Introducing Victor

Your AI analyst for
LMM deal screening.

Upload a CIM. Victor screens it against your criteria, extracts the financials, flags the risks the banker buried, and delivers a full IC memo — in minutes, not days.

Get Victor — $397 See how it works ↓

One-time purchase · Works inside Claude (no new software) · Built by LMM PE practitioners

🏭 Built by a Managing Partner who actively sources, screens, and closes LMM deals. Not a software company. Not an AI startup. Someone who actually sits in the buyer's chair.

The Problem

Deal analysis shouldn't take days.

LMM PE teams are lean. Every hour on a CIM that doesn't fit is an hour not spent sourcing the next one.

⏱

A first-pass CIM takes half a day

Reading, synthesizing, and modeling a CIM manually is a 4–6 hour task — before you even know if it clears your criteria.

🪤

Bankers don't flag the risks

Customer concentration buried in footnote 12. Key-person dependency framed as "long-standing relationships." It's your job to find it.

💸

Generic AI doesn't know PE

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

🚪

Your bottleneck isn't sourcing — it's screening

Deals you should have seen get passed because the team is buried in the last one. Slow screening doesn't just waste time — it costs you pipeline.

How It Works

Up and running in under 10 minutes.

No new software. Victor runs inside Claude — the same tool you may already be using.

Set up your project

Paste Victor's system prompt into a Claude Project. Upload your Firm Profile and LBO model. Takes 10 minutes, done once.

Upload the CIM

Start a new conversation in your project. Attach the CIM PDF. Victor reads it and gets to work.

Victor screens the deal

Phase 0: Victor checks the deal against your criteria in minutes. If it doesn't fit, he tells you clearly and stops. No wasted time.

Go as deep as you need

If it passes, Victor extracts financials, runs business quality analysis, competitive research, and builds a full IC memo.

Sample Output

See what Victor actually delivers.

This is a partial Phase 0 screen on a fabricated deal. Real outputs follow the same format.

✓ Victor Output — Phase 0

Piedmont Precision Components LLC

CIM uploaded · Ironwood Capital Advisors · Screened against Firm Profile

Screen Verdict — Conditional Pass

Deal passes primary criteria. One flag requires resolution before proceeding: Honeywell concentration (36% of revenue, no long-term contract). All other criteria clear. Recommend proceeding to Phase 1 with concentration risk as top diligence priority.

Criterion	Firm Target	This Deal	Status
LTM Adj. EBITDA	$2M – $8M	$4.2M	✓ Pass
Revenue	$20M – $75M	$24.8M LTM	✓ Pass
Geography	Central / Continental US	Concord, NC	✓ Pass
Sector	Manufacturing	Precision machining / A&D	✓ Pass
EBITDA Margin	≥10%	16.9%	✓ Pass
Implied Entry EV	≤6x EBITDA → ≤$25.2M	$21M – $25.2M	✓ Pass
Customer Concentration	No single customer >30%	Honeywell 36%	⚠ Flag
Management Retention	Key mgmt to remain	Founder retiring; ops mgr identified	⚠ Unclear

Fabricated deal shown for illustration. Company names and financials are fictional.

Phase 0 passes → Victor runs Phases 1–4

Piedmont Precision Components LLC · IC Memo · March 2026 Victor — AnalystForge · Confidential — Draft for Internal Use Only

Investment Highlights

Defensible niche in aerospace precision machining. Piedmont holds AS9100D and ITAR certifications that require 12–18 months and significant capital investment to replicate. New entrants face a high barrier before they can compete for the same customer contracts.

Blue-chip customer base with multi-decade relationships. Five of six customers have been active for 10+ years. Honeywell relationship predates current ownership. Collins Aerospace added a second program in 2023, suggesting deepening engagement rather than concentration risk alone.

Margin profile above sector median. LTM Adj. EBITDA margin of 16.9% compares favorably to the 12–15% range typical for comparable precision machining businesses. Margin has expanded 210bps over three years driven by operational efficiencies and favorable product mix.

Key Risks & Mitigants

Risk	Severity	Mitigant
Honeywell concentration (36% of revenue, no LTC)	High	Transition plan to require Honeywell MSA as condition to close; introduce operations manager to Honeywell procurement pre-close
Founder key-person dependency — Rick Caldwell retiring	High	Retain founder 12–18 months post-close; identify and contract ops manager as successor; earnout tied to retention milestones
Single facility, no geographic diversification	Medium	Review BCP and insurance; evaluate second-facility feasibility as Year 2–3 initiative

Fabricated deal shown for illustration. Company names and financials are fictional.

