Accelerating Private Equity Due Diligence

Unblocking the most time-consuming aspects of PE diligence, enabling investors to focus on What Really Matters
Made by investment professionals, for investment professionals

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Built by professionals from:

Leveraging AI to accelerate data diligence

Share any spreadsheet with us.
We'll deliver a first draft of the key data insights in seconds.

We combine modern software tools + the traditional Excel proof that investment professionals can't live without.

Deep dive:

Drafting a Data Pack in <10 minutes:

Data Cleaning

Upload spreadsheets from the VDR containing customer data. We can automatically convert most files into a clean cube

Data Analysis

Instantaneously visualize data "cuts", across any segment.
E.g. Cohort analyses for the Enterprise segment, only for customers spending >$25K

AI Auto-Suggest

Review suggested findings by our AI Agent. We review hundreds+ of data cuts instantaneously, unearthing insights that your competitors may have missed

Export to PPT

Automatically export data visualizations into Excel and PPT. Each number is backed by dynamic Excel formulas (no hardcoding)

Why Waverly AI?

Use Cases

Focus on What Really Matters

Let us handle the manual formulas and formatting. Free up more time to focus on critical thinking and strategic decision-making, whether you're an Associate or a Principal.

Screen Opportunities Faster

Get to the 80/20 view on key data questions within minutes. Determine whether certain deals are worth investing valuable resources in before diving deeper.

Unearth Diamond-in-the-rough Insights

We apply a LLM to iterate through potentially hundreds of data combinations, to find insights that humans may miss. E.g. What are the most interesting dollar spend amounts to analyze? Are customers spending $25K or $50K more relevant?

Build Proprietary Database of Prior Deals

Apply our analytics across all previous deals that your firm has evaluated. Then, benchmark new opportunities relative to the KPIs from prior deals.

Client Testimonials:

“Waverly returned permutations of the data that aren't humanly possible for us to evaluate. In our diligence, we ran out of time to evaluate by Country or by Margins. We’re just skipping that for now… But your software helped guide me on which areas to focus on… I was really impressed”

Principal, LMM fund

We feel some anxiety that we’re missing important insights on deals where the spreadsheets cause Excel to crash. We hired an in-house Data Scientist, but it’s candidly not the best solution... I was impressed by what you showed us using your software, which we received in <1 hour”

Partner, MM fund

“You've shown us a completely different way of looking at the business. If we can drive disproportionate outcomes by focusing on only 1 subsegment, that opens up new growth opportunities.. I'm sold”

President, LMM fund

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