Automate deal intake and screening for private equity teams.
1:28Automate deal intake and screening for private equity teams.
The PE Deal Intake Agent ingests deal materials from any source, extracts key information, analyzes risks and returns, and assesses fit with your investment thesis — so your team can focus on the right opportunities, faster.
Who and where
Same five lines on every Areev listing
The PE Deal Intake Agent automatically ingests deal materials from emails, data rooms, and other sources, extracts and structures key information, analyzes risks and returns, and assesses fit with your investment thesis. It delivers a clear, consistent deal screen so your team can prioritize the right opportunities and move faster.
Nothing commits without you
CRM writes, file writes and outbound email are prepared automatically — then wait for a named approver.
Structured deal screen
Convert unstructured materials into a comparable summary
Key risks identified
Surface financial, legal, commercial and ESG risks early
Extracted financials
Pull and normalize key data from CIMs and models
Investment-thesis fit
Score alignment with your firm's criteria
CRM record proposed
Ready for a named human to approve and commit
Ingest
Collect deal materials from email, data rooms and other sources
Extract & analyze
Use AI to extract key information, analyze risks and returns
Assess fit
Compare against your investment thesis and scoring criteria
Deliver
Generate a structured deal screen and recommendation
What you're buying
Counts as done when
The deal is logged, the financials are extracted, and a named approver commits the CRM record.
Not charged when
No usable financial set can be extracted, the deal is a duplicate, or you reject the screen within 7 days.
If it's wrong
Rework at no charge, or the USD 25 reversed. Tell us within 7 days of the outcome.
Approved by
A named person in your firm, on every CRM write, file save and outbound email. The agent never approves its own work.
Override rate — not yet measured
Measured on
Not yet measured — 41 verified outcomes on release 2.3.
Areev-verified performance appears once a release passes 200 verified outcomes.
What it can do to your systems
Can touch
Reversible until
30 days after the write, from its before-image, in one click.
Cannot be undone — an email once sent.
Will not
Make an investment judgement, contact a counterparty on its own, or sign anything.
Your material
Never used to train a model, by Areev or by any model provider. Deleted on request, including caches and logs.
Named in your banker NDA as a permitted recipient — entity on the compliance pack.
When it's unsure
It stops and routes the deal to your named deal-team lead rather than filling a gap with a guess. A screen with no usable financial set is never billed.
Abstention rate — not yet measured
SOC 2 Type II with report period, ISO 27001, ISO 42001, the DPA, the sub-processor and model list with 30 days' change notice, the BAA, and the data-residency statement. Everything your risk assessment needs, in one file.
What you get, beyond the outcome itself.
Every figure linked to its page
The one-pager cites the CIM page each number came from, so an associate checking the screen goes straight to the source rather than re-reading 61 pages.
Entity resolution
Resolves a codename to the real company before it writes, so the CRM record and the deal folder carry the actual entity, not 'Project Gamble'.
Proposed, never committed
Every CRM write, file save and outbound email is prepared and shown as a diff, then waits at the gate for a named partner.
Flagged, not resolved
Things the agent will not decide — a stale CIM vintage, a margin that reads low against the comp set — are surfaced for a human instead of smoothed over.
Runs in your tenant
The mailbox, the data room and the CRM stay where they are. No third-party product holds keys to your systems.
NDA-safe by construction
Areev Inc. is the entity you name in the banker's NDA as a permitted recipient. Nothing is used to train a model and material is deleted on request.
Email & file intake
(Attachments, shared drives)
Data room
(Leading data room providers)
Financial analysis
(Extract and analyze model data)
Web research
(Market, competitor, industry)
CRM
(Sync for deal flow and tracking)
Custom sources
(Internal data and templates)
Works with the tools you already use.
Areev Cloud US
Fully managed, secure and scalable
Customer Cloud VPC
Deploy in your cloud (AWS, Azure, GCP)
On-premise
Deploy within your infrastructure
Transparent and simple.
USD 7,500
One-time implementation
Setup, configuration and training
From
USD 1,200
Monthly platform fee
Based on selected plan
USD 25
Outcome fee
Per processed deal
41
of 200 verified outcomes on release 2.3
Until a release passes 200, Areev publishes no accuracy figure for it. No star ratings, no testimonials — the number comes from the ledger or it does not appear.
What will be published
Every figure is exportable, so you can reconcile it against your own CRM rather than take a dashboard on trust.
The answers are the contract's, not marketing's.
When it is logged, the financials are extracted, and a named approver commits the CRM record. A screen sitting at the gate is not billable, and neither is one you reject inside 7 days.
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