01
Stage 01

Deal Screening & Initial Pricing

Turn a 60-page CIM into a structured investment summary in minutes. Get first-pass underwriting logic and an initial valuation range before your first team meeting.

What it produces
  • CIM to structured summary with key risks flagged
  • First-pass underwriting assumptions
  • Initial valuation range and comparable analysis
02
Stage 02

AI-Powered Due Diligence

Continuous, structured review of VDR documents. Daily risk summaries, automatic identification of inconsistencies, and direct impact on underwriting assumptions.

What it produces
  • Systematic VDR document review and extraction
  • Daily risk summaries with red flags highlighted
  • Cross-reference inconsistencies across documents
03
Stage 03

Investment Committee Preparation

Generate first-draft IC memos, partner-level summaries, and deal presentations. Iterate with the AI to refine until the output is IC-ready.

What it produces
  • First-draft IC memos in your fund's format
  • Partner-level executive summaries
  • Deal presentations with key metrics and charts
04
Stage 04

Portfolio Monitoring & Reporting

Automate recurring portfolio reports, track KPIs across assets, and generate board-ready updates. Keep your finger on the pulse without the manual effort.

What it produces
  • Automated quarterly portfolio reviews
  • KPI tracking and variance analysis
  • Board-ready reporting and LP updates
And many more

Every recurring deliverable in your investment process is a candidate

Management presentation analysis, sector primers, comp set builds, LP reporting, board packs — we coach your team to build the workflow that fits how your fund actually operates.

Get Started

See these use cases in action

We can walk you through any of these workflows on your real deal materials in a 30-minute call.

Book an Introductory Call
Or email us directly: info@lcat.capital