Qevrathis AI
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A private-equity deal team reviewing an opportunity together on a tablet
AI-powered private equity operations

One record for every buyout decision

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Qevrathis AI helps private-equity teams manage the full buyout lifecycle from first review through ownership and investor reporting. It reads deal documents, verifies key financial and legal facts, connects approved evidence to financial analysis, checks decisions against the underlying data, tracks closing requirements, and monitors portfolio performance after acquisition. AI continuously highlights risks, missing information, deadlines, and changes in expected returns, while people remain in control of approvals, valuations, transactions, and final reporting.

see the platform

One dashboard · six modules · one evidence-linked deal record

The command screen

One view across the entire lifecycle

The Qevrathis AI dashboard gives private-equity teams a single view of the firm’s most important activity across live opportunities, active decisions, transaction deadlines, portfolio performance, and reporting obligations. AI continuously surfaces unusual changes, overdue actions, missing approvals, and emerging risks, so the team can quickly see what needs review, what is moving off plan, and what action should happen next.

Qevrathis AI — deal dashboard
One deal, on one record

64%

+12%vs last month

Opportunities growing

Pipeline growth across sourcing and screening — every opportunity scored against the mandate as it lands.

80%

+5%vs last month

AI confidence

Average confidence on extracted facts and drafted analysis — anything below threshold is queued for review.

12

+3pending review

Human in the loop

Decisions waiting on a person — approvals, conflicts and memo sections AI will not sign off on its own.

9

3within 7 days

Active deadlines

Closing conditions, IC dates and diligence milestones tracked with owners across every live deal.

Figures read from the sample dashboard above · illustrative, not a customer benchmark.

The Nestack finance suite

Built for every corner of finance.

Finance moves differently in every desk, with unique teams, workflows, documents, and decisions. Your tools should be built to work the way your part of the industry does.

Book a demoSee it on your own deals
The work it does

See how the work gets done.

See how Qevrathis AI carries a buyout from initial review through analysis, approval, closing, ownership, and reporting. Each stage passes verified information forward, while AI reads documents, checks assumptions, highlights risks, tracks deadlines, monitors performance, and prepares the next step—keeping the entire investment lifecycle connected and traceable.

swipe to see all 6 modules →

Opportunities — Qevrathis AI
01 · Opportunities

Find the Deals Worth Pursuing

Turn incoming deal information into a clear and reviewable opportunity. Teasers, CIMs, financial files, diligence reports, and contracts are read and checked against the fund’s criteria, while important facts are verified and missing or conflicting information is surfaced before the opportunity moves into financial analysis.

Analysis — Qevrathis AI
02 · Analysis

See How the Deal Performs

Test whether the opportunity makes financial sense using the verified facts from diligence. Teams can change purchase price, leverage, growth, margins, debt terms, and exit assumptions while the system recalculates scenarios, identifies weak assumptions, and explains how each change affects returns, debt capacity, and sponsor equity.

Decisions — Qevrathis AI
03 · Decisions

Make the Investment Decision Clear

Bring the investment case, supporting evidence, major risks, open questions, and expected returns together for committee review. Important claims are checked against the approved analysis, unsupported assumptions are highlighted, and decision makers can approve, reject, defer, or add conditions with a complete record of the final decision.

Transactions — Qevrathis AI
04 · Transactions

Move the Deal From Approval to Ownership

Carry an approved deal from authorization to completed purchase by tracking agreements, financing, closing requirements, final pricing, debt, fees, and ownership changes. Any difference between what was approved and what is being executed is surfaced early so the team can resolve open requirements or obtain re-approval before closing.

Investments — Qevrathis AI
05 · Investments

Keep Every Investment on Plan

Track each company after acquisition against the original investment case. Revenue, EBITDA, cash, debt, forecasts, operating KPIs, value-creation initiatives, and valuations stay connected so the team can see where performance is moving off plan and understand how those changes may affect value and expected returns.

Reports — Qevrathis AI
06 · Reports

Turn Results Into Investor Reporting

Bring approved investment and fund information together into clear investor-ready reporting. Portfolio values, cash flows, capital activity, returns, and commentary are reconciled before release, while missing information and inconsistencies are flagged so every report is based on reviewed and traceable numbers.

