Sourcing, thesis & screening 14 tools
Top-of-funnel. Find what's worth your attention. Public broker sites, deal boards, marketplace scans, thesis-aligned screening, tear sheets, watchlists.
Public broker site and deal-board scans on a configurable cadence.
Scheduled scans across deal marketplaces with thesis filtering.
Bulk queries against enrichment data providers, results merged into pipeline.
Cited web research, multi-source synthesis, deep-link attribution.
Auto-route inbound broker CIMs, extract financials, fill the deal card, flag risks.
Headline firmographics + 3 metrics + recent events. Single-screen overview.
Build, refine, and version your fund's investment thesis. Drives every screening run.
Multi-dimensional thesis-fit scoring on every deal. Auto-decline misses.
2-page partner tear sheet, 8.5x11, print-to-PDF ready. Customized per target.
1-page outbound teaser for buyer or LP intro. Optional anonymization.
Persistent queries that run on schedule. Alerts on new matches.
Watch founders, companies, exits. Auto-monitor signals, daily digest.
Daily morning roll-up of new opportunities, ranked by thesis fit.
Get on broker deal lists. Researched outreach with quarterly check-in cadence.
Commercial diligence 14 tools
Market research, competitive landscape, customer concentration, churn, pricing analysis. Where the buyer learns what the market actually looks like.
50+ page consulting-grade market report with cited sources.
Porter's Five Forces + strategic positioning matrix.
Competitor matrix, feature comparison, strategic implications.
Multi-section battlecard with per-competitor positioning and counter-playbook.
Top-N customer revenue %, concentration risk, treemap visualization.
Top-down + bottom-up market sizing with cited sources.
Briefing on a new vertical you're entering: dynamics, players, vocabulary.
How fragmented is the target's industry? Roll-up potential assessment.
Customer base segmentation by size, geography, vertical, behavior.
List vs. realized pricing, discount trends, segment-level pricing power.
Committed and probable revenue with conversion rates.
Industry-specific regulatory factors and compliance implications.
Across portfolio deals: what wins and loses look like by sector.
Background scan: pattern signals across your portfolio deals.
Financial diligence 70 tools across 10 sub-clusters
Where Alfred earns his keep. From the deal card, spin up a QoE memo grounded in the actual CIM and accounting data, a databook from a raw GL pull, a 5-year LBO with sensitivity, customer cohort retention, a PVM waterfall. The depth is the demo.
3.1 Memos & narratives · 7 tools
IC-grade analytical memos. Each grounded in every doc, email, and call transcript on the deal card.
Adjusted EBITDA bridge with addbacks, normalization, working-capital adjustments.
Comprehensive financial DD: revenue quality, cost structure, working capital, capex.
IC-grade memo in your partner's voice. Recommendation, risks, structure.
3-5 page dense IC memo, 11x17 landscape PDF.
IC pre-read with financial summary at the top. For partner-meeting circulation.
Standalone narrative explaining every adjustment with source-linked entries.
PoP working-capital walk with seasonality, peg-point identification.
3.2 Standard financial statements · 7 tools
Income statement, balance sheet, cash flow with GAAP presentation. Multi-period, multi-entity.
IS + BS + CF with GAAP presentation, multi-period comparison.
Parent + subsidiaries with intercompany eliminations.
PoP, YoY, multi-period variance bridge with driver decomposition.
Apply pro-forma adjustments for synergies, run-rate, normalized one-time items.
Standardize statement formatting to GAAP / IFRS conventions.
Identify items requiring footnote disclosure per accounting standards.
Every line item traced back to source GL entries.
3.3 Financial models · 9 tools
DCF, LBO, Monte Carlo, scenario planning, sensitivity. Models that get you to a defensible price.
5-year LBO + debt schedule + sensitivity. Search-fund LBO with PIK supported.
Discounted cash flow with WACC build, terminal value, sensitivity heatmap.
