More deals.Same team. Same standard.
More capacity for lean investment teams to evaluate opportunities, without adding headcount.
Vurdera is an investment workspace for lean teams. It turns a deal folder into an IC memo in your firm’s format, links each claim to its source and flags what is missing. Reviewers get their own seat to check the evidence and directly query the underlying deal documents.
The result is less time spent preparing each deal and more capacity for your team to evaluate opportunities.
Manual deal preparation limits how many opportunities a team can evaluate.
Every opportunity requires the same basic work: reading the materials, extracting the relevant information, preparing the investment case, checking the sources and identifying what is still missing. That work takes time whether or not the deal ultimately moves forward.
20–40
analyst hours to prepare one IC memo
~6
committee hours reviewing a memo without direct access to the source documents
1–2 days
for the deal team to answer a single committee question
Give your investment team more capacity.
Vurdera takes on the document work in every deal: reading the materials, extracting the relevant information, drafting the IC memo in your format, linking each claim to its source and flagging what is missing. Your team reviews the draft, forms the view and takes it to committee.
| Stage | Today | With Vurdera |
|---|---|---|
| Working through the data room | Analysts read and extract from each document by hand. | Vurdera works through the documents and extracts the relevant information. |
| First draft of the IC memo | Several days of analyst time. | A draft in your house format, ready for review. |
| Checking sources | Done manually, claim by claim. | Each claim links to its source document and page. |
| Red flags and missing information | Often found late in diligence. | Listed in the first draft. |
| Committee questions | Routed back through the deal team, often taking a day or two. | Answered from the source documents, with the source shown. |
| Record of the decision | The final memo. | A record of what was claimed, what supported it and what was flagged. |
| Analyst time | Mostly document work. | More time for judgment, sourcing and new opportunities. |
More time for sourcing
Analysts can spend more time on founder and management relationships, sector research and building deal flow.
Earlier decisions on poor fits
Red flags and missing information appear in the first draft, so the team can stop pursuing a poor fit before committing to adviser and legal costs.
More opportunities assessed properly
The team can review more of the opportunities it sees, instead of passing on deals it did not have time to look at.
Reviewers directly query the underlying deal.
Every claim in the memo links back to its source document and page. Reviewers work through the deal and raise their questions before the meeting, so the committee arrives already understanding the deal and the meeting is spent on the decision.
Questions answered from the deal documents
A reviewer reading the memo can ask about the price, or what happens to the multiple if the EBITDA adjustments do not hold up in the quality of earnings review. Where the documents answer it, the answer comes back with the page it is based on.
Open questions go to the deal team
Where the documents cannot answer, the question goes to the deal team. Their answer comes back with its supporting evidence and is added to the memo as a cited source. Anything still open goes on the diligence list for the seller.
One record of every question and answer
Today these exchanges run through email and spreadsheets, and a month later nobody can find the answer. Vurdera keeps the questions, answers and evidence in one record, generated from the memo, so it shows exactly what was in front of the committee when the decision was made.
Turn scattered data rooms into a structured investment case.
Vurdera works alongside the investment process you already run. At onboarding we set Vurdera up around your memo template and the questions your committee always asks.
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01
Add the deal materials
CIMs, financial models, management presentations, diligence reports and contracts, in PDF, Word, PowerPoint or Excel. A pre-flight check shows what can be read before anything runs.
-
02
Vurdera prepares the IC memo
In your firm’s template, with each factual claim linked to its source document and page, and missing information listed rather than assumed.
-
03
Your team reviews it
The deal team checks the sources, adds its own analysis and judgment, and edits the memo before it goes to committee.
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04
Reviewers check the evidence
Reviewers can open the source behind any claim, ask questions of the deal documents and send questions to the deal team.
Every claim connected to its source.
The main risk in using AI for investment work is unsupported or false information. Vurdera is built so that every statement in the memo can be checked against the documents.
Page-level sourcing
Each factual claim links to the document and page it came from, and is checked against the text of that page.
Missing information is stated
Where the documents do not answer a question, the memo says so rather than filling the gap with an assumption.
A record of the decision
The audit trail shows what was claimed, what supported it and what was flagged. It is generated from the memo, so the two always agree.
The judgment stays with your team
Vurdera identifies evidence, gaps and open questions. It does not make investment recommendations.
What happens to your documents and data.
Documents are processed, then discarded
You select documents on your own machine. They are sent over an encrypted connection, processed for that request and discarded once it completes. Vurdera keeps no document repository, file store or vector database.
Not used to train AI models
Analysis runs on Anthropic’s commercial API, where customer inputs and outputs are not used to train Anthropic’s models. Vurdera does not train models of its own.
The memo stays on your machine
The finished memo and its citations are stored locally on your own device. Vurdera does not hold a copy.
The reviewer view is read-only
Reviewers can read the memo, open its sources and ask questions, but cannot edit, regenerate or export it. The audit trail is generated from the memo, so the two always agree.
Full detail is in our Privacy Policy.
Plans and Pricing
Priced by the number of deal team users. Reviewer seats are unlimited on every plan.
Solo
Independent sponsors and single-principal offices.
$1,500/ month
- 1 deal team user
- House template built at onboarding
- Email support
Team
Family offices and lean funds.
$3,000/ month
- Up to 3 deal team users
- Template revisions as your format changes
- Live support, same business day
- Onboarding in person in DIFC or ADGM
Firm
Active private equity, credit and venture teams.
$6,000/ month
- Up to 10 deal team users
- Priority support, direct line to the founder
- Team onboarding and a quarterly workflow review
Enterprise
Larger and multi-strategy teams.
Custom
- 10+ deal team users
- Templates for each strategy
- Security review support
- Custom terms and procurement
Every plan includes unlimited reviewer seats, cited claims, missing-information flags and Word export. No per-document or token fees. Extra deal team users $500 a month on Solo and Team; annual billing for the price of ten months.
Run a Deal.
A working week on two or three deals, with Vurdera set up around your process. It starts with a 30-minute call.
Prefer email? Write to sales@vurdera.com.
Built by investment professionals. Based in the UAE. In DIFC or ADGM, we’ll come to you.
See a sample memo first.
We’ll email you a sample IC memo Vurdera drafted from a fictional deal’s data room, with every claim cited to its source.