Built for Private Equity

Senior analyst-quality deal work
in minutes.

AI-powered workflows built specifically for lower middle-market private equity — by practitioners who do this work every day.

Limited early access. No spam. Cancel anytime.

Deal analysis shouldn't take days.

LMM PE teams are lean. Every hour spent on preliminary analysis is an hour not spent sourcing the next deal.

CIM review takes hours

Reading, synthesizing, and modeling a CIM manually is a half-day task — before you even know if it's worth pursuing.

💸

Generic AI doesn't know PE

Off-the-shelf AI tools weren't built for deal work. You spend more time fixing outputs than you saved generating them.

🔍

Add-on research is manual

Identifying and profiling acquisition candidates for portfolio companies requires real work that gets deprioritized.

📄

Legal review is expensive

First-pass document review eats legal budget before you know whether the deal will close.

Workflows built for the way deals actually get done.

Purpose-built AI workflows for every stage of the LMM deal process — from first look to close.

Sourcing & Diligence

CIM Analysis

Upload a CIM. Get a complete first-pass analysis back in minutes.

  • Financial model with key metrics and adjustments
  • Deal memo with company overview
  • Market and competitive landscape analysis
  • Initial risk flags and follow-up questions
Portfolio

Add-On Research

Identify and profile acquisition candidates for your existing portfolio companies.

  • Targeted candidate lists by sector and geography
  • Company profiles and revenue estimates
  • Strategic fit scoring against your criteria
Legal & Compliance

Legal Document Review

First-pass review of NDAs, LOIs, and purchase agreements.

  • Key term summary and redline flags
  • Non-standard provisions highlighted
  • Negotiation point prioritization

Up and running in under 10 minutes.

No new software to learn. Works inside the tools you already use.

1

Get your workflow

Receive your configured AnalystForge workflow, ready to deploy in your existing Claude account.

2

Upload your document

Drop in a CIM, legal doc, or any deal document. The workflow reads it and asks a few focused questions.

3

Get your analysis

Receive a structured, deal-ready output — financial model, memo, or research — in minutes, not hours.

Built by a PE practitioner.
Not a software company.

AnalystForge was built by active LMM private equity investors who use these workflows on real deals. Every output is calibrated for how LMM deals actually work — not Fortune 500 M&A.

Designed for $2M–$15M EBITDA deals

Join the waitlist.

We're onboarding a limited number of LMM PE firms in our first cohort. Request access below and we'll be in touch shortly.

No credit card required. We'll reach out personally to schedule a demo.