Private Equity

Institutional-Grade Due Diligence & Portfolio Oversight

AI-powered contract analysis that identifies assignability risks, Change of Control triggers, transfer provisions, contract dates, and contract values across entire deal data rooms-enabling rapid risk assessment and reconciliation with the books in days, not weeks.

Our email ingestion finds contracts hidden in email archives that data rooms miss, ensuring complete contract discovery.

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Assignability Scoring

DealTracer's AI automatically classifies every contract in your data room by assignability status, enabling rapid risk assessment and informed deal structuring decisions.

Prohibited

Contracts explicitly prohibiting assignment or transfer. These require renegotiation, consent, or may block deal completion. Critical path items for deal teams.

Consent Required

Contracts that permit assignment with counterparty consent. Identifies contracts requiring outreach and negotiation during due diligence and post-closing integration.

Silence Implies Consent

Contracts that allow assignment without explicit consent, or where silence implies consent. Lower risk items that typically transfer automatically upon closing.

Find Every Contract-Even the Ones You Can't Locate

Missing contracts are a critical risk in due diligence. DealTracer's email ingestion capability scans entire email archives-inboxes, sent folders, and attachments-to discover contracts that never made it into the data room or were overlooked during collection.

The Problem

PE firms often discover critical contracts missing from data rooms-contracts buried in email archives, sent as attachments, or stored in individual inboxes.

Contracts sent as email attachments never catalogued
Agreements stored in individual employee inboxes
Historical contracts not included in data room
Side letters and amendments overlooked

The Solution

DealTracer connects directly to Microsoft 365 and Google Workspace email systems, scanning entire email archives to find every contract-including those in sent folders, attachments, and historical correspondence.

Complete email archive scanning (inbox, sent, attachments)
Historical contract discovery from years of email
Automatic contract detection and classification
Comprehensive contract inventory-nothing missed

Contract Dates & Values Extraction

DealTracer automatically extracts contract dates and values from every contract in your data room, enabling rapid risk assessment and financial reconciliation.

Dates & Milestones

Automated extraction of all contract dates and milestones
Contract value extraction (TCV, ARR, payment terms)
Financial reconciliation with accounting records
Risk assessment based on date proximity and value exposure

Financial Reconciliation

Contract value reconciliation with financial statements
Revenue recognition validation
Structured data export for financial analysis
Material contract identification and valuation

Data Room Ingestion

DealTracer ingests entire virtual data rooms-thousands of contracts, NDAs, and legal documents-and processes them within days. Our AI extracts key terms, contract dates, contract values, classifies assignability risks, and generates executive-ready reports that highlight deal-critical contract provisions. Beyond data rooms, DealTracer's email ingestion finds contracts hidden in email archives that were never catalogued-ensuring complete contract discovery. No manual review required for initial screening. Legal and finance teams can focus on high-risk items identified by AI, dramatically accelerating due diligence timelines and enabling rapid reconciliation with the books.

Institutional-Grade Security & Compliance

Data Residency

Bring Your Own LLM (BYOLLM) for complete data control and compliance with jurisdictional requirements.

Confidentiality

Enterprise-grade encryption, access controls, and NDAs. Your deal data remains confidential.

Audit & Compliance

Complete audit trails, hosted on AWS (SOC 2 Type II compliant), and support for regulatory requirements.

Request Private Equity Consultation

Speak with our Private Equity team about institutional-grade contract analysis for your deals and portfolio companies.