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Verric

The AI operating system for U.S. private markets

Your firm’s intelligence.
Working on every deal.

Meet Vera, the sharpest analyst on your team. A coordinated team of specialists behind her. One Terminal that brings your firm’s work together.

Request a demo Explore the platform

San Francisco Bay Area Built for the way you invest.

Discover Verric

The tools you know. Connected to the work.

Available & planned connections
  • Microsoft 365
  • Gmail
  • Google Drive
  • Slack
  • Salesforce
  • Databricks
  • Anthropic
  • OpenAI
  • Box
  • Dropbox

Built first for

Private equity

Independent sponsors

Family offices

The opportunity

More time with people.
Less time in the paperwork.

100hrs

Back to your firm, every week

A target for a five-person team, across reading, financial analysis and drafting.

3×

More opportunities screened

Give every inbound deal a substantive first review against your mandate.

½

The time in diligence

Start with the document review, financial bridge and request list already drafted.

Pilot targets, not measured customer results. We establish your baseline at the start and measure progress against it.

01 / The Terminal

Every opportunity.
One investment workspace.

Move from the first CIM to the investment committee in one place. Deal materials, financial analysis, workstreams and approvals stay connected.

VerricInvestment workspace

Illustrative data · USD

Workspace

Deals Team & agents Firm rules & memory Connections
Investment teamPrivate workspace

Deals / Project Juniper

Your next decision, in view.

Ready for review
Enterprise value$52M
Revenue$48.2M
Adjusted EBITDA$7.1M
Score81/100
OpportunityEnterprise valueStage

Your analyst’s brief Prepared for review

The opportunity is within the firm’s target size and sector. Review the working-capital assumptions before advancing the investment case.

  1. 01

    The opportunity arrives

    Upload the CIM, financials or data-room files. Screening starts when the first document lands.

  2. 02

    The analysts work

    Extract the financials, reconcile adjustments and test the opportunity against your firm’s criteria.

  3. 03

    The team reviews

    Inspect the sources, challenge an assumption and approve the next step. Diligence has an owner.

  4. 04

    The firm decides

    Read the investment case with its risks and open questions. Your team makes the call.

From first look to investment committee

01 / ScreenA source-linked first view, against your mandate.

Give every opportunity a substantive read before it reaches the partner.

Reconcile the financials

Extract structured financial rows, test support for add-backs and walk seller EBITDA to an earnings bridge. Arithmetic runs in code; assumptions and source pages remain inspectable.

Apply the firm’s rules

Check sector, size, customer concentration and other mandate criteria. Run the standing downside cases and rank the risks that need attention.

Prepare the next decision

Bring the score, pursue-or-pass draft, outstanding questions and first diligence request list into one investment case. Your team challenges the analysis and makes the call.

02 / StructureDiligence with an owner, a clock and a next step.

Carry the screen forward into the work that gets an investment ready for a decision.

Open the workstreams

Organize financial, debt, legal and licensing, customer, and operating diligence. Keep requests, supporting documents and open questions attached to the opportunity.

Make progress visible

Give each workstream an owner and a next action. Track elapsed diligence time, deadlines and blockers alongside the approvals queue.

Route what changed

A revised financial assumption or new document can affect the model, memo and conclusion. The analyst workflow is designed to carry changes and context back to the people who own that work.

03 / DecideThe investment case and the reasoning behind it.

Keep the team’s judgment attached to the deal, from the first screen through committee.

Prepare the committee materials

Bring market research, comparables, return cases, risks and diligence findings into the memo and IC pack. Writing specialists work with your firm’s voice and templates.

Keep the authority with people

Review source pages, challenge an assumption, resolve an exception and approve the conclusion. The agents prepare; the investment team decides.

Carry the reasoning forward

Preserve the approved pass or pursue rationale with the opportunity. Persistent Firm Brain, in development, is designed to surface those decisions and corrections in the next comparable case.

Source-linked screening. Calculations run in code. Decisions approved by people.

See it on your deal

02 / Your AI workforce

An analyst for each person.
A specialist team behind them.

Brief your analyst. It coordinates the specialist work and brings the result back for review. Everyone works from the same deal record. Financial, screening, diligence and research specialists run in the current build, coordinated by your analyst, Vera.

In development Analysts tailored to each person.

Your personal analyst

Focus on the investment decision.

Your analyst brings forward the opportunities that clear the mandate, with the investment case and the questions that need your judgment.

Prepared for reviewInvestment committee brief
Managing Partner’s analyst

Your mandate. Your working style.

Illustrative
  • Mandate fit and key risks
  • Draft IC materials
  • Items awaiting your approval
Coordinated specialist team05 agents
01FinancialModels and earnings
02ResearchWeb research and past deals
03DiligenceRisks and request lists
04Investment caseMemos and IC materials
05WritingDrafts and firm templates

One shared deal record

Context travels with every handoff

Your team approves the work

03 / The Firm Brain

Your firm’s judgment.
Built into the next deal.

