The platform

One record per deal. Everything defends itself.

Advisare is one connected system: sources resolve to fields, fields feed deterministic engines, and engines produce the memo. It reads top to bottom like a well-kept deal file — every claim traceable to where it came from.

Diagram: sources resolve to fields, fields resolve to outputs
Fig. 01 — One deal, one record: sources resolve to fields, fields resolve to outputs.
Contents
01Knowledge Base & Provenancep. 0102Researchp. 0203Screening & Scoringp. 0304Outputsp. 0405Workflow & Visibilityp. 0506Sourcingp. 06
01

Knowledge Base & Provenance

One permanent record per deal. Every fact is a field, and every field carries the document, page, and date it came from.

Nothing is asserted without a source. Open any number and the provenance is right there — re-verifiable on demand, not taken on trust.

Top-10 customer concentration
34% of revenue
Sources · 3
  • customer_data.xlsx · 3,140 accounts · extracted 2026-07-08
  • QoE_report.pdf, p. 22 · normalized
  • Management interview · verified 2026-07-12
02

Research

Page-by-page vision over every document — PDFs, decks, and spreadsheets read the way an analyst reads them.

Grounded web research fills the gaps around the data room, and every finding lands back in the knowledge base with its source attached.

Processing manifest
  • CIM.pdf · 84 pages · analyzed
  • QoE_report.pdf · 61 pages · analyzed
  • customer_data.xlsx · normalized
  • web research · 12 sources · verified
03

Screening & Scoring

Deals are scored against a weighted rubric that runs as code — the same inputs always produce the same score.

Knockout gates catch the deal-breakers before anything else is weighed. Every criterion, weight, and contribution is on the record.

Score breakdownWt · Contrib
  • Location & market0.25+21
  • Sponsor quality0.20+16
  • Basis vs. replacement0.20+14
  • Cashflow durability0.20+18
  • Business plan credibility0.15+13
  • Environmental gateKNOCKOUT — PASSED
Total82 / 100
Proceed

same inputs same outputs defensible at IC

04

Outputs

Every deal ends in an IC memo and a committee deck, rendered into your firm's own templates.

Give us two or three past decks; every future output matches your structure and tone, with each figure traceable to its source.

Investment Committee
Project

Harbor Point Logistics

IC MEMO · v3VERIFIED
Committee deck · 16:9
rendered into your template
05

Workflow & Visibility

Every deal moves through the same stages, and every move is a recorded event on an immutable timeline.

Partners see where the pipeline stands without asking. Nothing is edited away — the history is the audit trail.

Deal timeline
  • Screen2026-06-14 09:12
  • Diligence2026-06-28 16:40
  • IC2026-07-14 · scheduled
  • Close
immutable event · 12 recorded, append-only
06

Sourcing

Surface and prioritize opportunities before they hit the market — competitive intel, sponsor tracking, and targeted outreach.

Mandate and macro analysis surfaces the segments and white spaces that fit your thesis. Target lists are built and refined against your criteria, and outreach is tracked end to end.

Origination funnel
  • Themes4
  • Segments11
  • Candidates142
  • Shortlist18
  • Outreach9
competitive intel · sponsor activity · mandate & macro analysis

Bring a live deal.

We'll build its knowledge base — sources and all — during the meeting.

Book a demo