Unify deal screening, due diligence, underwriting, committee approvals, closing, portfolio monitoring, and fund reporting on a single system of record.
45-min live walkthrough on your deal flow and CIMs
Yqzelvorith AI is the all-in-one AI operating system built for private equity and investment teams. It streamlines your entire deal lifecycle from deal screening and QoE due diligence to financial underwriting, investment committee approvals, transaction closing, portfolio monitoring, and automated fund reporting so your firm makes faster, data-backed decisions with complete institutional confidence.
The Dashboard module unifies every stage of the private equity investment lifecycle into a single operational cockpit. It provides managing partners, deal leads, and fund controllers with real-time visibility into active buyout opportunities, diligence progression, pending investment committee approvals, portfolio financial metrics, debt covenant headroom, and LP reporting timelines so your firm makes faster, data-backed decisions with complete institutional confidence.
Stop wasting weeks reconciling QoE models. Start every investment committee with numbers you already trust.
Financial services move differently in every field, with unique teams, workflows, documents, and decisions. Your tools should be built to work the way your industry does.
Upload inbound CIMs and teasers to automatically extract key financial data, revenue figures, and EBITDA profiles. Filter opportunities against your mandate criteria to flag off-thesis targets immediately and advance qualified buyout deals straight into active pipeline review.
Connect virtual data rooms to reconcile reported numbers against audited financials, uncover normalized EBITDA adjustments, and analyze working capital pegs. Log material legal, tax, and commercial findings with direct document citations to verify every underwriting risk before committing capital.
Build and stress-test comprehensive LBO financial models by dynamically linking diligence inputs to debt tranches, interest rate sensitivities, and cash-flow scenarios. Test downside market cases and evaluate projected MOIC and IRR returns across multiple exit horizons to structure disciplined bids.
Synthesize diligence findings and valuation models into structured, auditable IC memos to conduct partner reviews and committee voting. Track conditional approvals, document unresolved risk discussions, and preserve an immutable deliberation trail to satisfy governance standards and LP mandates.
Coordinate transaction settlement by tracking executed SPAs, disclosure schedules, regulatory filings, and conditions precedent in one real-time board. Reconcile funds-flow statements and verify bank wire instructions through dual-control authorizations to ensure safe capital release without settlement errors.
Ingest monthly management accounts from portfolio companies to track revenue pacing, generate EBITDA bridges, and monitor debt service coverage. Set automated alerts for covenant headroom compression and conduct quarterly ASC 820 mark-to-market valuation reviews to protect asset value.
Automate capital call notices, distribution waterfalls, and management fee offsets under fund LPA terms directly from reconciled investment books. Compile verified, ILPA-compliant quarterly investor reports and capital account statements to deliver transparent reporting to limited partners in days.
Most platforms ship one model and you work inside its limits. Yqzelvorith AI puts an orchestration layer between the deal record and the model, so every step of an investment file runs on the intelligence that suits it.
One model, one pass, and no step you can point somewhere else.
Layout-aware OCR preserves multi-year EBITDA bridges, debt schedules, and cap tables that general models flatten into prose.
Via Document AI / OCR
A fine-tuned classifier tests sector taxonomy, enterprise value ranges, and platform vs add-on criteria at high speed.
Via Inference Providers
Long context holds the full diligence pack — so a customer contract clause on page 64 binds pro-forma revenue cited on page 112.
Via Gemini API
Constrained decoding reconciles reported earnings against audited QoE adjustments and working capital peg schedules.
Via Responses API
Synthesizes underwriting assumptions into structured IC memos with auditable line citations tied directly to data room files.
Via Anthropic Messages API
Dual-pass scoring runs downside LBO sensitivities, calculates IRR and MOIC ranges, and forecasts covenant headroom.
Via DeepSeek API
Embeddings and neural rerankers screen target management, seller entities, and LP investors against OFAC and global sanctions.
Via Rerank + Embed
A self-hosted open-weight model runs inside your fund's own VPC, ensuring proprietary deal metrics never leave your custody.
Via Self-hosted in your VPC
One model, one pass, and no step you can point somewhere else.
You work within its limits.
Note: Model and provider names are illustrative of integration patterns; trademarks belong to their respective owners. Routing is configured per tenant and data boundary. Supported and evaluated ecosystem models include OpenAI, Anthropic / Claude, Google / Gemini, Cohere, Mistral, Meta / Llama, xAI, and DeepSeek.
Yqzelvorith AI helps private equity teams organize investment documents, track internal approvals, review financial inputs, and prepare investor reporting materials. Simple, structured workflows support greater transparency and consistency across investment operations.
Organize CIMs, financial statements, due diligence reports, and investment agreements in one workspace. Track document categories, upload dates, and review statuses to keep investment records accessible and organized.
Track investment committee decisions, approval statuses, and review dates. Maintain a clear history of recorded decisions and comments to support internal investment governance.
Review financial inputs used in investment analysis, including revenue, EBITDA, and valuation assumptions. Identify missing fields and allow analysts to confirm information before proceeding with underwriting.
Organize quarterly investor reports, capital account statements, and supporting documents. Track reporting deadlines, missing materials, and review statuses to simplify report preparation.
Structured compliance workflows and documentation controls support internal investment governance and audit readiness across private equity fund operations.
