ProductOverview

The diligence platform built for buyout.

Compress timelines, unlock capacity, and bring clarity to your investment process.

DILIGENCE WORKFLOWS

Helping investors tackle the most challenging diligence tasks with speed and confidence.

Extract

Transform messy source files into clean, structured data without burning cycles on manual scrubbing, rekeying, or stitching together inconsistent target company financials.

Deal intake workspace with a modal for uploading source documents and data room files.

Analyze

Generate diligence outputs on demand with natural language prompts that return fully traceable analyses through deterministic functions.

Presentation workspace with an AI agent panel reviewing and updating analysis.

Present

Build slides alongside an agent that understands deal context, applies firm-specific formatting, and accelerates the path from analysis to output.

Slide editing workspace with charts, commentary, and agent-guided presentation updates.

Export

Move directly into existing PowerPoint and Excel workflows with outputs that are investment committee-ready.

Deal workspace ready to move structured outputs into downstream PowerPoint and Excel workflows.

THE TRANSACTED AGENT

Your partner for faster, more thoughtful diligence.

Effortlessly output v1 of your slide or data cut — offload the most time-consuming tasks so you can stay focused on the bigger picture.

The Transacted agent is grounded in each deal's specific context. Whether answering your questions as a thought partner or working through the deck, the agent always references the information in the data room or target company materials.

ENTERPRISE SECURITY

Transacted follows strict data protection protocols and maintains rigorous enterprise compliance and security standards.

Secure

Your deal data never trains our models or any third-party foundation model.

Encrypted

Data is encrypted with AES-256 at rest and TLS 1.2+ in transit.

Controlled

SSO (SAML/OIDC), enforced MFA, SCIM provisioning, and fine-grained RBAC to maintain least-privilege access with fully auditable logging.

Isolated

Single-tenant deployments available upon request.

FAQ

Built for high performance investment professionals.

Discover how Transacted can improve outcomes in competitive processes.