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. The account creator is automatically assigned the Admin role.
Import Your First Deal
Navigate to Deal Intake from the sidebar. 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
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Deal 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), Excel (.xlsx, .csv), or plain text files. The system automatically detects the file type and routes it to the appropriate parser. Excel files with multiple deals are processed as bulk imports.
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 multiple pages (About, Team, Products, Services) 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 60% are automatically flagged for manual review. Color-coded bars show extraction quality at a glance: green (>80%), yellow (60-80%), red (<60%).
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Deal 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, LOI, Closing, Closed, Passed), status (Active, On Hold, Dead), 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 with access levels: View (read-only), Edit (modify deal data), or Admin (full control including delete). Track who's working on what.
Activity Feed
Every action on a deal is logged — document uploads, stage changes, AI extractions, memo creation, team changes. The timeline gives a complete audit trail of deal progress.
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AI 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 GPT-4, the system extracts company name, industry, revenue, EBITDA, margins, employee count, headquarters, and more from any document. Financial data is validated against PE industry norms to catch extraction errors.
Chat with Deals
Ask natural language questions about any deal. The AI uses RAG (Retrieval-Augmented Generation) to search across all documents for the deal and provide sourced answers. Example: "What's the revenue growth trend?" or "Summarize the management team."
Investment Memo Builder
Generate professional investment memos with AI-assisted sections: Executive Summary, Company Overview, Market Analysis, Financial Analysis, Investment Thesis, Risks, and Recommendation. Edit and customize each section.
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.
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Virtual 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. Supported types: CIM, Teaser, Financial Model, NDA, LOI, Due Diligence reports, and custom document types.
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.
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Team & 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 team, delete deals, view audit logs, export data. Member — standard access: create/edit deals, upload documents, use AI features. Viewer — read-only access to deals and documents.
Invitations
Admins can invite new team members via email. Invitations expire after 7 days and can be revoked. Invited users join the same workspace and firm with the assigned role.
Display Titles
Set custom display titles (Managing Director, Vice President, Associate, Analyst) independently of system roles. Titles are visible to teammates but don't affect permissions.
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Security & 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
AES-256-GCM encryption at rest for sensitive deal fields. TLS 1.3 for all data in transit. Encryption keys are managed server-side and never exposed to clients.
Immutable Audit Trail
Every action is logged — deal creation, edits, document uploads, AI extractions, exports, logins. Audit logs are INSERT-ONLY (cannot be modified or deleted) for SEC/regulatory 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.