PE-OS
Capital Formation
Equity, debt, sources, uses, and investor readiness.
Active Alerts
Active Deals
12
+2 this week
Avg Fit Score
72
LP ready
Capital In Motion
$2.4B
Across active opportunities
Top Risks
3
Customer, regulatory, equipment
Configured Workflow
Command Center
Portfolio intelligence and deal-flow overview.
Deal Origination
New deal intake, summaries, and early red flags.
Qualification
Strategic fit, attractiveness, and risk screens.
LOI
Proposed terms, valuation rationale, and negotiation risks.
Due Diligence
Document review, findings, and diligence scorecards.
Capital Formation
Equity, debt, sources, uses, and investor readiness.
Value Creation
100-day plans, KPIs, and post-close initiatives.
Stage Model
Implementation Note
This screen is driven by typed archetype config. The next backend slice should persist tenants, memberships, module data, documents, and RLS-backed surface entitlements.