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InvestmentLiveConfidential

Deal VDR Summary Bot

Strict file allowlist; no external egress. Exports to diligence workbook.

Overview

Summarize VDR folders into diligence chapter stubs with open questions.

Tags

VDRdiligence

Data sources

No data sources documented.

Changelog

No changelog entries yet.

Related apps

GP Diligence Scorecard
Structured scoring for GP track record, team stability, and portfolio construction.
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Term Sheet Parser
Extract economics, governance, and liquidity terms into structured JSON.
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Secondary NAV Modeler
Scenario NAV bridges, stale pricing flags, and staple considerations for LP stakes.
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Portfolio Company KPI Hub
Normalize KPI submissions and surface outliers for value creation reviews.
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Secondary Bid Evaluation
Score bids across price, seller quality, and portfolio overlap.
Investment

Ownership & support

Owner

SO

Sam Ortiz

sortiz@firm.com

Category: Chatbot
Last updated: April 29, 2026
Usage (mock): 445
Support: investment-tech@firm.com

Built with

CursorClaude

InvestmentLiveConfidential

Deal VDR Summary Bot

Strict file allowlist; no external egress. Exports to diligence workbook.

Overview

Summarize VDR folders into diligence chapter stubs with open questions.

Tags

VDRdiligence

Data sources

No data sources documented.

Changelog

No changelog entries yet.

Related apps

GP Diligence Scorecard
Structured scoring for GP track record, team stability, and portfolio construction.
Investment
Term Sheet Parser
Extract economics, governance, and liquidity terms into structured JSON.
Investment
Secondary NAV Modeler
Scenario NAV bridges, stale pricing flags, and staple considerations for LP stakes.
Investment
Portfolio Company KPI Hub
Normalize KPI submissions and surface outliers for value creation reviews.
Investment
Secondary Bid Evaluation
Score bids across price, seller quality, and portfolio overlap.
Investment

Ownership & support

Owner

SO

Sam Ortiz

sortiz@firm.com

Category: Chatbot
Last updated: April 29, 2026
Usage (mock): 445
Support: investment-tech@firm.com

Built with

CursorClaude