Move faster than the competition with AI that works like 100 analysts.
Extract financials, run models, find comps, and generate deal memos in minutes. Patterns connects Excel, SQL, and Python into one intelligent research engine that never forgets.
Build conviction before your competition
Every query, spreadsheet, and analysis compounds into a living institutional memory—so no insight is lost and no work is wasted. While competitors start from scratch on every deal, you build on decades of collective intelligence.
Whether you're diligencing a $10M Series A or pushing a billion-dollar transaction across the line, Patterns gives you scalable research power once reserved for the biggest firms.
Your competitive advantage
- • Deal patterns and red flags surface automatically across your entire portfolio
- • Sector expertise that deepens with every transaction you touch
- • Risk frameworks that get smarter, not just bigger
- • New hires operate with senior-level institutional knowledge from day one
- • Models and analyses become reusable IP, not throwaway work
What you unlock
- • Generate alpha while competitors burn time on busywork
- • Move from initial interest to binding LOI in days, not weeks
- • Scale your research capacity without scaling your headcount
- • Build defensible insights that are impossible to replicate
Give your firm 100 extra analysts
Tireless, consistent, and tuned to how your firm operates. Excel, Python, and SQL connected by institutional AI memory that never forgets—so you can focus on strategy, not grunt work.
Unified research drive
Store and organize all your research files—Word, PDF, Excel, PowerPoint—in one place with versioning and inline citations. Connect your databases natively so documents and data live side by side.
Excel add‑in with bidirectional sync
Edit models in Excel and have every change understood by AI and reflected across Python and SQL. The add‑in enables human↔AI collaboration and programmatic control—without requiring an SDK.
Agentic web research
Multi‑step, lead‑following research for companies and people. It searches, evaluates, and compiles results into clean lists and summaries—fast.
Native database connectivity
Snowflake, BigQuery, Postgres—bring your warehouse into the research flow. Run SQL, create views, and feed models directly. Results land in Python and Excel for immediate analysis and modeling.
Persistent memory, projects, and scheduling
Projects and tasks retain full context and citations. Schedule recurring analyses and long‑running work— the system keeps progressing and reports back with updates.
Cut deal time from weeks to minutes
01. Deal Triage: The 10-Minute Teaser Analysis
Nova Glow: Triage Summary
Red Flags
• High dependency on 'Innovatech Supplies' (60% of COGS)
• Declining YoY growth in 'Wearables' product line (-15%)
• Customer concentration in top 3 accounts (45%)
Key Questions for Management
• What is the plan to de-risk the supply chain?
• What are the drivers behind the slowdown in Wearables?
• How defensible is the pricing power vs. competitors?
CIM to LBO Model in Minutes
Upload CIM, get full 5-year projection model with sensitivity tables and returns analysis. Every assumption sourced and cross-referenced.
Market Mapping for IOI Conviction
Automatic competitive landscape analysis, market sizing, and comparable transaction multiples from live databases.
Risk-Weighted Scoring
Every teaser gets institutional risk scoring based on your firm's historical patterns and sector frameworks.
02. Deep Due Diligence: Data Room to Quality of Earnings
Management Presentation Deep-Dive
Extract every claim, cross-reference with financials, flag unsupported assertions. Generate targeted questions for management calls.
Expert & Customer Call Intelligence
Transcribe calls, extract insights, map themes across interviews. Build conviction or surface concerns systematically.
Financial Model Reconciliation
Automated variance analysis between data room financials and management projections. Every number tracked to source.
03. Value Creation: 100-Day Plan to Exit
100-Day Plan Execution Tracking
KPI dashboards auto-update from portfolio company systems. Track progress against plan, flag variances before they matter.
Automated Board Deck Generation
Monthly board decks write themselves from live data. Financial performance, operational metrics, initiative progress—all current, all sourced.
Add-on Acquisition Pipeline
Continuous market scanning for bolt-on opportunities. Synergy analysis, integration costs, and IRR impact modeling—automatically.
Cross-Portfolio Pattern Recognition
"Show me portfolio companies with supply chain concentration >50%"
→ Identifies 3 companies, suggests diversification strategies based on successful precedents
"How did our SaaS companies handle margin compression during rate hikes?"
→ Analysis of 12 companies, identifies winning playbooks for current portfolio
Access & Security
Deploy with any model, anywhere
Your research infrastructure can run on cloud services, private endpoints, or completely air-gapped on-premise deployments. Choose the model and environment that meets your security requirements.
Deployment Options
Model Options
Security & Compliance
- • SOC 2 Type II compliance framework
- • ISO 27001 security standards
- • GDPR and CCPA data processing compliance
- • End-to-end encryption in transit and at rest
- • Role-based access controls
- • Complete audit trails for all research operations
- • Data segregation between client environments
- • No data retention beyond processing requirements
Operate like a billion-dollar fund
Enterprise deployment • Private models • On-premise options available