DaveLead
Plans the work, hands it out and puts it together.
Assembling the screening
Agents
A team that works
like yours.
One lead, specialists, and a person who approves.
The team
One lead.
Specialists that report to it.
CompsWorker
Selects peers and pulls multiples from filings.
6 peers, 4 filings read
ValuationWorker
Builds and checks LBO, DCF and returns in Excel.
Sources and uses balance
DiligenceWorker
Reads the data room and flags what does not match.
2 documents disagree
How it works
Four things.
None of them optional.
Mirlo workspaceDD
Trading comps · EV / EBITDADone
LBO · sources and usesDone
CIM · section 4, marketReview
Quality of earnings bridgeQueued
Specialised in finance.
Agents built for the financial domain, not a generic chatbot with a prompt on top.
Which multiple did we use on the last distribution deal?
7.5x EBITDA, taken from the committee memo.Alisios IC memo · p. 12
Knows your firm.
Clients, deals, preferences and house assumptions. Remembered, and used in every piece of work.
OutlookMail and attachments
SharePointTeam libraries
OneDriveYour files
ExcelWorkbooks and screensWorks where you work.
Outlook, SharePoint, OneDrive and Excel. The output comes in your own templates.
Review queue2
Comps · MirloIn review
Teaser · HuertaApproved
Screening · HuertaIn review
You decide.
Every output goes to a review queue. Nothing leaves the firm without a person approving it.