Point Dannan at the CIM, the data room, the management accounts and your own IC template. Brief the work in plain English — or hand it to our team entirely. Get back a fully cited document that matches your house style, with you in control at every step.
Recurring revenue scaled from £21.2M to £28.4M over LTM, driven primarily by upsell within the top-10 accounts [1]. Net new logo addition remains modest [2].
The CIM arrives. The data room opens. Your associate starts pulling numbers into a new document — revenue build, margin bridge, customer concentration, management bios — transcribing from one format into another. The structure of the memo hasn't changed in three funds. The IC template is the same one you've used for years. But every deal starts from a blank page, because the work of assembling the facts from scattered sources has never been automated.
By the time the first draft reaches a principal, it's been three days. Half the comments are about formatting. The other half are about missing context that was sitting in the data room the whole time. The analytical work — the part that actually drives the investment decision — gets compressed into whatever time is left before IC.
Dannan eliminates the assembly. Your team focuses on the judgement.
Assembled from the CIM, data room, management presentations and your own notes. Every claim cited back to the source document and page. Matched to your IC template.
Monthly or quarterly operating reports across your portfolio. Connected to each company's management accounts. Variance commentary written automatically, with your team reviewing and approving.
Post-acquisition operating plans structured from the commercial due diligence, management interviews and your investment thesis.
Market data, competitor analysis and customer concentration — pulled from the data room and supplemented with external sources.
Quarterly letters, performance summaries and case studies. Same underlying data, formatted for your LP audience.
Thematic research assembled from public filings, news, and your own knowledge base.
Connect your data room, upload the CIM, or point us at a shared drive. Provide your IC template or a past memo that shows your house style. Brief the work — “deal memo, match our standard format, flag anything over 30% customer concentration” — and review what comes back. Every claim cites the source document and page. Approve the sections you're satisfied with. Refine the rest with a sentence of feedback.
Most firms start with a single deal memo. Within a quarter, they've asked our team to manage portfolio reporting across the entire book. We connect to each portco's data, set up the templates, and deliver finished reports on the schedule your principals expect.
Sign up, upload a CIM and your IC template, and produce your first deal memo today.
Our team connects your data room, matches your house style, and delivers a memo draft for your next live deal.
Fully managed. We produce portco reports on a recurring schedule. Your deal team reviews and approves. That's it.
Connected to each portco's accounts. Quarterly reports drafted automatically. Your principals review and approve. Your LPs get the same deck, on the same schedule, every quarter.
The time between connecting the CIM and reading a structured deal memo with every figure cited.
Every number links back to the exact page and exhibit in the data room. Click any figure to verify.
One-sentence feedback — "add management track record section", "break out recurring vs one-off revenue" — against rewriting manually.
Upload a recent deal memo or your standard IC template. We'll show you what it looks like when Dannan produces it from a live data room — and what it looks like when our team manages portfolio reporting across your book. We typically reply within one working day.
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