Private Equity
Drive alpha across your portfolio with powerful modeling, automated diligence, and streamlined compliance workflows.
Portfolio Monitoring & Valuation
From raw data to LP-ready reports - automatically.
Extract and standardize portfolio company data with rigorous quality, validation, and governance controls. Use low-code workflows for LP reporting, disclosure management, and memo drafting with trigger-based generation.
- Automated extraction and standardization of portfolio data
- Rigorous quality validation and governance controls
- Low-code workflows for LP reporting and disclosures
- Trigger-based report generation on performance events
Screening & Diligence
From data room to investment memo in hours, not weeks.
Accelerate deal flow by extracting and reviewing unstructured data from deal documentation. Validate predefined screening criteria, auto-generate diligence questions, and draft tear sheets and investment memos.
- Automatic extraction of unstructured deal data
- Instant validation against screening criteria
- AI-generated diligence questions and scoring
- Auto-drafted tear sheets and investment memos
Fundraising DDQ
Compliant DDQ responses in seconds with RAG.
Streamline response generation and sign-off workflows for inbound ODD requests from LPs. Use RAG workflows to securely search prior DDQ submissions and policy documents for compliant answers.
- Multi-step sign-off workflows for ODD requests
- RAG-powered secure search across prior DDQs
- Instant retrieval from policy and compliance docs
- Audit-ready answers generated in seconds
Ready to transform your private equity operations?
See how NATIS helps PE firms automate diligence, accelerate deal flow, and generate LP-ready reports on a secure AI-powered platform.