Public + private trading and transaction comps. Football field of valuation ranges.
P&L + BS + CF linked with debt schedule, working-capital model.
Probability distribution of valuation outcomes under uncertainty.
Base / upside / downside scenarios with named drivers and probability weighting.
Multi-axis sensitivity (revenue × multiple, leverage × growth) as configurable heatmaps.
IRR, MOIC, payback period across scenarios.
For strategic acquisitions: revenue and cost synergies with realization curves.
3.4 Databooks & data extraction · 12 tools
Direct pulls from accounting systems (no license required), into clean, formatted Excel deliverables.
30+ tab Excel workbook: GL, TB, P&L, BS, customer/vendor lists, cohort retention, PVM, stable-core analytics, concentration, more.
Direct extraction from QuickBooks (QBW/QBM) and Sage 50 (.CAB) backups. No license required.
Classify every revenue stream: recurring, reoccurring, repeat, actuarial, transactional, or user-defined. Yale revenue quality framework.
Parse arbitrary Excel financials, infer COA structure, normalize.
Combine raw COA/TB/GL across multiple systems and entities into one canonical view.
Map chart-of-accounts across entities to a common taxonomy.
Period-by-period GL pull with category, account, customer, vendor metadata.
Monthly trial balance, multi-year, with reconciliation flags.
Income statement at monthly granularity, multi-year, seasonality-ready.
Periodic balance sheet pulls with working-capital component breakdown.
Customer entity pulls with annual revenue rollup.
Vendor entity pulls with annual spend.
3.5 Reconciliation · 5 tools
Tie everything back to source. GL ↔ TB reconciliation, capex/opex line classification, intercompany eliminations.
Reconcile general-ledger detail to trial balance. Variance flagging.
Period-end TB roll-forward with variance bridge.
Classify every revenue stream by quality: recurring, reoccurring, repeat, actuarial, transactional, or user-defined.
Identify and net out intercompany transactions across entities.
Standard period-end variance analysis with explanatory drivers.
3.6 Adjustments & normalization · 7 tools
Strip the noise. Owner addbacks, non-recurring items, working-capital normalization, pro-forma adjustments.
Strip one-time items, classify addbacks, build adjusted EBITDA bridge.
Owner comp, perks, related-party, family-on-payroll, personal expenses.
Peg working-capital target for purchase-price adjustment.
Flag spend the buyer would likely cut post-close.
Identify and tag one-time gains, losses, settlements.
Apply synergy, run-rate, and acquisition-effect adjustments.
Simple tax modeling with effective tax rate and state tax footprint.
3.7 Ratio analysis · 5 buckets, 25+ ratios
Full ratio suite. Each ratio computed with trend visualization over time.
Liquidity, profitability, leverage, efficiency, valuation. ROE, ROA, ROIC, ROCE, ROTC. With trend charts.
Compute any specific ratio with multi-period trend.
3.8 Cash flow & capital structure · 8 tools
Cash conversion, FCF analysis, debt-capacity, WACC, working-capital intensity.
DSO, DPO, DSI with trend visualization.
FCF build with operating cash flow, capex, working-capital adjustments.
Monthly working-capital trend, component breakdown (AR/AP/inventory), seasonality identification, peg-target calculation.
Monthly capex by category and asset class. Maintenance vs. growth split. Capex intensity trend.
Capex + acquisitions as % of net income. Sustainability indicator.
Amortization, refinancing, covenant analysis. Configurable by tranche.
Based on FCF, target leverage, covenant compliance.
Weighted average cost of capital with explicit cost-of-debt and cost-of-equity build.
3.9 Revenue analytics & customer cohorts · 12 tools
Revenue stratification, customer cohort retention, churn, customer profitability, PVM waterfall. The signal underneath the headline.
Revenue by customer, product, segment, geography. Pareto chart.
Retention by acquisition cohort. Cohort retention curves with industry benchmarks.
