Documentation
Comprehensive guides to help you set up, configure, and get the most out of PE OS for your firm.
Quick Start Guide
Create Your Account
Visit the sign up page and enter your email, full name, and firm name. You'll receive a verification email to confirm your account.
Once verified, log in and you'll be taken to your dashboard. New accounts default to the Member role; your workspace admin can elevate your role from Settings if you need to invite admins or view audit logs.
Import Your First Deal
Open the Deal Intake page (visit /deal-intake or trigger the global ingest action from the command palette). Upload a CIM, teaser, or any deal document (PDF, Word, Excel).
Our AI extracts key data — company name, financials, industry — in seconds. Review the extraction preview with confidence scores before saving.
Invite Your Team
Go to Settings and invite colleagues via email. Assign roles: Admin (full control), Member (standard access), or Viewer (read-only).
Invitees receive an email link to join your workspace. All team members share the same deal pipeline and data room.
Feature Guides
upload_fileDeal Ingestion
Upload documents, paste text, scrape URLs, or forward emails to create deals
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Deal Ingestion
Upload documents, paste text, scrape URLs, or forward emails to create deals
File Upload
Upload PDF, Word (.docx, .doc), Excel (.xlsx, .xls), or plain text files to auto-create a deal. The system detects file type and routes it to the appropriate parser. Additional formats — CSV, images, and .eml/.msg emails — are accepted when uploading documents to an existing deal.
Bulk Excel/CSV Import
Excel or CSV files containing multiple deals can be imported in bulk via the deal-import flow (up to 500 deals per file) with AI-assisted column mapping and duplicate detection.
Text Paste
Paste deal content directly — from emails, Slack messages, WhatsApp forwards, or meeting notes. Minimum 50 characters required. Select the source type for better AI extraction context.
URL Research
Enter a company website URL and PE OS scrapes the homepage plus common subpages (About, Company, Team, Leadership, Products, Services) — up to 10 paths in parallel — to build a comprehensive company profile. Optionally preview the extraction before creating a deal.
Email Forwarding
Upload .eml email files exported from Gmail or Outlook. PE OS extracts deal data from the email body and automatically processes any PDF attachments.
Confidence Scores
Every extracted field gets a confidence score (0–100%). Fields below 70% are automatically flagged for manual review. Color-coded bars show extraction quality at a glance: green (≥80%), yellow (60–79%), red (<60%).
handshakeDeal Management
Track deals through your pipeline from initial review to close
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Deal Management
Track deals through your pipeline from initial review to close
Deal Pipeline
View all deals in your CRM with filtering by stage (Initial Review, Due Diligence, IOI Submitted, LOI Submitted, Negotiation, Closing, Passed, Closed Won, Closed Lost), status (Active, Passed, On Hold, Pending Review), and industry. Sort by date, name, or deal size.
Deal Details
Each deal page shows company info, financials, AI-extracted data, activity timeline, attached documents, team members, and investment memos. Edit any field directly on the deal page.
Deal Team
Assign team members to specific deals as Lead, Member, or Viewer. Lead also updates the deal's lead-partner field for visibility. Edit and delete permissions are governed by workspace roles (Admin / Member / Viewer), not by the per-deal team-member label. Track who's working on what.
Activity Feed
Every key action on a deal is logged — document uploads, stage changes, status updates, notes added, meetings scheduled, calls logged, and emails sent. The timeline gives a clear audit trail of deal progress.
psychologyAI Features
AI-powered extraction, chat, memo generation, and multi-document analysis
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AI Features
AI-powered extraction, chat, memo generation, and multi-document analysis
AI Data Extraction
Powered by Claude Sonnet 4.5 with GPT-4.1 fallback, the system extracts company name, industry, revenue, EBITDA, EBITDA margin, revenue growth, employee count, headquarters, founded year, deal size, key risks, and investment highlights from any document. Financial values are sanity-checked for accounting consistency and obvious extraction errors (e.g., EBITDA exceeding revenue, implausible revenue-per-employee ratios).
Chat with Deals
Ask natural-language questions about any deal. The AI uses RAG (Retrieval-Augmented Generation) — vector search over embedded document chunks — to find relevant passages and quote them in its answers. Example: "What's the revenue growth trend?" or "Summarize the management team."
Investment Memo Builder
Generate professional IC memos with AI-assisted sections. The standard preset includes Executive Summary, Company Overview, Financial Performance, Market Dynamics, Risk Assessment, and Deal Structure. The Comprehensive preset adds Quality of Earnings, Competitive Landscape, Value Creation Plan, and Exit Analysis. Edit and customize each section freely.
Multi-Document Analysis
When a deal has 2+ documents, PE OS automatically cross-references them to detect conflicts (e.g., different revenue figures in CIM vs teaser), fill data gaps, and synthesize insights across all sources.
folder_openVirtual Data Room
Organize, share, and track deal documents securely
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Virtual Data Room
Organize, share, and track deal documents securely
Document Organization
Create folders and subfolders to organize deal documents. Documents are classified into one of: CIM, Teaser, Financials, Legal, NDA, LOI, Email, PDF, Excel, Doc, or Other. Type is auto-detected from the filename and can be overridden at upload.
File Management
Upload, download, preview, and delete documents. Supported formats include PDF, Word, Excel, PowerPoint, and images. Maximum file size: 50MB per file.
Folder Insights
AI-generated insights for each folder summarize key points across all documents within. Get an instant overview of what's in each section of your data room.
groupTeam & Permissions
Manage users, roles, and access control for your workspace
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Team & Permissions
Manage users, roles, and access control for your workspace
Workspace Roles
Admin — full access: manage users, invite admins, view audit logs, plus all standard operations. Member — most operations: create / edit / delete deals, upload documents, use AI features, export data, invite Members and Viewers. Viewer — read-only access to deals and documents.
Invitations
Anyone in the workspace can invite Members or Viewers; only Admins can invite Admins. Invitations expire after 7 days and can be revoked. Invited users join the same workspace and firm with the assigned role.
Display Titles
Set a freeform display title (e.g. Managing Director, Vice President, Associate, Analyst) on your profile, independent of your system role. Titles are visible to teammates but don't affect permissions.
shieldSecurity & Compliance
Encryption, audit trails, and data protection for regulated PE firms
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Security & Compliance
Encryption, audit trails, and data protection for regulated PE firms
Data Encryption
All data in transit is protected by TLS 1.2+ (TLS 1.3 negotiated where supported). Data at rest is stored in Supabase Postgres with provider-managed encryption.
Append-Only Audit Trail
Every action is logged — deal creation, edits, document uploads, AI extractions, exports, logins. Audit logs are append-only via row-level security (no UPDATE or DELETE policies) and retained for 2 years for compliance.
Data Export
Export your deal data in CSV or JSON format at any time. Every export is audit-logged. Your data is yours — full portability guaranteed.
Can't find what you're looking for?
Check our Help Center for FAQs or reach out to our support team.