Most of what Yqzelvorith AI evaluates originates in boardroom deliberations, secure physical records, and authorized transaction points. These enterprise peripherals integrate directly into Yqzelvorith AI via documented APIs, SDKs, and cryptographic protocols — streaming structured evidence into the exact module that governs its workflow.
A 60-page-per-minute duplex scanner captures physical disclosure schedules, wet-ink SPA signatures, and historical audited certificates directly into the secure VDR evidence store.
A cryptographic hardware security token required for dual-control authorization of wire disbursements and funds-flow execution, preventing unauthorized settlement releases.
An optical 4K PTZ conference camera enrolled against your firm's workspace captures sponsor presentations and investment committee sessions in high definition.
An omnidirectional beamforming conference microphone array with acoustic voice isolation captures management presentations, founder calls, and broker intro discussions.
Hardware, installation, and integration are not included in the standard subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.
Salesforce, Affinity, Carta, DocuSign, Snowflake — and the rest of what your fund already runs on. 24 integrations across the deal and portfolio lifecycle, every one of them reading the tool’s own public API.
Note: Tool names and marks belong to their respective owners. No endorsement or partnership implied.
No per-seat arithmetic, no deal volume taxes, no extra charge for the associate who only checks the QoE audit queue. The whole private equity platform, one flat monthly figure, set from the Nestack admin.
One flat monthly figure for the whole platform. Talk to us about seats, VDR connectors, and onboarding for your fund.
Know moreNote: AI API usage is charged separately. Clients must recharge their AI credit balance based on their usage.
A one-time setup that gets your fund fully live on Yqzelvorith AI before the first monthly cycle — we import your live deal pipeline and historical portfolio records, connect the virtual data room, deal CRM and sponsor inbox, and configure the screening, QoE diligence, underwriting matrix, IC memo, portfolio covenant tracking, and LP reporting modules to your investment mandate and LPA format. Each fee below is a starting point: the final onboarding is scoped once we understand your fund structure, VDR volume, compliance requirements and deployment model.
Everything in Essential, plus:
Everything in Plus, plus:
Run Yqzelvorith AI wherever your deal pipeline, diligence files and LP data are allowed to live. The monthly price is identical either way.
Runs in Nestack’s managed cloud — nothing to provision. The fastest way to get your fund live and updating.
The same platform deployed inside your own infrastructure — your cloud, VPC or on-prem — for funds with strict mandates. Deal, diligence and LP data never leave your environment, and the monthly subscription stays the same.
Telemetry, evaluations, guardrails, human review, and a crew on call when one of them starts drifting at 3am.
Note: Pinned to the financial services agent playbook — not a generic agent checklist.
Clear answers on where the data comes from, how much of it you have to take on trust, and what the platform does between the first cheque and the exit.
Connect with our teamYqzelvorith AI operates on a single transparent monthly subscription for your entire firm. There are no per-seat fees, user license penalties, or limits on the volume of inbound CIMs and deals screened. Your entire deal team — managing partners, principals, associates, and fund controllers — has full access. AI model computing is billed transparently at actual API usage with zero markup, giving you complete cost predictability.
Your firm's data never trains public foundation models. We enforce strict zero-data-retention (ZDR) architecture with SOC 2 Type II compliance, end-to-end AES-256 encryption, and isolated enterprise tenants. For institutional funds with strict mandate policies, we provide single-tenant private cloud or on-prem VPC deployments directly within your AWS, Azure, or GCP tenancy.
Every number, QoE add back, and thesis assertion carries an immutable, source linked citation. When your IC reviews a metric, clicking it reveals the exact virtual data room document, page number, and paragraph or Excel cell where the data originates. The platform automates the synthesis but leaves analytical judgment and final vote authorization strictly with your committee.
No. Yqzelvorith AI is designed as an intelligent orchestration layer that sits on top of your existing infrastructure. It connects bi-directionally with your CRM, virtual data rooms (Datasite, Intralinks), sponsor inboxes, and portfolio accounting systems via secure APIs. Your team continues operating in their familiar tools while gaining automated intelligence across every stage.
Most buyout funds achieve full operational deployment within 14 days. Deal teams experience an 85% reduction in manual CIM parsing and preliminary screening time, eliminate weeks of manual spreadsheet QoE reconciliation, and produce defensible, audit-ready IC memos in hours rather than days enabling your firm to screen 3x more deal flow without expanding headcount.
The platform standardizes fund reporting into ILPA-compliant statements and automated capital call/distribution waterfalls under your LPA terms. By maintaining an unbroken audit trail from original target VDR to quarterly valuation adjustments (ASC 820), your firm eliminates year-end audit scrambles and gives LPs institutional grade transparency.
Every engagement includes dedicated onboarding led by private equity operations veterans. We ingest your historical portfolio data, map your house IC memo templates and hurdle rate criteria, connect your data pipelines, and conduct tailored training tracks for partners, deal leads, and fund controllers. Enterprise subscriptions also include a dedicated account manager and 24/7 priority SLA support.
Yes. We offer a structured, confidential 14-day evaluation. Under mutual NDA, we ingest a sample of your actual inbound CIMs, virtual data rooms, or historical portfolio accounts so your partners can evaluate extraction accuracy, QoE reconciliation speed, and memo generation on your firm's own data before executing an agreement.