Waterfall explaining revenue change drivers. Price, volume, mix decomposition.
Recurring vs. non-recurring vs. one-time revenue split.
Average contract length, renewal terms, escalators, cancellation provisions.
Standard SaaS NRR with expansion / churn decomposition.
Logo and revenue churn isolated from expansion.
Logo + revenue churn with monthly cohort decomposition. Churn waterfall.
Profitability by segment, product, channel. Treemap visualization.
List vs. realized pricing, discount trends.
For SaaS or subscription businesses: ARR build with snapshots and movements.
Committed and probable revenue with conversion rates.
3.10 Working-capital component depth · 6 tools
AR aging, AP aging, inventory aging and turn, revenue recognition policy review.
Receivables aging buckets, bad-debt provision adequacy assessment.
Payables aging, vendor payment patterns, working-capital implication.
Inventory by age bucket, slow-moving identification.
Reserve assessment, write-down history, current obsolete value.
DSI by category, turn velocity trend, working-capital efficiency.
RevRec policy assessment, timing-of-recognition issues, GAAP compliance.
Legal, operational & compliance 16 tools
NDA agent signer, contract analysis, IP audit, vendor concentration, KYC, OFAC screening, AML flags, audit log.
Reviews inbound NDAs against your playbook, proposes redlines, parks for your signature.
Key terms extraction, risk flag, deviation from standard.
Propose redlines based on your standard playbook.
Draft or review LOI against your standard terms.
Generate IP audit checklist tailored to industry.
Multi-party document orchestration with status tracking.
Top vendors as % of spend, single-vendor risk assessment.
Map the org, identify key-person dependencies, surface organizational gaps and bench depth.
Headcount per $M revenue, productivity metrics vs. industry.
Tech stack inventory, cloud spend review, security posture indicator.
Know-Your-Customer verification on counterparties.
Sanctions list screening on entities and individuals.
Anti-money-laundering red flag detection.
DD on critical vendors (concentration, financial health, contract terms).
Always-on audit log of every Alfred action with attribution.
Industry-specific regulatory factors and compliance implications.
Conversational & call intelligence 28 tools across before / during / after
Alfred prepares you. Runs with you. Follows up for you. Pre-call briefs, real-time coaching, post-call notes, recording library with semantic search.
5.1 Before the call · 9 tools
Pre-call ICP research, account intelligence, persona research, conversation starters.
Comprehensive briefing auto-prepared before any scheduled call.
Company size, recent funding, hiring patterns, leadership, news.
Background, role, tenure, recent posts, mutual connections.
Auto-detected from email patterns and signals.
Last 30 days of changes worth referencing in conversation.
Context-grounded openers from mutual connections, shared interests, recent triggers.
Based on persona, role, industry. Prepared responses included.
Pulls in your battlecard for the likely competitors at this account.
Every prior touch with this account, summarized.
5.2 During the call · 6 tools
Real-time coaching, transcription, sentiment, voicemail drops, live action capture.
Personalized per recipient using account context. Not boilerplate.
Silent in-call coaching overlay surfacing talking points (visible only to rep).
Real-time transcription with speaker diarization.
Across the call timeline, flagged moments where tone shifted.
Auto-flagged with battlecard context loaded.
Detect commitments made on the call, queue as draft tasks.
5.3 After the call · 13 tools
Auto notes, AI summary, action items, talk-time, recording library with semantic search, email reply intelligence.
Structured note auto-written to deal card after every call.
Paragraph summary posted to deal channel for stakeholders not on the call.
Auto-creates follow-up tasks on the deal card from commitments.
Rep vs. prospect ratio, monologue detection, who-spoke-when timeline.
Question count rep vs. prospect. Pipeline-progression predictor.
"Find every call where pricing came up." Semantic across the whole library.
Across a deal's call history, surface what's been said multiple times.
Post-call: send what, schedule what, escalate to whom.
Drop in a recording from outside the system; transcribe + index.
