Investment Firms
Bring company materials, financial analysis, and investment papers into one desktop. Screen opportunities, prepare committee memos, and turn portfolio updates into reporting your team can review.
Draft a screening note from this company deck and the financials
Compare these opportunities against our investment criteria
Extract revenue, profitability, and growth from the supplied reports
Summarize the business model and customer concentration
Build a comparison worksheet for the companies under review
Prepare the open questions for a first management meeting
Draft a screening note from this company deck and the financials
Compare these opportunities against our investment criteria
Extract revenue, profitability, and growth from the supplied reports
Summarize the business model and customer concentration
Build a comparison worksheet for the companies under review
Prepare the open questions for a first management meeting
Draft a screening note from this company deck and the financials
Compare these opportunities against our investment criteria
Extract revenue, profitability, and growth from the supplied reports
Summarize the business model and customer concentration
Build a comparison worksheet for the companies under review
Prepare the open questions for a first management meeting
Draft a screening note from this company deck and the financials
Compare these opportunities against our investment criteria
Extract revenue, profitability, and growth from the supplied reports
Summarize the business model and customer concentration
Build a comparison worksheet for the companies under review
Prepare the open questions for a first management meeting
Draft a screening note from this company deck and the financials
Compare these opportunities against our investment criteria
Extract revenue, profitability, and growth from the supplied reports
Summarize the business model and customer concentration
Build a comparison worksheet for the companies under review
Prepare the open questions for a first management meeting
Draft a screening note from this company deck and the financials
Compare these opportunities against our investment criteria
Extract revenue, profitability, and growth from the supplied reports
Summarize the business model and customer concentration
Build a comparison worksheet for the companies under review
Prepare the open questions for a first management meeting
Draft an investment committee memo using our template
Bring the findings from these diligence reports into the memo
Separate confirmed findings from assumptions in the investment case
Summarize the model's base-case and downside assumptions
Link the key diligence findings to their source documents
Build a list of unresolved questions before the committee meeting
Draft an investment committee memo using our template
Bring the findings from these diligence reports into the memo
Separate confirmed findings from assumptions in the investment case
Summarize the model's base-case and downside assumptions
Link the key diligence findings to their source documents
Build a list of unresolved questions before the committee meeting
Draft an investment committee memo using our template
Bring the findings from these diligence reports into the memo
Separate confirmed findings from assumptions in the investment case
Summarize the model's base-case and downside assumptions
Link the key diligence findings to their source documents
Build a list of unresolved questions before the committee meeting
Draft an investment committee memo using our template
Bring the findings from these diligence reports into the memo
Separate confirmed findings from assumptions in the investment case
Summarize the model's base-case and downside assumptions
Link the key diligence findings to their source documents
Build a list of unresolved questions before the committee meeting
Draft an investment committee memo using our template
Bring the findings from these diligence reports into the memo
Separate confirmed findings from assumptions in the investment case
Summarize the model's base-case and downside assumptions
Link the key diligence findings to their source documents
Build a list of unresolved questions before the committee meeting
Draft an investment committee memo using our template
Bring the findings from these diligence reports into the memo
Separate confirmed findings from assumptions in the investment case
Summarize the model's base-case and downside assumptions
Link the key diligence findings to their source documents
Build a list of unresolved questions before the committee meeting
Update the portfolio workbook from these company reporting packs
Compare this quarter's performance with the prior quarter and plan
Draft commentary on the largest movements in the portfolio
Prepare the next portfolio review presentation from these files
List the missing figures across the company updates
Draft follow-up questions for the portfolio companies
Update the portfolio workbook from these company reporting packs
Compare this quarter's performance with the prior quarter and plan
Draft commentary on the largest movements in the portfolio
Prepare the next portfolio review presentation from these files
List the missing figures across the company updates
Draft follow-up questions for the portfolio companies
Update the portfolio workbook from these company reporting packs
Compare this quarter's performance with the prior quarter and plan
Draft commentary on the largest movements in the portfolio
Prepare the next portfolio review presentation from these files
List the missing figures across the company updates
Draft follow-up questions for the portfolio companies
Update the portfolio workbook from these company reporting packs
Compare this quarter's performance with the prior quarter and plan
Draft commentary on the largest movements in the portfolio
Prepare the next portfolio review presentation from these files
List the missing figures across the company updates
Draft follow-up questions for the portfolio companies
Update the portfolio workbook from these company reporting packs
Compare this quarter's performance with the prior quarter and plan
Draft commentary on the largest movements in the portfolio
Prepare the next portfolio review presentation from these files
List the missing figures across the company updates
Draft follow-up questions for the portfolio companies
Update the portfolio workbook from these company reporting packs
Compare this quarter's performance with the prior quarter and plan
Draft commentary on the largest movements in the portfolio
Prepare the next portfolio review presentation from these files
List the missing figures across the company updates
Draft follow-up questions for the portfolio companies
From the first look to the portfolio review
Turn the first look into a focused screening note
Start with the company presentation, financials, supplied research, and your investment criteria. Vesence extracts the business model, key figures, and open questions into a screening note, with a comparison worksheet when you are reviewing several opportunities. Give the team a clear basis for deciding what deserves a closer look.
Turn the diligence into an investment committee memo
Work from the diligence reports, management meeting notes, and your financial model. Vesence drafts the investment memo in your format, brings in the relevant figures, and links findings to the supplied material. Separate the evidence, assumptions, and unresolved questions so the team can challenge the investment case before the meeting.
Check the memo before the meeting
Review the wording, defined terms, numbering, and cross-references in investment papers. Work through suggested fixes before the draft reaches the committee.
Keep the research, model, and memo connected
Move between source reports, Excel workbooks, Word memos, and PowerPoint presentations in one desktop, with the conversation alongside the analysis.
Review every revision to the investment case
See proposed document edits as tracked changes and compare drafts as the case develops. Your team decides what belongs in the final investment paper.
Turn the latest portfolio updates into the next review pack
Bring in company reporting packs, performance spreadsheets, and management updates. Vesence updates the reporting workbook, compares results with the prior period and plan, and drafts the commentary for your portfolio review presentation. Trace the movements back to the source files and review the figures before sharing the pack.
The same desktop behind every task
The investment case. One working context.
Keep the company materials, diligence findings, financial workbooks, and committee drafts together. Carry the supporting context from the initial screen into the team's ongoing investment work.
Explore Vesence DesktopBring the evidence together
Organize supplied research, company documents, and management updates by investment or portfolio review.
Work in your firm's format
Use your screening criteria, memo templates, and reporting workbooks as the starting point for the task.
Keep the discussion close to the work
Share the project with colleagues and work through assumptions and open questions beside the source files.
Bring the next investment discussion into focus.
See Vesence Desktop in action.