01
Commercial Due Diligence
A sourced red-flag scan of any CIM or data room. Every risk cited, every gap listed, ending in a clear tier.
Trusted by 30+ private equity firms12 sources
The agent layer for private-equity deal teams.
Morsebridge builds multi-agent systems that run the deal screen — diligence, valuation, IC memos, and research — to the standard of a top-tier firm. Evidence-locked. Adversary built-in. Human on every gate.
morsebridge / deals / project-atlas — diligence
Diligence tier
B — proceed with conditions
Customer concentration
Top-3 = 41%
Owner dependence
High
Add-back quality
2 flagged
Risk
Founder reports 60% of revenue tied to two contracts — no assignment clause.
Gap
No QoE provided; EBITDA bridge missing FY22 normalisation.
Open
Confirm renewal terms with top customer before IC.
Use cases
Deal teams use Morsebridge for
Due diligence on thin data roomsSourced red-flag scansDCF valuation with traceable inputsAdd-back stress-testingIC memos under deadlineMarket & competitive researchQuality-of-earnings pre-checksCustomer concentration analysisOwner-dependence risk mappingSell-side prep & equity storyBuyer pushback simulationsCIM & teaser draftingWorking-capital sensitivityReturns scenario modellingExpert-call question packsDue diligence on thin data roomsSourced red-flag scansDCF valuation with traceable inputsAdd-back stress-testingIC memos under deadlineMarket & competitive researchQuality-of-earnings pre-checksCustomer concentration analysisOwner-dependence risk mappingSell-side prep & equity storyBuyer pushback simulationsCIM & teaser draftingWorking-capital sensitivityReturns scenario modellingExpert-call question packs
Expert-call question packsReturns scenario modellingWorking-capital sensitivityCIM & teaser draftingBuyer pushback simulationsSell-side prep & equity storyOwner-dependence risk mappingCustomer concentration analysisQuality-of-earnings pre-checksMarket & competitive researchIC memos under deadlineAdd-back stress-testingDCF valuation with traceable inputsSourced red-flag scansDue diligence on thin data roomsExpert-call question packsReturns scenario modellingWorking-capital sensitivityCIM & teaser draftingBuyer pushback simulationsSell-side prep & equity storyOwner-dependence risk mappingCustomer concentration analysisQuality-of-earnings pre-checksMarket & competitive researchIC memos under deadlineAdd-back stress-testingDCF valuation with traceable inputsSourced red-flag scansDue diligence on thin data rooms
Firms & Investment Professionals We've Equipped — $246B+ AUM
Apax
EY Parthenon
KPMG
Baker Tilly
PwC
Serendipia Capital Partners
Abacus Global Management
INL Asset Management
Carlson Private Capital Partners
Rivean Capital
Bain & Company
Quore Capital
Fremman Capital
Noro-Moseley Partners
CBRE Investment Management
Itaca
Integrity360
Prelude Growth Partners
Apax
EY Parthenon
KPMG
Baker Tilly
PwC
Serendipia Capital Partners
Abacus Global Management
INL Asset Management
Carlson Private Capital Partners
Rivean Capital
Bain & Company
Quore Capital
Fremman Capital
Noro-Moseley Partners
CBRE Investment Management
Itaca
Integrity360
Prelude Growth Partners
An overview
A different kind of deal team.
Most analyst stacks were built for humans to operate manually. Morsebridge is built for agents that do the work for them — with evidence-locked output a partner can stand behind.
02
LBO Model Agents
A transparent LBO where every input traces to a source or is flagged to confirm. Scenarios, sensitivity, add-back stress-testing.
03
CIMs, Compliance & IC Memo
Partner-ready CIMs and IC memos — thesis, ranked risks, returns — with compliance checks baked in, ending in a recommendation, not a summary.
04
Market Research
An evidence-locked market and competitive picture, with fact separated from inference and the open questions worth expert calls.
How it works
A system, not a single prompt.
Four roles, one gated workflow. Your team owns every decision.
