Accelerate your financial services due diligence
Process complex data rooms and generate rigorous IC memos in hours instead of days.


Challenges and Solutions
We Know What Keeps You Up at Night
Accelerate your IC memo preparation
Your team likely spends days iterating on memos, with multiple review cycles slowing down your ability to move quickly on competitive assets in the financial sector.
How Brightwave Helps:
Generate IC-ready drafts in hours from 2000+ page data rooms. Brightwave Private Markets cuts drafting time so your team focuses on judgment, not synthesis.
Scale your buy-and-build screening
Executing an aggressive rollup strategy requires analyzing high volumes of CIMs, creating a bottleneck that limits the number of add-ons you can evaluate effectively.
How Brightwave Helps:
Analyze 25x more documents without increasing headcount. Process dozens of add-on opportunities simultaneously to maximize your platform creation strategy.
Unify your complex diligence streams
Synthesizing disconnected financial, legal, and operational reports into a cohesive thesis is manual and prone to error, especially in regulated environments.
How Brightwave Helps:
Instantly synthesize insights across financial models and legal documents. We provide sentence-level citations linking every claim back to the source for absolute confidence.
Eliminate last-minute deal risks
Finding critical operational or compliance issues days before an IC meeting forces rapid, stressful restructuring of your investment thesis.
How Brightwave Helps:
Upload documents and receive comprehensive risk analysis immediately. Spot red flags in minutes, ensuring your memos are robust long before the deadline.
Case Studies
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
CIM Analysis
Associates, Analysts
See Impact
How Brightwave Helps:
- Extract key metrics, risks, growth drivers from 100+ page documents
- Compare multiple CIMs side-by-side
- Flag inconsistencies or missing information
Current Process
with Brightwave
4-8 hours per CIM
30 Minutes
Market Research
Associates, Senior Associates
See Impact
How Brightwave Helps:
- Compile industry reports and trends
- Analyze competitor positioning
- Summarize regulatory landscape
Current Process
with Brightwave
Days
Hours
Management Presentation Prep
Associates, VPs
See Impact
How Brightwave Helps:
- Draft questions for management based on CIM review
- Prepare briefing materials for site visits
Current Process
with Brightwave
4-6 hours
1-2 hours
02
Phase duration:
Weeks 7-14
Due Diligence
Data Room Review
Associates, Analysts
See Impact
How Brightwave Helps:
- Scan thousands of documents for specific issues (change of control clauses, customer concentration, related party transactions)
- Summarize key contracts
- Identify missing documents
Current Process
with Brightwave
Weeks of associate/junior work
Customer/Vendor Contract Analysis
Associates, Legal Team
See Impact
How Brightwave Helps:
- Extract key terms (pricing, duration, termination rights, exclusivity)
- Identify problematic clauses
- Summarize revenue concentration
Current Process
with Brightwave
Week+
1 day
Reference Call Summaries
Associates, Senior Associates
See Impact
How Brightwave Helps:
- Transcribe and analyze customer/vendor interviews
- Extract key themes and concerns
Current Process
with Brightwave
1 hour per call
15 minutes
DD Report Synthesis
VPs, Senior Associates
See Impact
How Brightwave Helps:
- Consolidate findings across financial, legal, commercial, operational reports
- Extract key risks and red flags
- Create executive summaries
Current Process
with Brightwave
2-3 days
2-3 hours
03
Phase duration:
Weeks 10-16
Financing & Documentation
Lender Presentation Materials
Associates, VPs
See Impact
How Brightwave Helps:
- Draft initial versions of bank meeting decks
- Summarize company story for debt investors
Current Process
with Brightwave
2-3 days
1 day
IC Memo Drafting
VPs, Principal
See Impact
How Brightwave Helps:
- Compile industry reports and trends
- Analyze competitor positioning
- Summarize regulatory landscape
Current Process
with Brightwave
3-5 days
1 day (draft in hours, refinement takes rest)
Legal Document Review
VPs, Legal Team
See Impact
How Brightwave Helps:
- Review purchase agreements for market vs. non-market terms
- Compare terms across deals
- Flag unusual provisions
Current Process
with Brightwave
Days
Hours
04
Phase duration:
Days 1-100
Post-Closing
Post-Closing Integration Planning
Operating Partners, VP
See Impact
How Brightwave Helps:
- Draft 100-day plan templates
- Create reporting package formats
Current Process
with Brightwave
Days
Hours for first draft
05
Phase duration:
Years 1-5
Ongoing Ownership
Board Materials Review
Partners, Portfolio Item
See Impact
How Brightwave Helps:
- Summarize lengthy board packages
- Track action items across meetings
Current Process
with Brightwave
2-3 hours per package
30 minutes
Let's build your competitive advantage.











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