Partners and the committee
A decision-ready view before the committee meets.
- A go / no-go checklist on every room
- A cited memo to challenge
- Their own questions answered from the room, with sources
More deals, read in full, by the same team
Needl.ai is built for private equity, venture and private credit deal teams. It reads every data room in full, checks the model against the evidence, drafts a cited memo for the committee and keeps watch on the companies you own.
Where Needl.ai fits the deal
One platform from the first look at a data room to the companies you own. Each stage links to the workflow in depth.
A first read of every room
When a data room lands, Needl.ai reads every file and returns a first-pass assessment with a go / no-go checklist in around 30 minutes, so a deal that will not work is a quick no and the rest earn a full diligence.
- From
- The data room, uploaded or connected from the drive it lives in
- You get
- A go / no-go checklist with the evidence behind each item
Diligence across the whole room
Commercial, financial and legal analysis runs across every file. The model's figures are checked against the evidence, and each red flag is ranked with the documents behind it.
- From
- Every file in the room, including the financial model
- You get
- Red flags ranked by severity, each with its evidence and a recommended action
A memo the committee can check
The findings come together in a cited investment committee memo. For a credit deal, a covenant analysis sets out where each facility ranks, what the covenants allow and how the definitions could move the numbers.
- From
- The findings, and for credit deals the credit agreement and intercreditor terms
- You get
- A cited IC memo, with a covenant section for credit deals
A watch on the companies you own
After close, a tracker follows each portfolio company, its customers and its sector across the news, regulators and filings. Every new item is graded by priority, with the reason kept beside it.
- From
- A plain-English brief naming the company, its customers and its sector
- You get
- An alert when something high priority lands, and a digest on your schedule
For every seat on the deal team
The first read and the assembly are done for the team, and the judgment stays with the people who make it.
Deal teams
The first pass done before the kickoff call.
- Every file in the room read
- The model checked against the evidence
- Peer figures from filings in one cited table
Credit teams
The debt stack and its covenants set out for the lender.
- Claim priority across every facility
- Covenant terms and definitions in one inventory
- Amendment and waiver history in one place
Portfolio teams
A watch on every company after close.
- A tracker for each company and its sector
- Every item graded, with the reason
- Alerts and digests by email or WhatsApp
The documents behind every deal
Needl.ai reads what is in the room and what is written about the company outside it, and every answer names the document it came from.
In the data room
- Information memoranda and management presentations
- Financial models and projections
- Audited and management accounts
- Customer, supplier and partnership contracts
- Credit agreements and term sheets
- Legal agreements and disclosures
Outside the room
- Company filings and annual reports
- News and the trade press
- Regulators in the company's markets
- Websites, including sites behind a login
- Your firm's own notes and past memos
Where it connects
Upload a room or connect the drive it lives in. The firm's own files and email connect too.
Google Drive
SharePoint
OneDrive
Box
Dropbox
Outlook
Gmail
What changes for a deal team
30 minutesAround that from a loaded data room to a first-pass assessment, where a first read used to take days.
Every fileIn the room is read, where a lean team used to sample the files it had time for.
One memoFor the committee, with the evidence under each finding and the covenants for credit deals.
“Reports that used to take a week now turn around in a couple of days, without losing the depth our investment committee expects.”
Built for confidential deal data
A data room holds what a seller shared under a confidentiality agreement. Needl.ai keeps it where you choose and deletes it when you ask.
- In your own cloud account where a side letter or your policy requires it, in a dedicated instance, or in Needl.ai's cloud
- Answers drawn only from documents each person can open
- Never used to train any model, ours or a model provider's
- Deleted on request when a deal ends, confirmed in writing
AICPA SOC 2
ISO 27001 certified
ISO 42001 in progress
GDPR compliant
CASA assessed
Start with one live deal
Begin with a deal your team knows well, so you can judge the output against your own work.
01
Bring a deal you know
Start with a deal you closed or passed on, and see the first pass, the red flags and the memo on a room the team has already worked through.
02
Run it where your data lives
Start in Needl.ai's cloud, or deploy in your own cloud account from the first deal.
03
Shape it to your process
An engineer from our team learns how your firm works, and a dedicated team fits the memo, the checks and the monitoring to it.
Frequently asked questions
What deal teams ask before they start.
Which kinds of deals does it cover?
Private equity, venture capital and private credit. Credit deals get a covenant analysis in place of the model check. For a financing you are raising or arranging, a sell-side view sets out the disclosures and the questions lenders are likely to ask, with no verdict.
How does the data room get in?
Upload the files or connect the drive the room lives in. Contracts, models and projections, legal agreements and investor materials are all read, and the analysis can be run again as a new version when the room changes.
Can it read the financial model?
Yes. Workbooks are read as spreadsheets, and the model's figures are checked against the evidence in the room, with each assumption marked validated, contradicted or unvalidated.
What happens after the deal closes?
A tracker can follow each portfolio company, its customers and its sector. It grades every new item by priority, keeps the reason, and sends alerts or a digest by email or WhatsApp.
We already use Claude. Why add Needl.ai?
Keep it. Needl.ai adds a reading of your own rooms and files that follows each person's permissions and shows its sources, and its answers can be used inside Claude through MCP.
Is our deal data safe?
It runs in your own cloud account, in a dedicated instance or in Needl.ai's cloud. It is never used for training, answers follow each person's permissions, and we delete it on request.
See it on your next deal
Bring a data room your team knows well and see the first pass, the red flags and the memo on your own documents.