- 1
Coordinator
routes work and gates handoffs between agents.
- 2
Specialists
each own one job — diligence, DCF, memo, research.
- 3
Adversary
red-teams the output before it reaches the team.
- 4
Human gate
your partners decide. Always.
Model-agnostic
One model doesn't fit all.
Every firm's workflows differ. We design and deploy multiple models and custom agents — routing each task to the right one to cut cost and latency. Frontier APIs for hard reasoning, open-weights and local on-prem models for sensitive data that can't leave your environment.
Frontier / hosted
GPT-5Claude Sonnet 4.5Gemini 2.5 ProGrok 4DeepSeek V3Mistral Large
Open-weights / local & on-prem
Llama 3.1Qwen 2.5Mistral / MixtralDeepSeek R1Gemma 2Phi-4
Served via Ollama, vLLM, or your private cloud — no data leaves your perimeter.
Trainings
Hands-on workshops for deal teams.
Live, working sessions designed for investment professionals. Bring a real deal, leave with production-ready agent workflows your team can run the next morning.
Workshop
PE Deal-Flow Workshop
A 90-minute working session with your team — bring a live deal and leave with four production-ready workflows.
View workshop & registerEvent
Wall Street Session
An invite-only working session for buy-side and sell-side teams on PE deal-flow automation.
View event & registerTraction
Inside 30+ private equity firms.
In a 90-minute hands-on workshop, deal teams learn to run four institutional finance workflows as agents on their own machines, with our guardrails baked in.
30+
PE firms
2,700
Deal Flow Automation Advisory sessions
100+
Agents created
Testimonials
What deal teams say.
I attended your workshop last Friday and found it very insightful.
Mauricio Bisker Finkelstein
Anjos do Brasil · The largest angel investment network in Brazil
Thank you for the excellent webinar this morning. How can I get a copy of the MD files you shared so I can use them as a good base?
Geoff Heath
Family Office with a VC Division · United States
I found the demonstration of the workflow you set up in Claude very impressive. I would very much like to stay updated on your services and offerings.
Thomas Strahm
American Gelbvieh Association ·
Diff bits were quite useful — especially on the DD part.
Lucia Rodriguez Lacasa
Investor · Albion VC
It was a really insightful session. Thanks for organizing and sharing insights into the deal workflows.
Saloni Gupta
Associate Director — Sales & Key Accounts · PE Front Office
Excellent workshop to get started with Claude CoWork on deal sourcing and deal evaluation. No prior Claude CoWork experience required.
Lukas Gerdon
Vallendar, Rhineland-Palatinate · Germany
The segment
What lower-mid and mid-market funds actually need.
Thin data rooms and founder-dependent businesses mean a handful of risks decide the deal. Here's where teams in this segment lose time — and where we help.
Lower-mid-market deals lean hardest on owner-dependence and add-back risk; mid-market deals add more weight to data quality, working capital, and multi-entity concentration.
- 01
Faster first-pass screening.
Small teams, high deal volume, low hit rate — most CIMs deserve hours, not days. Agents do the first pass in minutes so partners spend time only on live ones.
- 02
Diligence on thin data rooms.
Surface the segment's first-order risks every time: customer concentration, owner/founder dependence, add-back quality, and licenses or key contracts that may not transfer.
- 03
Quality-of-earnings pre-checks.
Stress-test adjusted EBITDA and add-backs before spending on advisors — know what you're really buying.
- 04
Consistent IC memos under deadline.
Partner-ready synthesis that ends in a recommendation, every time, without the late-night scramble.
- 05
Research without a research budget.
An evidence-locked market and competitive read, sourced and dated, that a leaner shop usually can't staff.
Get started
Bring one live deal. We'll show you the difference.
A short call, or a 90-minute workshop with your team.
Workshop
PE Deal-Flow Workshop
A 90-minute working session with your team — bring a live deal and leave with four production-ready workflows.
View workshop & registerEvent
Wall Street Session
An invite-only working session for buy-side and sell-side teams on PE deal-flow automation.
View event & register