The Platform
One engine. Every decision document.
Every Conservancy product runs on the same intelligence engine: ingest the documents, extract the facts, analyze like a trained professional, and deliver the artifact your committee expects. Live products open from your dashboard; the rest open to early access as demand warrants. How figures are computed.
Live today
Private Equity
LiveAI Due Diligence
Screen any deal document into a scored tearsheet with diligence priorities and grounded Q&A over the source material.
Open workspace →
Private Equity
LiveAI Investment Committee
Turn any screened deal into an IC-ready memo: ten committee questions and a formal recommendation, exported as a branded PDF.
Open workspace →
Private Credit
LiveAI Underwriter (Credit)
Upload borrower financials or a lender package and receive a committee-ready credit memo with leverage metrics, covenants, and a 1-10 risk rating.
Open workspace →
Commercial Real Estate
LiveAI CRE Underwriter
Upload an OM, rent roll, and T12 together and receive an institutional investment memo with cap rates, DSCR scenarios, and a sensitivity grid.
Open workspace →
Lease Intelligence
LiveAI Lease Abstractor
Abstract commercial leases up to 300 pages into structured findings — every substantive clause cited to the page; absent clauses reported as not found.
Open workspace →
Opening to early access
Request access to shape what gets built next. Design partners get first-year pricing.
Commercial Real Estate
Early AccessAI Asset Manager
Planned to monitor property performance against underwriting and surface variances before they become problems.
Request access →
Private Equity
Early AccessAI Portfolio Monitor
Planned to track portfolio-company KPIs from board packs and monthly reporting, with drift flagged automatically.
Request access →
Private Equity
Early AccessAI Deal Sourcing
Planned to propose acquisition candidates that match a stated thesis from public and internal signals.
Request access →
Cross-Vertical
Early AccessAI Deal CRM
Planned as a pipeline that drafts follow-ups, stage moves, and relationship notes from deal activity.
Request access →
Private Equity
Early AccessAI Financial Model Builder
Planned to generate a three-statement LBO model from a CIM, with assumptions documented and editable.
Request access →
Private Equity
Early AccessAI Quality of Earnings
Planned as a first-pass QoE from trial balances and monthly financials — adjustments proposed, evidence cited.
Request access →
Cross-Vertical
Early AccessAI Legal Review
Planned as a first-pass review of purchase agreements and credit documents with nonstandard terms flagged and cited.
Request access →
Cross-Vertical
Early AccessAI Compliance Monitor
Planned as continuous covenant and obligation tracking across your document base, with deadlines calendared.
Request access →
Insurance Risk
Early AccessAI Insurance Risk Analyzer
Planned to analyze policies and loss runs to surface coverage gaps and pricing leverage before renewal.
Request access →
Capital Raising
Early AccessAI Capital Raising Assistant
Planned to draft fund decks, DDQ responses, and LP updates from track record and portfolio data.
Request access →
Family Office
Early AccessAI Family Office Advisor
Planned as a consolidated view across direct deals, funds, and real assets — documents searchable, positions explained.
Request access →
Cross-Vertical
Early AccessAI Board Reporting
Planned to assemble board decks from operating data and prior materials in the format the board already expects.
Request access →
Cross-Vertical
Early AccessAI Market Intelligence
Planned as sector maps, comp activity, and transaction signals for the markets you invest in — briefed weekly.
Request access →
Private Equity
Early AccessAI Operations Consultant
Planned as post-close value-creation planning from the data room — 100-day plans grounded in the diligence record.
Request access →
Private Equity
Early AccessAI Exit Planner
Planned to score exit readiness — buyer lists, positioning gaps, and the work that moves the multiple.
Request access →