Resources & Learning Center
Everything you need to get the most out of PE OS. Guides, documentation, and best practices.
Documentation
Comprehensive guides to help you set up and configure PE OS for your firm.
Browse Docs arrow_forwardAPI Reference
Build custom integrations with our RESTful API. Full reference with examples.
View API Docs arrow_forwardHelp Center
Find answers to common questions and troubleshooting guides.
Get Help arrow_forwardGetting Started
New to PE OS? Follow these guides to get up and running quickly.
Create Your Account
Sign up and set up your firm profile with basic information.
Import Your First Deal
Upload a CIM or teaser to see AI-powered data extraction in action.
Explore AI Features
Chat with your deals, generate investment theses, and discover insights.
Invite Your Team
Add team members and set up permissions for collaboration.
Frequently Asked Questions
How does the AI deal ingestion work? expand_more
Simply upload a PDF document (CIM, teaser, or NDA) and our AI will automatically extract key information including company name, financials, deal size, industry, and more. The entire process takes just seconds.
Is my data secure? expand_more
Yes. We use AES-256 encryption for data at rest and TLS 1.3 for data in transit. We are SOC 2 Type II compliant and conduct regular security audits. Your deal data is never used to train AI models.
Can I integrate PE OS with my existing tools? expand_more
Yes! PE OS offers a comprehensive REST API and integrations with popular tools like Outlook, Gmail, and leading data providers. Enterprise plans include custom integration support.
What's included in the free trial? expand_more
The 14-day free trial includes full access to all Mid-Market tier features. No credit card required. You can import deals, use AI features, and invite team members during the trial period.