MADE FOR DEAL TEAMS AT
Global Macro Funds Elite Boutiques Bulge Bracket Banks Private Credit
01 — Due Diligence

Instant clarity in the
chaos of the Data Room.

Upload thousands of documents—CIMs, financials, legal contracts—and let DealLens structure the data instantly. Ask complex questions and get cited answers that trace back to the source document.

  • Auto-categorization of VDR files
  • Semantic search across all deal docs
  • Red-flag detection in legal agreements
Explore Diligence Features
SECURE_VIEWER // CONFIDENTIAL
VDR Sources
Q3_Financials.pdf
MSA_Draft_v2.docx
Employee_Census.xlsx
DealLens Analysis

Insight Based on the Q3 Financials, EBITDA has been adjusted for non-recurring legal expenses ($2.4M) related to the IP litigation. This aligns with the guidance provided in the CIM.

Confidence: High Source: Pg 14
Model_Agent_v4.xlsx
File Home Insert Data DealLens
fx =FORECAST.ETS(C4, B4:B12, A4:A12)
Editing
ABCD
1Revenue
2($ in mm)2023A2024E2025E
3Total Revenue145.2168.5195.0
4Growth %-16.0%15.7%
5Gross Profit85.699.4115.1
02 — Financial Modeling

Your new
AI Spreadsheet Agent.

Stop manually copying data from PDFs. Our autonomous agent navigates your data room, extracts tables, and builds working, formula-driven models in minutes.

Meet the Spreadsheet Agent
03 — Pitchbook Automation

Client-ready slides,
generated instantly.

Transform raw analysis into polished PowerPoint decks. DealLens populates your firm's templates with updated market data, valuation football fields, and company profiles.

See Automated Decks

Valuation Summary

CONFIDENTIAL
Enterprise Security

Bank-grade security,
built into the core.

We understand the sensitivity of your data. DealLens operates with a security-first architecture designed to meet the rigorous compliance standards of global financial institutions.

End-to-End Encryption

All data is encrypted at rest (AES-256) and in transit (TLS 1.2+). Your documents are never exposed to unauthorized personnel or training models.

Zero-Retention AI

Our inference engine is stateless. We do not train our models on your proprietary deal data. What happens in the data room, stays in the data room.

Role-Based Access Control

Granular permission settings ensure analysts, associates, and MDs have exactly the right level of access to projects and sensitive files.

Compliance & Standards

  • SOC 2 Type II Compliant Infrastructure
  • GDPR & CCPA Ready
  • Single Sign-On (SSO) via Okta/Azure AD
  • Regular Third-Party Pen Testing

The Complete Deal Operating System

Built for Investment Banking, Private Equity, and Corporate Development teams.

Automated Memos

Draft Investment Committee memos 10x faster. DealLens synthesizes key findings into your firm's templates.

Market Mapping

Instantly identify buyers and comparables. Analyze thousands of companies to find the perfect target.

Security First

Built to rigorous enterprise standards. Data is isolated, encrypted, and never trained on without explicit permission.