PRIVATE EQUITY

Private markets, automated to achieve new alpha.

Process entire data rooms in minutes. Extract precise metrics from any financial document using autonomous agents.

Book a Demo Learn More ↓

PRIVATE EQUITY Command View

analyst

agenticverifiedfast

Signal curve

sync 0s

coverage

92%

+4.2%

confidence

96%

+1.1%

Lane control

Diligence queue

Cross-reference completed

Forward guidance extracted

Outlier resolved

Risk ladder

Legal64%

Commercial66%

Technical68%

Financial70%

Module stack

kpistrendqueuealerts

Private equity data analysis driven by Agents.

Gain deep portfolio insights with detailed reports that transform your decision-making.

Lightning-Fast Due Diligence

analyst

agenticverifiedfast

Signal curve

sync 0s

coverage

92%

+4.2%

confidence

96%

+1.1%

Lane control

Diligence queue

Cross-reference completed

Forward guidance extracted

Outlier resolved

Risk ladder

Legal64%

Commercial66%

Technical68%

Financial70%

Module stack

kpistrendqueuealerts

Lightning-Fast Due Diligence

Transform weeks of data room analysis into minutes. Process entire portfolios, due diligence packages, and financial statements while your team focuses on strategy and value creation.

Precision-Grade Financial Extraction

reviewer

precisiontraceableadaptive

Signal curve

sync 0s

coverage

88%

+2.9%

confidence

93%

+0.8%

Lane control

Field extraction

Revenue86%

EBITDA87%

Net debt88%

Runway89%

Schema lanes

Module stack

kpistrendtimelinetabs

Precision-Grade Financial Extraction

Extract precise valuations, cash flows, and risk metrics with institutional-grade accuracy while your experts focus on deal evaluation and portfolio optimization.

Alpha Discovery Engine

trader

portfoliotimelyclear

Signal curve

sync 0s

coverage

85%

+3.6%

confidence

91%

+1.7%

Lane control

Sector rotation

Energy 2%

Tech 3%

Healthcare 4%

Credit 5%

Heat lanes

Module stack

kpistrendqueueheatmap

Alpha Discovery Engine

Identify investment opportunities and risk factors across entire market sectors in minutes so your team can focus on high-conviction analysis and stakeholder relationships.

“Equitista doesn't just allow reading documents. It gives us operational leverage and measurable alpha, freeing our most intelligent people from repetitive work to accomplish the most intelligent tasks.”
Private Equity Partner
Global Mid-Market Fund

Expect value delivered in the first 5 minutes.

Start solving real problems from day one. No training needed. Immediate value to your team and firm.

Empirically Derived Benchmarks

analyst

agenticverifiedfast

Signal curve

sync 0s

coverage

92%

+4.2%

confidence

96%

+1.1%

Lane control

Scenario matrix

Alert stack

Cross-reference completedhigh

Forward guidance extractednormal

Outlier resolvednormal

Module stack

kpisheatmaptabsqueue

Empirically Derived Benchmarks

Compare deal metrics against industry standards while you focus on investment strategy and positioning. We benchmark every retrieval, every document type, and every report generated.

Outputs You Can Trust

reviewer

precisiontraceableadaptive

Signal curve

sync 0s

coverage

88%

+2.9%

confidence

93%

+0.8%

Lane control

Field extraction

Revenue86%

EBITDA87%

Net debt88%

Runway89%

Schema lanes

Module stack

kpistrendtimelinetabs

Outputs You Can Trust

Generate verified due diligence reports with institutional accuracy while you concentrate on deal execution and value creation.

Agent Integrations (Lattice)

executive

agenticverifiedfast

Signal curve

sync 0s

coverage

92%

+4.2%

confidence

96%

+1.1%

Lane control

Connected systems

CRMsynced

Data roompending

BI suitesynced

Task boardpending

Pipeline

Module stack

tabstimelinequeuealerts

Agent Integrations (Lattice)

Connect with your existing systems while focusing on relationship building and strategic decisions. Bring your favorite tools into your workflow instantly.

Multi-Modal Support

analyst

precisiontraceableadaptive

Signal curve

sync 0s

coverage

88%

+2.9%

confidence

93%

+0.8%

Lane control

Input channels

PDF73%

Spreadsheet75%

Audio77%

Video79%

Fusion output

precision

traceable

adaptive

Module stack

kpisheatmapqueuealerts

Multi-Modal Support

Process all document formats instantly — audio, video, PDF, CSV, Excel, and image files — with no manual format handling.

SECURITY

No compromises. We breathe security and privacy.

We are pursuing SOC Type II certification for institutional-grade data management. Your data belongs to you — we never use it for model training.

SOC2

GDPR

Encryption

Security telemetry

SOC workflow active

Encryption health

95%

Governance

92%

Active anomalies

Audit trail

Policy scan complete

Access diff complete

Encryption audit complete

Protection pressure

SAML sync check queued

Token expiry simulation queued

Role escalation boundary queued

Zero critical breachesrefresh 0s

FAQ

Answers for teams evaluating Equitista

Built for high-accuracy financial workflows with practical onboarding.

Lattice by Equitista is built ground-up with compliance by design. Our focus on comprehensive document analysis and industry-specific data processing is central to our quality standards.

We abstract most prompt complexity away from users. Teams focus on goals and workflow context while our system orchestrates retrieval, extraction, and reporting tasks behind the scenes.

We support staged integrations into existing analyst and deal workflows. Teams can adopt progressively, starting with document ingestion and reporting, then expanding to broader process automation.

LET'S GET STARTED

Built for finance, taking your firm's alpha to new heights.

A sparring financial partner to you and your team. Book a demo to see how AI agents built for your needs handle unstructured and structured data and complex analysis.

Book a Demo Talk to CEO