Private Equity Mode

End-to-end deal intelligence for PE professionals

From initial screen to post-close value creation, QuantRidge gives PE teams a single operating system for deal flow, financial modeling, portfolio monitoring, and LP reporting — powered by AI agents that work like a junior analyst that never sleeps.

63+ modelsLBO, DCF, M&A, and more — ready to run

Key metrics tracked

AUMIRRMOICDPITVPIDry PowderPortfolio EBITDAInvestment Count

Everything you need

Purpose-built features for Private Equity — not generic finance tools bolted together.

  • Full LBO modeling with debt scheduling and returns waterfall
  • DCF, M&A accretion/dilution, and comps analysis
  • Deal pipeline with stage tracking and probability weighting
  • Portfolio company dashboards with live KPI feeds
  • Fund-level performance: IRR, MOIC, DPI, TVPI, RVPI
  • LP portal with capital calls, distributions, and reports
  • AI Due Diligence Agent for document review and red flags
  • Management fee and carry waterfall modeling
  • Benchmark comparison vs. Cambridge Associates indices
  • Audit-ready compliance trails and document vault

AI Capabilities

Powered by QuantRidge AI agents

  • AI Due Diligence Agent — summarizes CIMs and dataroom documents
  • Red flag detection across financial statements
  • Comparable transaction sourcing and analysis
  • Management Q&A prep with AI-generated questions
  • Covenant monitoring and early warning alerts
  • LP communication drafting and Q&A responses

Connects with

BloombergPitchBookFactSetS&P Capital IQSalesforceDocuSignCartaAllvue

How it works

A workflow built for how private equity teams actually operate.

01

Source and screen deals

Capture inbound deal flow, score targets against your thesis, and run quick screens using our AI Research Agent to surface risks and comparables before you open a dataroom.

02

Build your models

Run LBO, DCF, and M&A models from proven templates. Adjust assumptions, run scenarios, and stress-test returns without leaving the platform.

03

Monitor portfolio companies

Connect portfolio company data feeds to live dashboards. Track KPIs, covenants, and value creation plans month over month across the entire portfolio.

04

Report to LPs

Generate ILPA-compliant quarterly reports, capital account statements, and waterfall calculations — automatically, with audit trails for every number.

Common use cases

How Private Equity teams use QuantRidge every day.

1

LBO deal screening

Run quick LBO screens on potential targets to assess entry multiples, leverage capacity, and IRR sensitivity before committing diligence resources.

LBOScreeningAI
2

Portfolio value creation tracking

Monitor 100-day plan execution, revenue growth initiatives, and margin improvement programs across all portfolio companies in one view.

PortfolioKPIs
3

LP quarterly reporting

Automate ILPA-formatted capital statements, performance attribution, and fund-level metrics for quarterly LP packages.

LPReportingCompliance
4

Exit modeling

Model exit scenarios across strategic acquirers and public markets, with management incentive plan (MIP) impact and LP distribution waterfalls.

ExitWaterfallReturns

Ready to see it in action?

Get a personalized demo for your Private Equity team, or start a free trial today.