The brain for private equity

Every deal makes your firm smarter.

Rounic prepares the routine work around every deal, brings firm history and evidence into diligence, and keeps recurring portfolio work moving — with your team in control.

See the five stages Request a demo
Rounic prepares People decide Evidence stays connected
One investment cycle

The right level of help at every stage

  1. 01 Sourcing & CRM Keep relationships moving. Prepare & automate
  2. 02 Deal intake & NDA Start every deal consistently. Prepare for review
  3. 03 IOI, diligence & LOI Put the full case in front of the team. Augment judgement
  4. 04 Signing & closing Preserve what actually closed. Capture the record
  5. 05 Portfolio & LP reporting Make the reporting cadence repeatable. Monitor & prepare
Move faster where work repeats. Go deeper where judgement matters.

One clear pattern

Familiar work in. Reviewable work out.

  1. 01 Work arrives

    Email, CIM, NDA or portfolio pack.

  2. 02 Rounic prepares

    A clear, reviewable first pass.

  3. 03 Your team reviews

    People approve consequential work.

  4. 04 The firm remembers

    Sources and decisions stay connected.

The five-stage PE flow

The right help at each stage.

Some work repeats. Some decisions require experience. Rounic prepares and monitors routine work, then brings evidence and precedent forward when judgement matters.

Prepare & monitor Context for judgement Human-led execution
  1. High volume · repeatable Prepare & automate

    Sourcing & CRM

    In development

    Keep relationships moving. Prepare replies, organise follow-ups and propose CRM updates.

    Inbox follow-up
    Arrives
    Banker email
    Prepared
    Reply with relationship context
    Review
    Approve before send
    Missed-deal follow-up
    Arrives
    Deal lost at LOI
    Prepared
    60 / 90 / 180-day check-ins
    Review
    Choose timing and message
    CRM hygiene
    Arrives
    Notes and emails
    Prepared
    CRM update and next action
    Review
    Approve the record

    People stay in control. People approve every message and material CRM change.

  2. Every deal · same first steps Prepare for review

    Deal intake & NDA

    Available · expanding

    Start every deal consistently. Turn incoming CIMs and NDAs into cited work ready for review.

    Deal intake
    Arrives
    Teaser or CIM
    Prepared
    Key facts and cited intake review
    Review
    Correct and approve
    NDA review
    Arrives
    NDA
    Prepared
    Playbook red-flag review
    Review
    Counsel decides position
    Deal screen
    Arrives
    CIM detail
    Prepared
    Source-linked deal screen
    Review
    Decide whether to proceed

    People stay in control. An authorised reviewer corrects and approves the work.

  3. Judgement-led · context-heavy Augment judgement

    IOI, diligence & LOI

    Available · expanding

    Put the full case in front of the team. Bring evidence, precedent, contradictions and changes into one decision view.

    Firm precedent
    Arrives
    Deeper deal review
    Prepared
    Comparable deals and prior reasoning
    Review
    Test the precedent
    Diligence changes
    Arrives
    New diligence evidence
    Prepared
    Conflicts and affected thesis points
    Review
    Resolve or keep open
    IC preparation
    Arrives
    IC decision point
    Prepared
    Case for, case against and open questions
    Review
    Debate and record decision

    People stay in control. Rounic informs the decision. The deal team and IC make it.

  4. Rare · lawyer-led Capture the record

    Signing & closing

    In development

    Preserve what actually closed. Keep the approved case beside the terms that actually closed.

    Closing record
    Arrives
    Final documents and terms
    Prepared
    Approved case, executed terms and changes
    Review
    Confirm the closing record

    People stay in control. Counsel and the deal team lead. Rounic never signs or authorises.

  5. Recurring · consistent format Monitor & prepare

    Portfolio & LP reporting

    Views available · automation in development

    Make the reporting cadence repeatable. Surface portfolio exceptions and prepare draft reporting for review.

    Portfolio monitoring
    Arrives
    Board packs and KPI files
    Prepared
    Updated view and exceptions
    Review
    Validate figures and commentary
    LP reporting
    Arrives
    Quarterly reporting cycle
    Prepared
    Draft commentary and presentation
    Review
    Approve external report

    People stay in control. Operating and investor-relations teams approve every figure and narrative.

When judgement matters

Your team needs firm memory, not more automation.

At IOI, diligence, LOI and IC, Rounic changes role. It brings the full case into view — including the evidence against it — without taking the decision away from the people accountable for it.

  • PrecedentWhat the firm saw, believed and decided before.
  • ContradictionsWhere evidence no longer agrees with the case.
  • ChangeWhat moved since the last decision point.
Explore diligence
Live dealDecision context
Review needed
Rounic prepares the decision view The evidence, precedent and case against — in one place.
Firm precedentComparable screens and pursue/pass reasoning. Firm history
ContradictionsConflicting claims kept side by side. Needs review
What changedNew evidence tied to affected thesis points. Since last review
Source trailCitations beside material facts. Source-linked
Rounic informs. Your investment team decides.

People stay in control

Proposed. Sourced. Approved.

The system does the preparation. The people responsible for the relationship, legal position, investment decision or external report keep the authority.

Prepared, not sent

Messages, legal positions, system changes and LP reporting remain in human review.

Evidence beside the work

Facts are cited or labelled as inference or unverified.

History stays intact

Sources, decisions, disputes and changes are preserved.

Evidence & provenance Security & trust

Start with one real workflow

Give the hours back to diligence and relationships.

See what Rounic prepares, what people approve and what the firm keeps.

Map your workflow 30 minutes · product first · security questions welcome