Private Equity

Source more deals. Diligence every document.

Caelon reads every page of every deal, from first outreach to signed agreement, so your team underwrites on coverage instead of assumptions.

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Private Equity

Private Equity

  • 0%

    Share of pipeline deals that reach close

  • 0%+

    Deal economics miss synergy targets post-close

    McKinsey

  • 0%

    PE leaders say financial diligence needs improvement

    Accenture, 2024

How private equity firms use Caelon

01

Source deals you'd never see.

Caelon's proprietary dataset learns what your portfolio looks like and screens the market for off-market targets that match. Find deals before they reach a banker.
Source deals you'd never see.
Ingest lifecycle data
PDFProject_Atlas_CIM.pdf
XLSTarget_Financials_FY21-23.xlsx
PPTManagement_Presentation.pptx
PDFQuality_of_Earnings_Report.pdf
XLSCustomer_Cohort_Analysis.xlsx
XLSDiligence_Data_Room_Index.xlsx

02

Due diligence at scale.

Caelon analyzes each target's financials, contracts, and risks directly from the source documents. Run full diligence across your entire pipeline at once.
Due diligence at scale.

03

An audit trail behind every finding.

Every number and risk flag traces back to a source document, page, and clause. When IC asks where it came from, the answer is one click.
An audit trail behind every finding.
Audit TrailLive

Investment Committee Memo

Project Falcon

Adjusted EBITDA
$14.2M
Customer concentration
31%
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Change-of-control consent
Required
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Source

Select a finding

Security & Deployment

Your infrastructure. Your data. Your control.

Caelon is deployed on-premise inside your environment. Your data never leaves, there is no vendor lock-in, and every action is fully auditable from day one.

Your infrastructure

Deployed on your cloud account, whether AWS, Azure, or GCP. We configure it; you own it.

Zero data retention

Your documents, findings, and deal data never leave your environment.

Model-agnostic AI

Works with any foundation model, from Claude and GPT to Bedrock or your own. No vendor lock-in.

Full audit trail

Every extraction, score, and assignment is logged. Board-ready compliance from day one.

The intelligence layer for your deal pipeline.

Sourcing and Market Intelligence

Caelon turns market data, web signals, sector trends, comparable transactions, and credit indicators into a live acquisition screen. Your pipeline updates as new information enters the environment and market conditions shift.

Underwriting Models

Caelon reconciles your investment model against source documents, checking revenue assumptions, cost inputs, and structural terms against the contracts and financials that support them. Variances surface before IC with source-level attribution.

Pattern Library

Every closed deal becomes a queryable corpus of diligence findings, IC memos, outcomes, and post-close surprises. Caelon turns institutional memory into a structured asset your whole team can use on every new deal.

Data Room Intelligence

Every document is automatically ingested, read, indexed, and made queryable on upload, from memos and contracts to GL exports and board materials. Caelon works from what is actually in the room, not assumptions.

Excel
Salesforce
Box
Google Sheets
Slack
Microsoft
NetSuite
DocuSign

Custom Integrations

Caelon connects to DealCloud, Salesforce, Dropbox, email, VDRs, QuickBooks, and your modeling stack. It sits beneath your existing workflow as the source of truth for every tool your team already uses.

Agentic Workflows

Repeatable diligence tasks run automatically at defined trigger points, from indexing new data rooms to checking updated financials and generating variance reports. Analyst workflows move from manual triage to always-on compute.

Building your firm’s technical edge.