How it works

From opportunity
to realised returns

Qevrathis AI connects the full private-equity process into three clear workflows. The platform first prepares and structures the deal information, then helps the team analyse, approve, and close the investment, and finally supports ownership, performance monitoring, and investor reporting. The same verified data carries forward throughout the process, so the team does not need to rebuild the work at every stage.

  1. Bring the deal into one clear review

    Upload teasers, CIMs, financials, contracts, and diligence material into one place. The platform organises the opportunity, checks basic fund fit, and keeps the source information connected so the team has a clean starting point before deeper work begins.

  2. Turn raw deal information into decision-ready work

    AI reads the uploaded documents, extracts key financial and commercial facts, checks for missing or conflicting information, and prepares the important inputs for analysis. It helps build the first view of the investment case, surfaces risks and unanswered questions, and shows where human review is still needed before the deal moves forward.

  3. Move from investment decision to realised outcome

    The team tests the financial case, reviews the risks, approves the investment, and carries the same information into closing. After acquisition, the platform tracks performance against the original plan, monitors debt and value creation, explains major changes, and prepares investor reporting from the same approved record.

Traditional SaaS vs Qevrathis AI

Don’t settle for the AI your software chose.

Most deal software bolts on one model for every task. Qevrathis AI is an orchestration layer: each step in the deal lifecycle routes to the model that fits — document intake, extraction, modelling, drafting, embeddings or private inference — while your team keeps one governed deal record.

Tap a step to see why that model runs it

  1. CIMs, management accounts, QoE reports and scanned contracts are OCR’d and chunked so revenue, EBITDA, customers and key terms land as structured fields with evidence links.

    Document OCR

  2. Open models classify every file by workstream, pull covenants, change-of-control clauses and related-party items, and flag contradictions before the case is built.

    Inference providers

  3. Operating, financing and exit assumptions are drafted against comparable deals, with downside stress, covenant headroom and returns sensitivity called out early.

    Gemini API

  4. Memo sections are written from approved facts, adversarial IC questions are raised against the thesis, and portfolio commentary drafts stay inside the deal record.

    Anthropic Messages API

  5. Precedent transactions, trading comps and sourcing targets are embedded and reranked against the thesis — evidence and mandate rules stay in the loop.

    Embed & rerank

  6. MNPI, LP data and live deal context can stay on private inference for diligence Q&A, retrieval and long-context review without leaving your perimeter.

    Private deployment

One structured deal record · IC-ready view

Note: Model and provider names are illustrative of integration patterns; trademarks belong to their respective owners. Routing is configured per tenant and data boundary.

Connectivity

Your whole deal stack, connected.

Qevrathis AI plugs into the CRMs, data rooms, fund-admin platforms, collaboration tools and reporting layers your deal team already runs. Pipeline, documents, cases and portfolio actuals sync through governed APIs — so data moves without manual re-keying between systems.

Mandatory integrations: Salesforce / DealCloud, Microsoft 365, Outlook, Excel, Datasite / Intralinks, DocuSign, Slack / Microsoft Teams, NetSuite. Optional integrations: Affinity, PitchBook, Google Workspace, Carta, Allvue, eFront, Power BI, Tableau, Zoom.

Note: Tool names and marks belong to their respective owners. No endorsement or partnership implied. Integration availability depends on existing systems, licences, API access, vendor approval, security configuration and implementation scope.

Standards we support

Built for regulated private-markets operations

Qevrathis AI provides the controls, documentation and auditability that support private-equity and leveraged-buyout advisers operating under U.S. adviser, reporting, marketing and premerger-notification rules — within defined legal and regulatory boundaries.

  • Investment Advisers Act

    U.S. Investment Advisers Act of 1940 — Compliance Program, Books & Records, and Form ADV

    Qevrathis AI can maintain compliance policies, review evidence, approvals, adviser records, and audit trails in one governed system. It can also support the information needed for Form ADV and internal compliance reviews, with clear links back to the underlying deal, fund, and investor records.

  • Custody

    SEC Custody Rule — Advisers Act Rule 206(4)-2

    Qevrathis AI can help organize fund-account, asset, custodian, investor, audit, and financial-statement evidence used to support custody-related controls. The platform can track required reviews, document delivery, exceptions, and supporting records so compliance teams can see where evidence is complete and where follow-up is required. The SEC’s Custody Rule applies when an adviser has custody of client funds or securities.

