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For Investment Committee & CIOs

Review what the team believes about a deal, and why.

EQUIRE gives senior reviewers a source-grounded path from deal evidence to recommendation, so IC conversations focus on judgment instead of document archaeology.

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Where the workflow breaks today

  • IC memos summarize conclusions without showing the evidence path clearly enough.
  • Senior reviewers ask questions that should have been answered before the meeting.
  • Decision rationale fades after the deal is passed, repriced, approved, or closed.

How EQUIRE helps

  • Connects material memo claims to source-backed assumptions and review state.
  • Surfaces open issues, low-confidence fields, and unresolved diligence blockers.
  • Keeps IC approve, decline, and defer notes and deal outcomes as durable deal memory.

Source-backed outputs

  • Source-backed IC memo sections
  • Open issue and risk summary
  • Reviewed assumption trail
  • Decision history
Human control

EQUIRE organizes the evidence path. The committee still owns the investment decision and approval standard.

See how EQUIRE supports your next deal review.

Explore the Example Deal