Click the flag on any cited cell and the source opens in app, scrolled to the exact figure in the 10-Q, the QofE, or the FactSet record. Step through the tagged range, mark each reviewed, and carry that sign-off across model versions, so the memo that reaches the committee is auditable line by line. No second tab, no re-keying, no figure you cannot defend the night before IC.

A cited figure expanded to show the exact 10-Q passage it came from, with a reviewed checkmark

A cited cell in the model opening to the exact 10-Q passage it was sourced from, with a reviewer sign-off trail.

05 / Beyond the deal

Portfolio and KPI monitoring that runs on a schedule.

Diligence is one workflow; the holding period is another. Build a monitoring workflow once in the visual builder and the agent refreshes portfolio KPIs, covenant headroom, and board-pack inputs on the cadence you set, on a schedule, a webhook, or a new file landing in a connected drive. The same provenance and house-style output that serve diligence carry through to the quarterly board and LP materials.

A scheduled portfolio monitoring workflow refreshing KPIs and covenant headroom

ArcaLabs scheduled portfolio KPI workflow: pull fundamentals, compute covenant headroom, and build the board deck, with a step timeline of portfolio figures.

06 / FactSet by default

Comps and precedent transactions, fully sourced.

Ask once and pull entry-multiple comps, fundamentals, consensus estimates, company profiles, and precedent M&A transactions, FactSet by default and provider-agnostic where your firm prefers another source. Results come back as a cited answer beside the deal, and enterprise search reaches across your prior deals and connected drives while respecting sealed deal folders, so a query never crosses an information barrier.

A fully cited cross-deal answer with FactSet, SEC, and transcript sources

ArcaLabs Enterprise Search returning entry-multiple comps and precedent transactions as a cited answer, FactSet by default.

07 / Trust & security

Built for the way investment firms buy software.

Compliance-first, sourced and audited end to end, and runnable in the infrastructure your firm already trusts. Official FactSet Partner, SOC 2 Type II, single-tenant deployment in your VPC, customer-managed keys, and connectors to the systems your firm already uses.

Official FactSet Partner

Live, licensed, direct data access, not a reseller, not a crawled snapshot. FactSet is our default, certified data source; the platform is provider-agnostic and sources from other trusted providers however your firm prefers.
Built for regulated firms

SOC 2 Type II, single-tenant deployment in your VPC, full audit trail on every prompt and output, customer-managed KMS keys.
Information barriers respected

Sealed deal folders and ethical walls stay enforced. The agent and firm-wide search only reach what each user is cleared to see.

Schedule a Call

Connects to the systems your firm already uses

See a diligence model and an IC memo built from a data room.

Book a 30-minute walkthrough and we will show the agent read a sample data room, build the diligence model and the IC memo in your house style, and trace every figure to source.

Book a 30-minute walkthrough

ArcaLabs is the AI workspace for finance: the model, the deck, the memo, the deal log, and the inbox, on one surface. Official FactSet Partner. From the makers of Arcafeed (acquired).

Solutions

Company

Privacy Terms