  • Form PF

    SEC Form PF — Private Fund Reporting

    Qevrathis AI can structure fund, leverage, investment, exposure, liquidity, and portfolio-company data so registered private-fund advisers can prepare applicable Form PF reporting from reconciled records rather than rebuilding the data manually. Reporting requirements depend on adviser type and assets under management.

  • Marketing

    SEC Marketing Rule — Advisers Act Rule 206(4)-1

    Qevrathis AI can connect performance figures, valuation data, investment outcomes, and supporting evidence used in investor communications. It can flag inconsistent numbers, unsupported claims, or differences between approved investment records and materials prepared for investors before those materials are released.

  • Pay to Play

    SEC Pay-to-Play Rule — Advisers Act Rule 206(4)-5

    Qevrathis AI can maintain covered-person records, contribution approvals, government-investor relationships, and compliance evidence where the rule is relevant. The rule can restrict an adviser from receiving compensation for advisory services to certain government entities following specified political contributions.

  • HSR

    Hart-Scott-Rodino Act — Premerger Notification

    Qevrathis AI can support qualifying acquisition workflows by organizing transaction size, ownership, filing requirements, supporting deal documents, regulatory milestones, and closing conditions. Where an acquisition is reportable, the platform can help the deal team track HSR filing and clearance status before closing. HSR remains directly relevant to qualifying M&A transactions, including private-equity acquisitions.

Note: Qevrathis AI provides technical capabilities that support these standards and requirements. It is not itself certified against them, it does not independently certify your firm as compliant, and it is not a substitute for your own counsel or compliance officer.

Qevrathis AI ships

Governed deal operations, in production, on live deal evidence.

From first look through diligence, the LBO case, committee, closing and portfolio monitoring — Qevrathis AI keeps one deal record so every module reads the same governed context.

  • Sourcing, screening & diligence-extraction agents
  • Case-review, IC-memo & portfolio-monitoring agents

Catalogued for private equity & financial-services workflows

Sister platform — Nestack AgentsProduction playbooks

Your private equity & financial-services AI agents, run like production systems.

Telemetry, evaluations, guardrails, human review, and a crew on call when a deal agent starts drifting — before valuation, disclosure or compliance issues reach your committee or your LPs.

186
Failure modes
77
Gen-AI failure modes
2850+
Baseline eval cases
24/7
Agent monitoring
Explore Banking & Financial Services Agents

Financial-services agents are catalogued on Nestack Agents.

Add-ons

The hardware your deal process needs.

The companion kit that pairs with Qevrathis AI — every device streams into a named module, so a signature made in the room lands inside the platform as an attributed, timestamped record rather than another PDF in someone’s inbox.

Investment Committee Signing Key

Investment Committee Signing Key

A pocket USB-C and NFC hardware security key that binds every investment-committee approval and wire authorisation to a physical touch. Each signed decision streams straight into your Decisions module and the deal record as an auditable, timestamped approval event.

Note: Hardware, installation, and integration are not included in the standard subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.

Our prices

Priced for the deals you run.

The whole fund

$200/mo

Qevrathis AI runs on a single monthly subscription covering every deal your team works — from first look and diligence through the IC memo, closing, portfolio monitoring and LP reporting, on one evidence-linked deal record.

Note: AI API usage is charged separately. Clients must recharge their AI credit balance based on their usage.
  • all modules included
  • every deal on one governed record
  • cloud or private hosting
book a demo

Onboarding is a separate one-time fee, set out below.

Onboarding

What your onboarding fee covers

A one-time setup that gets your fund fully live on Qevrathis AI before your first subscription period begins — we migrate your live pipeline, portfolio company records and closed-fund history, connect the data rooms, CRM, fund admin and inbox your deals already run through, and configure the Opportunities, Analysis, Decisions, Transactions, Investments and Reports modules to your investment committee format. Each fee below is a starting point: the final onboarding is scoped once we understand your environment, security needs, integrations, data volume, compliance requirements and deployment model.

