Diligence OS

For family offices and private-market allocators

The diligence infrastructure for private capital.

We compress a six-week diligence into a long weekend, on a closed system. A versioned workflow reads the whole data room and returns a citation-anchored memorandum — the same artefact, the same way, every time. Access begins with an introduction.

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Read a sample memorandum ↓
Illustrative — synthetic data.Cypress Capital Partners V is fictional
Memorandum · CYP-Vmanager_dd · v1.4.0

Animated demonstration of a sample engagement: four synthetic documents are admitted and fingerprinted; the manager-diligence workflow reads the data room and pins source spans; a fabricated flat-fee claim is refused as uncited; the memorandum asserts the grounded fee claim with citations resolving to the verbatim LPA section 7.1 span; a reviewer locks the WATCH recommendation. All content is synthetic — Cypress Capital Partners V is fictional.

01

The practice, automated.

The common alternative is to hand a stack of documents to a model and wait for the principal to ask the right question. We run a versioned workflow instead — drawn from years of buy-side diligence — that produces the same artefacts the same way every time. The intelligence is the workflow and the evaluation harness; the model is interchangeable.

INTAKESTRUCTUREEVIDENCERISKDRAFTREVIEW
Manager diligence · intake to review

02

Closed by construction.

Each House — your firm, on this system — runs in a dedicated single-tenant environment. Your documents, prompts, and outputs never leave it. Inference runs under enterprise zero-retention contracts, and nothing you submit is ever used to train a model.

Chamber · single-tenant

Documents → chamber → memorandum · audit beneath

Schematic · v 2026
InferenceAnthropic · ZDR
KeysPer-House DEK
AuditAppend-only · 7Y
ResidencyUS · UK · EU default
Single-tenant flow · zero-retention inference · append-only audit
Closed by construction

03

Memoranda, not chat.

The artefact is a structured memorandum, not a transcript. Every claim resolves to a source span, and a claim that cannot be cited is refused rather than asserted. It is a document your committee, your lawyers, and your auditors can sign.

A redacted, synthetic manager-diligence memorandum. Hover or pin any claim to read the verbatim span it rests on — and watch the system withhold a claim the documents do not support, rather than guess.

Illustrative — synthetic data.Cypress Capital Partners V · manager_dd

Manager DD · cypress-

Cypress Capital Partners V, L.P. — manager diligence on a $1.2bn North American buyout fundraise. targeting Aggregate Capital Commitments of one billion two hundred million United States dollars (USD 1,200,000,000), with a hard cap of one billion four hundred million United States dollars (USD 1,400,000,000)

Generated May 1, 2026 · manager_dd@1.4.0 · synthesise@1.2.5

Recommendation

Watch

The dataroom carries layered diligence inconsistencies — an incomplete fee disclosure and an impossible audit-report date among them — that cannot be reconciled from the materials as presented. We recommend a label of watch pending reconciliation with the General Partner. An annual management fee of 1.5% of Aggregate Capital Commitments. which is dated 30 December 2025

  • Obtain the full management-fee schedule — the LPA §7.1 step-down and the Anchor Side Letter terms — rather than relying on the PPM headline. (i) during the Commitment Period, one and one-half per cent (1.50%) per annum of Aggregate Capital Commitments; and

Executive summary

Cypress Capital Partners V is targeting $1.2bn of commitments, with a $1.4bn hard cap, for control-oriented buyouts of mid-market North American companies. targeting Aggregate Capital Commitments of one billion two hundred million United States dollars (USD 1,200,000,000), with a hard cap of one billion four hundred million United States dollars (USD 1,400,000,000)

Fees

The PPM Executive Summary describes the management fee as a flat 1.5% of Aggregate Capital Commitments, omitting the LPA §7.1 step-down to 1.25% of Net Invested Capital after the Commitment Period. An annual management fee of 1.5% of Aggregate Capital Commitments. (i) during the Commitment Period, one and one-half per cent (1.50%) per annum of Aggregate Capital Commitments; and

Audit — report date

The FY2025 audited financials and the accompanying Marston Hale LLP auditor's report both carry a report date of 30 December 2025 — one day before the 31 December 2025 period-end the opinion covers. The same date recurs in five places across the two documents. which is dated 30 December 2025 30 December 2025.

Questions for the IC

  1. Confirm the auditor's report date: the report opines on the year ended 31 December 2025 yet is dated 30 December 2025. Is this a coordinated error or a re-dated opinion? which is dated 30 December 2025 30 December 2025.

Cypress Capital Partners V is a fictional manager. Nothing here derives from a real engagement.

The artefact continues — scroll within the frame, or read it in place on how it works.

04

Eight workflows, calibrated by sector.

Manager diligence, direct-investment IDD, operational due diligence, co-investment, secondaries, governance, tax briefs, and risk analysis. Two sector fixtures — energy and data centres, and private credit — run on the engine today; three more are in development.

Read the eight workflows →Sector fixtures →

05

Published pricing.

Plans from $15,000 a month, published in full — principals, engagement volume, support, and deployment stated on the page. The numbers on the pricing page are the numbers on the billing page. Enterprise terms are negotiated with a partner.

See the plans →

06

Reviewed access.

We onboard fewer than forty Houses a year, and every engagement begins with an introduction a partner reads. There is no public sign-up. Each engagement is staffed by people who have done the work.

Request an introduction →