Six ready-to-deploy workflows built specifically for sourcing, diligence, and portfolio operations. Each one designed to eliminate the manual work that slows deals down.
Assemble investment committee materials in minutes, not days. Plausity pulls from your CRM, document stores, and market data providers to draft IC memos, one-pagers, and risk summaries automatically.
One search across every document, email thread, and data source your firm has ever touched. Surface prior deal work, sector research, and internal memos instantly. No more digging through folders.
Identify and screen acquisition targets and bolt-on opportunities across your entire deal universe. Filter by sector, size, geography, and strategic fit in seconds.
Generate trading comps and precedent transaction tables with live data from FactSet and PitchBook. Always current, always sourced, always audit-ready.
Extract key terms, flag risk clauses, and summarize NDAs, SPAs, and covenant packages automatically. Hours of legal review compressed into seconds.
Schedule recurring workflows for quarterly updates, market monitoring, and company-level research. Set it once. Plausity runs it on your cadence.
Every workflow connects directly to FactSet, PitchBook, DealCloud, SharePoint, Outlook, and 10+ more. Live data in, finished output out. No exports, no copy-paste.
Every number, every insight, every recommendation links to the original document or data point. Built for the auditability and compliance standards your LPs and regulators expect.
Book a walkthrough and we'll show you exactly how each workflow runs on your data.
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