What Victor Delivers

From first look to IC memo.

Victor works in phases. You stay in control at every step.

Phase 0

Initial Screen

Criteria check vs. your Firm Profile
Immediate deal killer flags
Pass / Conditional Pass / Fail verdict
Key diligence questions to answer first

Output: Pass/Fail verdict + banker info request list

Phase 1

Financial Extraction

3-year P&L and EBITDA bridge
Add-back analysis and quality of earnings flags
LBO model population (your template)
Working capital and CapEx review

Output: Populated LBO model ready for download

Phase 2

Business Quality

Customer concentration and contract analysis
Management depth assessment
Competitive positioning
Key person and transition risk flags

Output: Structured risk register with severity ratings

Phase 3

Market & Competitive

Industry tailwinds and headwinds
Competitive landscape overview
End market diversification assessment
M&A activity and comparable transactions

Output: Competitor profiles + comparable transaction summary

Phase 4

IC Memo

Full investment committee memorandum
Risk register with mitigants
Return analysis and scenario summary
Formatted Word document output

Output: Formatted Word doc ready for partner review

What's Included

Everything you need to get started.

One download. Five files. Setup in 10 minutes.

TXT

Victor System Prompt

The instructions that power Victor. Paste once into your Claude Project and you're done.

HTM

Firm Profile Form

Fill out your criteria in a browser form. Hit Generate. Copy the output into Claude. Victor tailors every analysis to your fund.

XLS

LBO Model Template

Three-scenario LBO model. Victor populates it from the CIM — or organizes the data so you can enter it yourself.

TXT

Style Guide

Formatting instructions that give Victor's Word document output a consistent, professional look on every deal.

PDF

Setup Guide

Step-by-step instructions. Most teams are up and running in under 10 minutes.

Pricing

Simple. One-time. Yours to keep.

No subscription. No per-deal fees. Buy once, use on every deal.

Victor — Full Package

^$397

One-time purchase · Instant download

✦ Victor system prompt — full 5-phase CIM analysis workflow
✦ Firm Profile form — tailors Victor to your fund's criteria
✦ LBO model template (3-scenario, Claude-compatible)
✦ Document style guide for consistent Word output
✦ Step-by-step setup guide (10-minute setup)
✦ Works with Claude Pro ($20/month at claude.ai)
✦ No SaaS fees. No per-deal charges. No lock-in.

Get Victor →

One-time purchase. Instant download. Requires a Claude Pro subscription ($20/month at claude.ai).

FAQ

Common questions.

Do I need a Claude subscription?

Yes — Victor runs inside Claude Projects, which requires a Claude Pro subscription ($20/month at claude.ai). You pay Anthropic directly for that. Victor is a one-time purchase that sits on top of your existing Claude account.

Is my deal data secure?

Your CIMs go directly to Anthropic's Claude — the same system used by enterprises and law firms globally. AnalystForge never sees your deal data. Review Anthropic's data policies at anthropic.com for details on how they handle uploaded documents.

Does Victor replace my analyst?

No. Victor handles the first-pass work — screening, financial extraction, research, and memo drafting — so your team can focus on the judgment calls that actually require experience. Think of it as a very fast, very thorough junior analyst who never gets tired.

What if the CIM is in a non-standard format?

Victor works with any PDF CIM. He's designed to handle the variability in banker-prepared documents — different table formats, scattered financials, narrative-only sections. He'll flag anything he couldn't extract clearly so you can verify it manually.

What does it cost per deal?

Victor itself is a one-time $397 purchase — no per-deal fees. Running a full CIM analysis uses a portion of your Claude Pro usage allowance — most users can run multiple CIMs per day without hitting any limits.

Can I customize Victor for my firm's specific workflow?

Yes. The system prompt is a plain text file you own outright. You can modify Victor's workflow, add custom phases, adjust his analysis focus, or tune his output format to match how your team works. There's no lock-in — it's your file to edit however you want.

What happens if Claude updates or changes?

The system prompt is a plain text file — it's yours to keep, modify, and use however you want. It doesn't break when Claude updates; if anything, newer Claude versions tend to produce better outputs. That said, AnalystForge will issue updates to the system prompt as the product evolves, and purchasers will receive those updates at no additional cost.

Your AI analyst forLMM deal screening.