Your mandate is applied today, and approved precedents and past decisions are on hand for the analysts. Learning from your team’s corrections is next, so experience stays with the firm.

One private, editable and inspectable record for your firm. People approve what enters; the reasoning stays when responsibilities or team members change.

Firm rules & memory availableLearning from corrections in development
Explore your firm’s configuration

Firm intelligence

Product illustration

Your investment mandate

Revenue
$20M – $150M
EBITDA minimum
$5M
Concentration limit
35% of revenue

Project Hearth

Mandate exception

Single-customer concentration is 57%, with renewal in 14 months. The opportunity exceeds the firm’s 35% limit.

Illustrative source · CIM, customer overview

From your firm memory

  1. Surface the precedent. Project Kettle raised the same concentration question.
  2. Show the firm’s reasoning. Compare the earlier pass with the current mandate and renewal risk.
  3. Keep the approved decision. The rationale becomes part of the next comparable review.

04 / Connections

Your existing tools.
A more connected firm.

Verric becomes the intelligent layer across your documents, models, correspondence and data. Keep the systems your team already knows.

11 categories

Available

Documents & models

PDF · Excel · CSV · TXT · HTML

Upload documents or paste a link. Files up to 500 MB, including XLSX and XLSM, feed the screening workflow.

Available

Microsoft 365

Outlook · SharePoint · OneDrive · Teams

Outlook mail and calendar, SharePoint and OneDrive folders synced into the deal, and your own Teams chats, private to you.

Available

Google Workspace

Gmail · Drive · Calendar · Docs · Sheets · Slides

One Google sign-in brings deal correspondence, documents and calendar into the same investment workspace.

In development

Models & accounting

Excel & PowerPoint templates · PDF & Word export · QuickBooks · NetSuite

Build models and pitch decks in your firm’s own Excel and PowerPoint templates, export the investment case to PDF and Word, and tie the numbers out to the target’s ledger.

In development

Your AI providers

Anthropic · OpenAI · Azure OpenAI · xAI

Verric runs on Anthropic’s Claude today. Bring your own API key or choose the model provider your firm requires.

In development

Team communication

Slack · Lark

Deliver daily briefs, approval requests and material changes where the team already talks.

Planned

Data rooms & storage

Box · Dropbox · DocSend · DocuSign · Datasite · Intralinks · Firmex · SecureDocs · Lark Drive

Connect storage and watch the seller data room, bringing exports, material changes and signature status into a structured deal record.

Planned

Market & private-company data

PitchBook · S&P Capital IQ · FactSet · Preqin · Third Bridge · Guidepoint

Enrich the investment case with market data, comparables and expert-network transcripts under your firm’s own licenses.

Planned

CRM & pipeline

DealCloud · Affinity · Salesforce

Bring the pipeline in. Return decisions, deal stages and the latest status to the systems your team uses.

Planned

Public filings

SEC EDGAR · Companies House · EMMA

Pull public filings for a target or its comparables (US, UK and municipal disclosures) into the investment case.

Planned

Data warehouse

Snowflake · Databricks

For firms holding their own deal data in a warehouse, read it alongside the documents.

Have a system specific to your firm? Let’s scope the connection together.

Discuss your stack

05 / Trust & control

Built around the rigor
of investment work.

Confidential materials. Consequential decisions. A workflow that keeps the evidence visible and your investment team in control.

01

Confidential from the start

Agree confidentiality and access before sharing live deal materials. We can work under your NDA or ours, and each firm’s data is kept separate.

02

Evidence you can inspect

Review the document and page behind material findings. Financial calculations run in code, with the figures and adjustments behind them open to challenge.

03

Your firm keeps the authority

The analysts prepare the work. Your people review assumptions, approve outputs and make investment decisions. Your firm sets who can approve what.

04

Retention agreed with you

Tell us your retention and deletion requirements during onboarding; automated retention controls are in development. Discuss deployment and governance directly with our team.

Before a live deal is shared, agree the NDA, who may review the materials, the model providers and their training restrictions, and the retention and deletion schedule. Review access and deployment requirements directly with the founders.

San Francisco Bay Area

Building alongside
your investment team.

Working directly with investment teams to shape how the product works in a real firm.

Build your next advantage

Put Verric to work
on a deal you know.

Bring a past opportunity. Challenge the analysis, inspect the sources and see where your team gets its time back.

Request a demo 30 minutes. Your deal. Under NDA.
Request sample screens
  1. 01 / Explore

    See it on your deal

    A complimentary walkthrough using a CIM you choose.

  2. 02 / Measure

    Design-partner pilot

    Run Verric on live opportunities alongside your team, measured against a baseline you set at the start.

  3. 03 / Roll out

    Your firm, configured

    Configured to your mandate and the way your team works, then rolled out across the firm.

Start a conversation

Let’s talk about
your firm.

Tell us how your team invests and which work you want to move forward. We’ll arrange a walkthrough around your priorities.

Or email directly: labuizzah@verric.iosprakaash@verric.io

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