Accelerate your investment memo workflows

Transform 2000+ page data rooms into IC-ready investment memos in hours, not days.

Trusted by top private markets investors like Vista, Thoma Bravo, Francisco and others.

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Featured in renowned publications and trusted by industry leaders.
Challenges and Solutions

We Know What Keeps You Up at Night

Scaling your buy-and-build throughput
Executing a high-velocity add-on strategy requires screening hundreds of CIMs annually, often creating a bottleneck that forces your team to pass on potential opportunities due to bandwidth constraints. You need to evaluate synergy potential across fragmented markets without burning out your associates.
How Brightwave Helps:

Brightwave acts as an on-demand multiplier for your investment team, processing 15 data rooms in the time it takes to review one. Allow your professionals to screen every potential add-on target instantly to support your platform expansion strategies.

Synthesizing complex technical diligence
Merging financial, commercial, and technical due diligence into a cohesive IC memo is a manual, error-prone process that often consumes 5-7 days per deal. Fragmented data sources make it difficult to build a unified narrative around operational value creation before the deadline.
How Brightwave Helps:

Upload your entire data room—from financial models to technical reports—and generate comprehensive investment memos in hours. Brightwave synthesizes cross-functional insights automatically, freeing your team to focus on the transformation plan rather than document assembly.

Eliminating last-minute IC restructuring
Late-discovered findings in the data room often force rapid, high-stress restructuring of your investment committee materials hours before the meeting. This manual rework increases the risk of inconsistencies and diverts focus from the core investment thesis.
How Brightwave Helps:

When new documents hit the data room, Brightwave instantly integrates the new data into your existing analysis. Your memos are updated dynamically with granular citations, ensuring your IC presentation reflects the latest reality without the manual scramble.

Deepening your operational conviction
In a competitive software market, surface-level analysis isn't enough; you need to validate operational upside quickly to compete with larger funds. Manually cross-referencing thousands of pages to verify assumptions is slow and often results in missed red flags.
How Brightwave Helps:

Every insight generated is linked directly to the source document with sentence-level citations. Your team can audit assumptions instantly, ensuring that your operational value creation thesis is grounded in verifiable data from the very first review cycle.

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 Vista, Thoma Bravo, Francisco?

Let's build your competitive advantage.

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