Give every deal a
full analyst team.
Elevana staffs your family office with autonomous AI analysts. They screen every new deal, run the background checks, draft the IC memo, and watch the market — inside a complete pipeline and due-diligence platform. You keep the decisions; they do the work.
Due Diligence Officer
first read · 1m 47s
Recommendation
Screening Note — Example Fund
Illustrative sample — not a real deal.
Flags. The name matches two unrelated firms in the same sector. The deal record points to one; the outside record, to the other — identity not yet confirmed.
What’s missing. No NDA on file (blocking gate), no confirmed legal entity, no audited financials. [ASK COMPANY]
Recommendation. Hold at screening — the file can’t be underwritten until the counterparty is confirmed. A person decides which entity is the target.
Minutes
From new deal to first screen
12specialists
On your team from day one
Everyclaim
Marked, sourced, and traceable
24/7
Watching the market and the news
Your AI team
The analysts you
never had to hire
Twelve specialists, each with a charter, its own tools, and a strict authority ceiling. Some stand watch around the clock; others are summoned the moment a deal needs them.
Chief Investment Officer
Argues the opposite case before you commit.
Due Diligence Officer
Screens every deal; runs the background check.
Fund Counsel
Reads the LPA; flags off-market terms.
Investment Analyst
Works the data room; writes the memo.
Financial Analyst
Turns percentages into real dollars.
Market Strategist
Sizes the market; pulls the comps.
Data Analyst
Reads the pipeline; finds where deals stall.
News Analyst
Daily news sweep; flags what’s material.
Risk Manager
Concentration and exposure, in dollars.
Compliance Officer
SLAs, gates, and external commitments.
Operations Manager
Tasks, meetings, workload, blockers.
Document Controller
Tracks what’s missing for each gate.
Why it changes the math
Twelve analysts. None of the headcount.
An in-house desk deep enough to screen every deal is a seven-figure line item and a year of hiring. Elevana gives you the same coverage on day one — and it never sleeps, quits, or runs out of hours.
Building the desk in-house
Six-figure seats. A junior analyst is a six-figure hire, fully loaded. A desk deep enough to cover the pipeline runs into seven.
A year of hiring. Months to recruit, interview, and onboard each seat — before a single deal gets read.
Capacity caps coverage. People have only so many hours. The smaller deals wait — or never get a real screen.
Key-person risk. Finance turns over fast. In two years the analyst who knew your pipeline is gone, and the context leaves with them.
Off the clock. Nights, weekends, holidays — no one is watching the market or the news.
The team you didn’t hire
Flat fee, or your own keys. The whole team on every deal for a flat platform fee — or run it entirely on your own AI provider (BYOK).
Live on day one. No recruiting, no onboarding. The team reads the first deal the minute you add it.
Every deal, full rigor. The small check and the large commitment get the same full-team screen — nothing slips through for lack of hours.
No turnover, no ramp. The team never quits and never forgets. Every deal’s context lives in the platform, not in someone’s head.
Never clocks out. Screening, background checks, and a market-and-news watch running 24/7.
IC Memo — Example Fund
Illustrative sample — not a real deal.
Thesis
Lower-mid-market buyout manager, third fund, focused on industrial services in the Gulf.
Findings
Recommendation
Advance to IC — fees above median; confirm the two unrealized marks first.
Real work product
Not a chatbot. A finished file.
Every run leaves a written deliverable on the deal — structured the same way each time, every claim marked verified, asserted, or unchecked, and machine-readable underneath so the platform can act on it.
Screening notes
What it is, what’s missing, and ADVANCE / HOLD / PASS.
Background dossiers
Identity, principals, and what was never checked.
IC memos
Thesis, sourced findings, risks, recommendation.
Legal reviews
Key terms and off-market flags from the LPA.
Market intelligence
Market sizing, comps, and a fundraising radar.
Risk & watch reports
Exposure in dollars, plus a daily news digest.
How it works
You add the deal. They do the rest.
From inbox to a committee-ready file — the same path, run on every deal.
