Extract
Transform messy source files into clean, structured data without burning cycles on manual scrubbing, rekeying, or stitching together inconsistent target company financials.
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.
Analyze
Generate diligence outputs on demand with natural language prompts that return fully traceable analyses through deterministic functions.
Present
Build slides alongside an agent that understands deal context, applies firm-specific formatting, and accelerates the path from analysis to output.
Export
Move directly into existing PowerPoint and Excel workflows with outputs that are investment committee-ready.
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.
Transacted is purpose-built for the most data-intensive diligence workloads. Unlike generalist AI, its outputs are deterministic, fully traceable, and won't choke with large source files.
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
How accurate is the data extraction?
Transacted turns source files into structured outputs with traceability back to the underlying document, so teams can verify each value before it reaches a memo or model.
How quickly can a new deal go live on the platform?
Most data rooms are ready to use within a few hours, though very large uploads can take longer to process.
Is our deal data secure?
Yes. Transacted uses encrypted storage and transport, strict access controls, and isolated deployment options so sensitive diligence data stays within firm-approved boundaries.
Can we adapt the workflow to our firm's process?
Yes. Analyses are based on free-form expressions, so you have full flexibility to manipulate data as desired. Similarly, agentic slide generation follows your personal guidance and examples, so you're not beholden to pre-packaged layouts that don't fit your firm's standard use cases.
How do we verify AI-generated analyses?
Each analysis is provided with full precedent tracing functionality that links to a cell range in the source file, viewable directly on the platform as you work.
Will associates need extensive training?
No. The product is designed to fit familiar diligence and deck-building workflows, so most users experience immediate speed and efficiency unlocks versus legacy solutions. All platform functionality is also controllable via natural language prompts.
Can Transacted support complex, multi-workstream deals?
Yes. It is built to handle large document sets, parallel diligence questions, and repeatable output generation across the multiple workstreams that show up in live transactions.
Built for high performance investment professionals.
Discover how Transacted can improve outcomes in competitive processes.