An operating system for the whole investment function
A Dubai-headquartered private equity firm with roughly $4.5B under management. Origination, diligence, portfolio and LP reporting each ran on their own tools, so the analysis a deal team does by hand was done again every time it was needed. We built a single connected surface across the firm’s investment activity: twelve modules running from pipeline CRM and deal scoring through due diligence, financial DD and a knowledge bank, into NDA, CIM and IC memo generation, and out to the portfolio dashboard and LP reporting. The analysis is generated from the deal record rather than assembled beside it — deal scores carry the fit breakdown behind them instead of a black-box number, DCF and LBO models run from WACC out to IRR and MOIC, and diligence checklists, risk registers and QoE reports come off the data room. Every generated artefact lands in an audit log: who, what, when, and from which inputs. It was delivered as a working, navigable product seeded with sixteen of the firm’s own holdings and twenty-one live GCC and India pipeline deals — each with KPIs, value drivers and an exit-readiness score, across healthcare, education, F&B, consumer, mobility, logistics and e-commerce — so the team evaluated it against deals they already knew rather than a demo dataset.