Pull from external meetings via integration. Includes AI summary.
Classify, urgency-score, auto-route inbound replies by deal/account.
Recognize broker emails, link to right deal, T1 notify on time-sensitive.
Auto-flag emails that genuinely require human attention.
Outreach & communication 16 tools
Custom cold emails personalized at scale, sequences, power dialer, voicemail drops, SMS, broker check-ins.
Personalized per recipient using account research. Approval-gated by default.
Single-email drafting from context. For one-off outreach.
Multi-touch orchestration with conditional branching.
Variant testing with conversion tracking.
Auto-classify and queue responses for the right person.
Brief email-ready summary for forwarding to internal team or LP.
Click-to-call, recording, parallel dialing. Bundles transcription + AI summary.
Personalized per recipient. Not pre-recorded boilerplate.
Show local area code to improve answer rates.
Account-context-grounded SMS, not blast.
Multi-touch text cadence with conditional branching.
Quarterly / semi-annual auto-drafted check-ins. Approval-gated.
Get on broker deal lists via personalized inquiry sequences.
LP / partner update emails grounded in your portfolio activity.
Per-person response drafts grounded in your prior conversation history.
Outbound proposal drafted from deal context. Term-sheet or RFP-response shape.
Deal management, workflow & meetings 22 tools across 5 sub-clusters
The deal card is Alfred's workspace. Continuous maintenance, autonomous tasks, to-do lists, document grounding, channels, scheduling. All free or near-free under the platform fee.
7.1 Deal-card workspace · 6 tools
The deal card is the heart of the product. 10 tabs, continuously maintained, every empty field an implicit task.
Background AI keeps every deal card fresh. Free under platform fee.
Overview, Financials, Workstream, Risks, Owner, Alfred, Docs, Activity, Channels, Timeline.
When new docs/emails arrive, Alfred fills empty fields and proposes updates to existing.
Background scan flagging stale fields across all active deals.
New risks proposed when input warrants. Existing risks closed when resolved.
Stage changes cascade gantt shifts, task triggers, notifications.
7.2 Autonomous tasks & scheduled work · 5 tools
Alfred runs work for you on a schedule. Periodic audits, daily scans, quarterly check-ins. Survives tab close.
Cron-driven Alfred runs that survive tab close, deploys, restarts.
Weekly background scan across every active deal, surfacing freshness issues.
Scheduled scans on your marketplace queries; new hits surfaced in digest.
Auto-fired schedule; drafts the check-in for your approval.
Drafts >24h old re-surface as T1 notifications. Don't lose to-be-sent work.
7.3 To-do lists & task queues · 4 tools
Per-user task list, per-deal task list, approval queue, dialer queue. Everything you need to act on, in one place.
All tasks assigned to you across all deals, prioritized.
Open tasks for a specific deal, with assignee and due date.
Everything Alfred drafted that needs your approve / edit / revise / cancel.
Prioritized call queue. Approve to dial; Alfred briefs you before each call.
7.4 Documents & channels · 4 tools
Document grounding, version diff, per-deal channels, external collaborative workspaces.
PDF + shared-drive ingestion. Every doc on the deal card is part of every analysis.
Track what changed across CIM revisions or contract redlines.
Internal team channel for each deal. All Alfred output posts here.
Shared spaces with sellers, lawyers, advisors. Separate from internal Deal Room.
7.5 Meetings & scheduling · 3 tools
Calendar-aware scheduling, prep-doc routing, post-meeting follow-up.
Calendar-aware meeting booking with conflict resolution.
Auto-distribute pre-call brief to all attendees before the meeting.
Auto-draft follow-up email + tasks based on meeting transcript.
Reporting, analytics & visualization 40 tools (incl. 22 named chart types)
Pipeline analytics, partner reports, LP updates, BI exports. Plus the visualization craft layer with named chart types. Chart selection follows data-viz best practices, not default-to-pie.
