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.
Live today
Private Equity
LiveAI Due Diligence
Screen any deal document into a scored, sourced tearsheet with diligence priorities and grounded Q&A over the source material.
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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.
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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.
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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.
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Lease Intelligence
LiveAI Lease Abstractor
Abstract commercial leases up to 300 pages into structured findings — every clause cited to the page, never inferred.
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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
Monitor property performance against underwriting and surface variances before they become problems.
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Private Equity
Early AccessAI Portfolio Monitor
Track portfolio-company KPIs from board packs and monthly reporting, with drift flagged automatically.
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Private Equity
Early AccessAI Deal Sourcing
Surface off-market acquisition candidates that match your thesis before they reach a banker.
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Cross-Vertical
Early AccessAI Deal CRM
A pipeline that writes its own next steps — follow-ups, stage moves, and relationship notes drafted from your deal activity.
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Private Equity
Early AccessAI Financial Model Builder
Generate a three-statement LBO model from a CIM, with assumptions documented and editable.
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Private Equity
Early AccessAI Quality of Earnings
A first-pass QoE from trial balances and monthly financials — adjustments proposed, evidence cited.
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Cross-Vertical
Early AccessAI Legal Review
First-pass review of purchase agreements and credit documents with off-market terms flagged and cited.
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Cross-Vertical
Early AccessAI Compliance Monitor
Continuous covenant and obligation tracking across your document base, with deadlines calendared automatically.
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Insurance Risk
Early AccessAI Insurance Risk Analyzer
Analyze policies and loss runs to surface coverage gaps and pricing leverage before renewal.
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Capital Raising
Early AccessAI Capital Raising Assistant
Draft fund decks, DDQ responses, and LP updates from your track record and portfolio data.
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Family Office
Early AccessAI Family Office Advisor
A consolidated view across direct deals, funds, and real assets — with every document searchable and every position explained.
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Cross-Vertical
Early AccessAI Board Reporting
Assemble board decks from operating data and prior materials in the format your board already expects.
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Cross-Vertical
Early AccessAI Market Intelligence
Sector maps, comp activity, and transaction signals for the markets you invest in — briefed weekly.
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Private Equity
Early AccessAI Operations Consultant
Post-close value-creation planning from the data room you already have — 100-day plans grounded in the diligence record.
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Private Equity
Early AccessAI Exit Planner
Exit readiness scored continuously — buyer lists, positioning gaps, and the work that moves the multiple.
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