Turn Deal Documents Into Investment Intelligence, Instantly
Patterns is the institutional-grade intelligence platform for private capital investors. We turn your deal documents—from pitch decks to CIMs—into decision-ready analysis, financial models, and market intelligence.
Document Intelligence Platform
Data Extraction & Normalization
From PDFs to structured KPIs. Extract and normalize everything from ARR growth and LTV/CAC in pitch decks to adjusted EBITDA from audited financials. Your data, your way.
Automated Financial Modeling
From raw data to board-ready models. Generate dynamic, audit-ready financial models for LBOs, growth forecasts, and operating scenarios in minutes. Fully auditable and customizable.
Instant Market Research
Automated comparable company analysis using public market data. Transaction multiples, trading comps, and sector benchmarks compiled from SEC filings and market data sources.
Analysis Workflow
Document Upload
Submit documents via secure upload, email forwarding, or data room integration. All file formats supported including PDFs, PowerPoint, Excel, and Word documents.
Automated Processing
AI extracts financial data, business metrics, and key information. Identifies inconsistencies, calculates derived metrics, and flags items for review.
Model Generation
Creates Excel financial models, comparable company analysis, and preliminary investment memo. All outputs formatted for institutional standards.
Review & Export
Review extracted data and generated analysis. Export to Excel, PowerPoint, or integrate with existing workflow tools and databases.
Typical Processing Time
Standard Deliverables
Excel Financial Models
Three-statement models, LBO analysis, and sensitivity tables. Includes historical normalization, growth projections, and key ratio analysis.
Market Analysis
Comparable company analysis with trading and transaction multiples. Sector benchmarks and competitive positioning analysis.
Investment Memo
Structured analysis including business overview, financial summary, key risks, and preliminary investment recommendation.
Data Exports
Structured JSON and CSV exports of all extracted data points. API access available for workflow integration.
Presentation Materials
PowerPoint templates with key charts, financial summaries, and analysis framework ready for client presentations.
Research Database
Searchable database of processed deals for benchmarking, trend analysis, and portfolio company comparison.
A Platform for the Full Investment Lifecycle
Deal Screening
- • Quickly qualify opportunities
- • Go/no-go decisions in minutes
- • Standardize analysis across all inbound deals
- • Surface key risks and opportunities
Diligence & Execution
- • Automate LBO and DCF models
- • Summarize data room documents
- • Prepare data-driven investment memos
- • Analyze market and competitive landscape
Portfolio Management
- • Benchmark portfolio company KPIs
- • Track industry trends and multiples
- • Identify add-on acquisition opportunities
- • Standardize board reporting
Security & Compliance
Enterprise-grade security infrastructure designed for institutional financial data. All systems meet regulatory requirements for handling confidential investment information.
Compliance Frameworks
- • SOC 2 Readiness
- • ISO 27001 Framework
- • GDPR Data Processing
- • CCPA Data Processing
Infrastructure
- • End-to-end encryption
- • VPC deployment options
- • On-premise available
- • Multi-factor authentication
Data Handling
Documents are processed in secure, isolated environments. No data is retained beyond processing requirements unless explicitly configured for database building.
Client data remains segregated with role-based access controls. Audit logs track all system access and data operations.
Available deployment options include dedicated cloud instances, virtual private clouds, and on-premise installations for maximum data control.
Get Access
Patterns is available for qualified investment firms. Start with a 14-day trial or schedule a demonstration.
No setup fees • Cancel anytime • Enterprise pricing available