8.1 Reporting · 4 tools
Automated weekly / monthly partner reports.
Quarterly fund-investor communications grounded in real activity.
Daily roll-up across all active deals.
Configurable per tenant. Build whatever your workflow needs.
8.2 Pipeline analytics · 5 tools
Time-in-stage across pipeline. Identify bottlenecks.
Conversion rate by sourcing channel.
Funnel visualization with drop-off identification.
Forward-looking returns estimate per deal.
Deals stuck in stage, surfaced for review.
8.3 Visualization craft layer · 22 named chart types
Chart selection is intelligent, not default-to-pie. Every output picks the right chart for the data.
Bar (h/v/stacked/grouped), line, scatter, bubble, histogram, box plot.
Multi-metric snapshots with inline trend.
Valuation ranges across multiple methodologies (DCF, comps, transactions).
Revenue change drivers decomposed.
EBITDA bridges, addback walks, cash-flow waterfalls.
Multi-variable sensitivity tables visualized.
Single-variable sensitivity ranking.
Target vs. actual with reference bands.
Customer or revenue retention by acquisition cohort.
Customer concentration, revenue stratification.
Segment / product / customer composition with proportional area.
Pipeline conversion stages.
Revenue/cost flow, customer flows between segments.
Relationships, org charts, deal cross-references.
Probability density curves and percentile bands.
Color-coded comp tables for valuation comparison.
Deal timelines, workstream forward-looking views.
Multi-metric snapshots with thresholds.
8.4 Data exports · 3 tools
Connections to PowerBI / Tableau / data warehouses.
Any data view exportable to CSV or Excel.
Email or channel delivery on a schedule.
Background intelligence 12 tools, all free
Alfred is always paying attention while you sleep. Persistent memory, find-similar deals, smart search, daily digest, scheduled audits. All covered by the platform fee.
Three-tier memory: episodic + semantic + procedural. Carries across every run.
Cross-deal pattern lookup. "Show me deals like Project Castle."
Semantic search across every deal, doc, message, call.
Morning roll-up of overnight activity, ranked by what matters.
Periodic compression of episodes into stable principles.
Every Alfred action logged to deal timeline with attribution.
Tiered urgency, configurable per user. T1 = drop everything; T4 = review when convenient.
Background scan: signals across your portfolio.
Every email, doc, message classified and routed.
Internal artifacts (synthesis-for-finance.yaml, synthesis-for-research.yaml) drive other generators.
Periodic scheduled scan checking deal-card freshness across portfolio.
Surface drafts >24h old as T1 reminders.
Platform & integrations 15 tools
Multi-tenant isolation, RLS, audit log, SSO, prompt router, custom personas, API surface, webhooks, automation rules.
Row-level security at the database. Architectural day-one choice.
Always-on audit log on every action. Configurable retention.
Enterprise SSO with provisioning.
Per-customer JSONB blob defines domains, tools, persona, slash commands, reasoning tier.
Per-tenant persona definitions. Shipped two completely different verticals on the same engine.
Intent classification + per-domain tool scoping + reasoning tier per slash command.
IMAP/SMTP, Google Workspace push.
Recursive folder watch with auto-classification.
CalDAV, Google Calendar. Powers pre-call brief auto-routing.
Twilio voice + transcription. Local-presence routing supported.
Event-driven outbound webhooks for custom integrations.
Full REST API for programmatic access. Documentation under NDA.
Trigger-based automation between Fulcrum and other tools.
Fire actions based on deal-card state or signals.
Multi-step workflows configured per tenant. Reusable across deals.
What's not on this list
Alfred is an agent, not a fixed toolset.
The inventory above is what we've shipped, named, and proven. New capabilities are a configuration conversation, not a roadmap ticket.
We've shipped two completely different verticals on the same engine, with completely different tool surfaces, personas, and slash-command vocabularies. If you have a workflow that's not listed here, ask.
Configurable. Not constrained.