Essential

$1,000+one-time
  • Kickoff call and onboarding plan scoped to your fund strategy, sectors and check size
  • Workspace provisioning with partner, principal, associate and analyst seats, roles and permissions
  • Import of your live pipeline, one active deal and its data room
  • Opportunities pipeline configured to your sectors, geographies and stage gates
  • Email, calendar and outbound sourcing connected for inbound and proactive deal capture
  • IC memo, diligence question list and case-model templates set to your house format
  • Go-live readiness check before your first subscription period begins
  • Onboarding handbook and self-serve help for the deal team

Plus

Most funds
$2,500+one-time

Everything in Essential, plus:

  • Guided migration of historical deals, closed-fund records and portfolio company history, with validation
  • Two integrations — data room, CRM or fund admin — connected and field-mapped
  • Portfolio KPI schema and reporting cadence configured against your LPA and LP requirements
  • Custom diligence risk areas, confidence scoring and IC reviewer routing
  • Live training session for partners, principals and associates, with a recording
  • Dedicated onboarding specialist for the rollout

Enterprise

$5,000+one-time

Everything in Plus, plus:

  • Tailored implementation across multiple funds, strategies, offices and co-invest vehicles
  • Bespoke integrations and SSO across your data rooms, CRM, fund admin, e-signature and KYC providers
  • Bulk migration of deal history and portfolio KPIs, with cleansing and reconciliation against fund admin
  • Role-based training tracks for deal, portfolio operations, finance and IR teams
  • Reporting workflows aligned to your LPA, side letters and IC calendar (including Form PF and Annex IV where required)
  • Named onboarding manager with a defined go-live date
Where it runsSame platform · same recurring subscription

Cloud (SaaS)

Runs in Nestack’s managed cloud — the fastest way to start. We host, patch and scale the platform for you, so your deal team is working live cases from day one with nothing to stand up.

Private / self-hosted

The same platform deployed inside your own infrastructure — your cloud, VPC or on-prem — for funds with strict mandates. Deal, diligence and LP data never leave your environment, and the recurring subscription stays the same.

The subscription is identical on either model; only the onboarding scope differs by your security and deployment requirements.

FAQs

Before you subscribe.

01What does Qevrathis AI actually do?

It is the deal record for a private-equity or leveraged-buyout sponsor. Opportunities are screened against the mandate, LBO cases are built from governed assumptions, IC memos are drafted from approved facts, closing conditions are tracked through the wire, portfolio companies are monitored against IC underwriting, and LP reporting is assembled from the same reconciled data.

02What does the monthly subscription include?

Every module on the platform — Opportunities through Reports — for the whole deal team, with no seat tiers and no module gates. One flat monthly figure covers every deal you run on Qevrathis AI; onboarding is a separate one-time fee.

03How is the onboarding fee different from the subscription?

The subscription is the recurring cost of running the platform. The onboarding fee is a one-time setup — migrating your pipeline and portfolio history, connecting your data rooms, CRM and fund admin, and configuring the modules to your IC format — scoped to your environment before your first subscription period begins.

04Where do the underwriting and portfolio numbers come from?

From the sources you already run — target data rooms, QoE providers, accounting systems, fund admin, portfolio-company management reporting, and your own diligence spreadsheets. The Analysis workspace normalises them into governed variables, scores extraction confidence, and queues anything that still needs a human before it feeds a case.

05Do we have to take the AI's answer on trust?

No. Every extracted fact carries a confidence score, every memo statement names its source and evidence lineage, and every conflict is shown beside the AI rationale. The adversarial IC-review drawer surfaces the questions the model raised so nothing is silently smoothed over.

06How does the closing process actually work in the platform?

Transactions runs Signing → Financing → Conditions → Closing as a live board of requirements, with owners, deadlines and attached evidence. A control drawer compares IC-approved economics against current transaction terms, and flags any material change that requires re-approval before the wire goes out.

07How does it handle LP reporting and Form PF?

Reports assembles fund summary, portfolio commentary, capital activity and performance sections from reconciled data on their own cadence, then routes them through reviewer approval and audit-ready release. The underlying fund, portfolio-company and event data is also structured for SEC Form PF filings and AIFMD Annex IV reporting.

08Does the platform work for club deals and co-invest?

Yes. Opportunities, Analysis and Decisions carry co-sponsor and LP co-invest allocations alongside the sponsor's own equity check, and Transactions reconciles the final sources-and-uses across every participant before closing.

09Can we see it against our own live deal first?

Yes. Book a walk-through and we will stand Qevrathis AI up against a slice of your real pipeline and one portfolio company before the first call, so you are looking at your own case, not a canned demo.