Deal intelligence for private markets
Verric gives private-market investment teams one system to evaluate opportunities against firm-specific criteria, turn approved deal materials into source-linked analysis, run diligence through owned workstreams, and preserve the reasoning behind every decision.
Source-linked findings · Deterministic calculations · Human-approved decisions · Under NDA
Built around how investment teams actually decide.
Most tools help with a task — Verric holds the acquisition from first look through the final call.
CIM and financials in. Findings linked to source.
Firm rules applied before a week is burned.
Workstreams, owners, blockers in one place.
The call — and why — stays with the deal.
Screen
Drop in the CIM and financials. Verric extracts what matters, links every finding to the source, and returns a first pass against your mandate — reconciled earnings, ranked risks, and a clear pursue-or-pass call before anyone burns a week on the wrong deal.
Screen · Project Hearth
Structure
Live deals break into financial and QoE, debt, legal, customers, operations and people — each with an owner. Progress is measured against time elapsed, so a blocker surfaces on day 18, not day 29.
Decide
Approvals, findings, and the reasoning behind every pursue or pass remain attached to the opportunity — ready for the next deal that looks like it.
Decision record
Pass · drafted
Concentration limit breached. Compared to prior pass on Project Kettle — same risk pattern, same firm rule.
The architecture
Not one assistant answering questions. A set of agents that divide the work, hand findings to each other, and draw on the same firm context — under your permissions, with a person approving anything that matters.
Reads the CIM, applies your mandate, assembles the screen.
Extracts the figures and runs the calculations in code.
Surfaces risks, information gaps and the questions to ask.
Carries workstreams, owners, deadlines and next steps.
Reaches across deals for precedent and comparison.
They pass work to each other
They share the firm's memory
They inherit your access, never their own
They work where the deal already lives
Tags mark what runs in the current build, what is next, and what is on the roadmap. We would rather show you the whole architecture and be precise about where we are than imply it all ships today.
One opportunity
A workspace opens and approved deal materials go in.
Figures extracted and linked to source. Calculations run in code. Risks, contradictions and information gaps surfaced.
Findings verified, assumptions corrected, proposed adjustments approved or rejected.
Pass, monitor, request more information, reprice or advance.
Pursued opportunities carry forward into workstreams, owners, deadlines, findings and approvals.
The rationale stays attached to the opportunity and, with permission, informs the next comparable deal.
Firm-specific criteria
Sector, size band, concentration limits, return thresholds and standing underwriting conventions live in the Terminal. Verric applies them consistently across opportunities and shows which rule drove the recommendation.
Firm analyst
Kettle was flagged against the firm's size band before anyone spent time on it. Hearth breached the concentration limit — that is the primary reason it is drafted as a pass.
Firm rules · applied to every screen
Institutional memory
And the thing least likely to survive the deal. Verric captures why you passed, why you pursued, and what the firm learned — so the next screen starts from judgment, not a blank chat.
Decision record · Project Hearth
Pass (draft)Why this call
57% single-customer concentration with a renewal inside 14 months — outside the firm’s 35% rule. Drafted as a pass before IC.
Flagged against concentration limit on first pass.
Compared to prior pass on Project Kettle — same risk pattern, same rule.
Hard · No customer above 35% of revenue.
Reasoning attached to the opportunity — available on the next similar screen.
The model reads. The code calculates. The investment team decides.
General AI can help read a document. It does not enforce your mandate, preserve an approved deal history, structure live diligence, or carry the firm's reasoning into the next opportunity.
Product readiness
Available in the current prototype
Being developed with partner firms
01
Yours or ours. Nothing is processed until it’s signed.
02
Only the two founders read your materials. No contractors, no offshore team.
03
Processed under commercial API terms that exclude your inputs from model training, and never shared or resold. Firm-level data separation is being built now — the architecture section shows exactly where each control stands.
04
Deal materials are retained for the period agreed with your firm — one year by default — and deleted sooner on request. The decision record can be preserved separately, with your permission.
Founders
AI is the leverage; finance is the judgment; the firm keeps both.
Co-Founder & CEO
UC San Diego — Business Economics, finance minor; MQF candidate. Founded Triton Trading Group. Leads strategy, customers and go-to-market.
sprakaash@verric.ioCo-Founder & Chief Product Officer
USC Marshall — finance and business economics, minor in applied analytics. Built and operated a direct-to-consumer business for 18 months, working firsthand with the fragmented financial records Verric is designed to structure. Leads the screening methodology and workflow design.
labuizzah@verric.ioThe fastest way to judge Verric is on a deal you have already closed, where you can measure what it surfaces against what you concluded at the time. Thirty minutes, and nothing live is at risk.
Under NDA, always — yours or ours.
Contact
We reply within one business day. Under NDA when needed.
Or email directly — labuizzah@verric.io · sprakaash@verric.io