Transform your investment memo workflow

Process data rooms 25x faster and generate IC memos in hours instead of days.

Trusted by top private markets investors like Vista Equity Partners, Francisco Partners, PSG Equity and others.

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Challenges and Solutions

We Know What Keeps You Up at Night

Compressing your IC memo timeline
Your deal teams currently spend 5-7 days drafting IC memos, often getting bogged down in manual data synthesis across financial and commercial reports. This latency creates bottlenecks when rapid buy-and-build execution is required.
How Brightwave Helps:

Brightwave allows your team to generate comprehensive first drafts in hours, not days. By automating the synthesis of data rooms, your professionals can focus on operational value creation strategies rather than formatting.

Managing your CIM volume
Analyzing 50-200 CIMs annually creates a massive due diligence load, making it difficult to identify the highest-potential targets quickly. Manual review processes risk missing critical red flags or opportunities in the early stages.
How Brightwave Helps:

Transform your deal screening by processing 15 opportunities in the time it usually takes to review one. Our AI creates instant executive summaries and analysis, allowing you to prioritize the right control buyouts immediately.

Eliminating late-stage rework
Discovering critical findings late in the diligence process forces your teams into rapid, high-stress memo restructuring close to deadlines. These last-minute scrambles compromise the depth of your strategic analysis.
How Brightwave Helps:

Surface critical insights immediately upon uploading documents. Brightwave provides sentence-level citations linking every insight back to source materials, ensuring your investment committee materials are accurate and defensible from day one.

Synthesizing complex diligence
Combining financial models, legal reviews, and operational reports into a cohesive narrative is complex and prone to human error. Fragmentation across these documents creates gaps in your investment thesis.
How Brightwave Helps:

Achieve seamless synthesis across all asset classes and document types. Brightwave unifies your financial and operational data into cohesive narratives, elevating the quality of your deliverables without increasing headcount.

Case Studies

Example Category

Bridging the Gap: How Financial Firms Can Overcome Hurdles to AI Integration 2

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Example Category 2

Bridging the Gap: How Financial Firms Can Overcome Hurdles to AI Integration 3

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Example Category

Bridging the Gap: How Financial Firms Can Overcome Hurdles to AI Integration 4

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Brightwave Deal Impact

Click on any activity to see detailed time savings and how Brightwave accelerates your deal process.
Critical Impact (Significant Time Savings)
High Impact (Moderate Time Savings)
01
Phase duration:
Weeks 1-4
Sourcing & Initial Review
CRITICAL IMPACT
CIM Analysis
Associates, Analysts
HIGH IMPACT
Market Research
Associates, Senior Associates
HIGH IMPACT
Management Presentation Prep
Associates, VPs
02
Phase duration:
Weeks 7-14
Due Diligence
CRITICAL IMPACT
Data Room Review
Associates, Analysts
CRITICAL IMPACT
Customer/Vendor Contract Analysis
Associates, Legal Team
HIGH IMPACT
Reference Call Summaries
Associates, Senior Associates
HIGH IMPACT
DD Report Synthesis
VPs, Senior Associates
03
Phase duration:
Weeks 10-16
Financing & Documentation
HIGH IMPACT
Lender Presentation Materials
Associates, VPs
CRITICAL IMPACT
IC Memo Drafting
VPs, Principal
CRITICAL IMPACT
Legal Document Review
VPs, Legal Team
04
Phase duration:
Days 1-100
Post-Closing
HIGH IMPACT
Post-Closing Integration Planning
Operating Partners, VP
05
Phase duration:
Years 1-5
Ongoing Ownership
HIGH IMPACT
Board Materials Review
Partners, Portfolio Item

Brightwave ROI Calculator

See how much time and money your firm could save

What type of firm are you?

How many investment professionals on your team?

Include partners, principals, VPs, associates, and analysts

What's your annual deal activity?

What are your average labor costs?

$

Associates and analysts - typical range $150-250/hr

$

VPs and principals - typical range $300-500/hr

Ready to Beat Warburg Pincus, Leonard Green, and Hellman & Friedman

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