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.
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.
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.
Audit TrailLive
Investment Committee Memo
Project Falcon
Adjusted EBITDA
$14.2M
Customer concentration
31%
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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.
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.