A deal lands
A deal is added — or forwarded to your deal inbox — and the Due Diligence Officer picks it up: reads the record, extracts the documents, and searches the open web to place the company and its people.
The team goes to work
Screening, background check, financials, market read, legal review — in parallel, each colleague verifying the others, ending with an adversarial pass that lists what’s unproven.
You decide
A written file, a clear recommendation, and a full audit trail arrive at a gate. The AI never advances, passes, or sends on its own — that authority is always a person’s.
And it doesn’t stop there. After the decision, the watch continues — News, Risk, and Compliance keep reading your pipeline and portfolio around the clock, raising a finding only when something material actually changes.
An AI you can actually trust with a deal
The hard part isn’t getting an AI to write — it’s getting one you’d let near your capital. Elevana is built so the machine does the work and a person keeps the authority.
- Suggest-only — the AI never sends, advances, or passes on its own
- Every claim marked verified, asserted, or unchecked — with its source
- A figure it can’t source is left visibly blank, never filled in plausibly
- Your keys, your models — bring your own AI provider (BYOK)
- Tenant-isolated — your deals, documents, and keys never touch another firm’s
- Prompt-injection hardened, with a full audit trail on every action
The Due Diligence Officer finished the background check and recommends:
The workspace
Where the team works
The AI runs inside a complete deal platform — so its work lands exactly where your team already lives.
Northwind Capital II
Venture · $5M
Atlas Infra Fund
Infrastructure · $10M
Cedar Grove Fund
Growth equity
DD Officer · HOLDMeridian Growth
Buyout · $8M
Harborline Partners
Private credit
3 verified · 2 openSummit Ridge III
Buyout · $12M
AdvanceVantage Co-Invest
Committed
Deal Pipeline
Kanban with stage gates, SLAs, and health scores
Deal Inbox
Forward a deal email — it lands in the pipeline, documents extracted
DDQ & RFIs
Templates, dispatch to GPs, structured responses
Document Vault
Versioned docs, extraction, missing-doc detection
Portfolio & Reporting
FX-consolidated holdings, capital accounts, KPIs, reporting
IC Workflow
Structured votes, quorum, timestamped reports
Built for
Questions
What allocators ask first
The short version of the questions every investment committee raises before letting an AI near a deal.
What does Elevana actually do?
It runs an AI investment team inside a complete deal-pipeline and due-diligence platform. The moment a deal arrives, the team screens it, runs background checks, drafts the IC memo, reviews the legal documents, and watches the market — leaving a written, sourced file on the deal. You make every decision.
Does the AI make investment decisions?
No. Every agent is suggest-only. It can draft, recommend, and flag, but it never advances a deal, passes on one, or sends anything to a counterparty on its own. Those actions sit behind a gate that only a person can clear, and every decision is logged to an audit trail.
Can I use my own AI provider?
Yes — Elevana is bring-your-own-key (BYOK). Connect your own provider and choose which model handles heavy analysis versus lighter tasks, or use ours. Your keys stay isolated to your firm.
How does it keep my deals confidential?
Every firm's workspace is tenant-isolated: your deals, documents, and API keys never touch another firm's. The AI works from your own record and the open web — it is not trained on your data — and it is hardened against prompt-injection hidden in the documents and emails it reads.
How does it handle numbers it can't verify?
It marks every claim verified, asserted, or unchecked, and cites the source. A figure it cannot source from your record is left visibly blank rather than filled in plausibly — and an adversarial pass on every background dossier lists what was never checked.
What does the team produce?
Screening notes, background dossiers, IC memos, legal reviews, market intelligence, and risk and news digests — each structured the same way every time, and machine-readable underneath so the platform can act on it, not just display it.
Who is it for?
Family offices, fund-of-funds, endowments, and PE/VC allocators — anyone running a deal pipeline with an investment-committee process who wants institutional rigor without institutional headcount.
How long does it take to get started?
You can start free and add your first deal in minutes. The team reads it the moment it lands — there is nothing to train or configure to get the first screen back.
Put an analyst team on every deal.
Stop screening deals by hand. Let the team do the reading — you make the call.
No credit card required. Bring your own AI key or use ours.