One connected deal workspace
A deal's materials, including CIMs, financial models, and legal documents, pulled into one place. The diligence they trigger, the structuring built on them, and the IC brief that cites them all hang off the same deal.
CapTheorem · Private beta
CapTheorem is a vertical AI platform for private-equity and private-credit investors. Today a deal team does its judgment-intensive work by hand, spread across dozens of PDFs, models, and email threads: screening, diligence, structuring, and investment-committee prep. CapTheorem keeps all of it in one connected workspace, with every figure and finding traced back to its source.
We're opening a small private beta. Request an invitation below.
Invite-only · for deal teams
Who it's for
Partners, principals, and analysts on private-equity and private-credit deal teams: the people underwriting structured-capital investments and carrying them to an investment committee. CapTheorem is built around how that work runs. Materials in, diligence out, structuring on top, and a brief the committee can trust.
What the private beta includes
A deal's materials, including CIMs, financial models, and legal documents, pulled into one place. The diligence they trigger, the structuring built on them, and the IC brief that cites them all hang off the same deal.
Reads the materials and proposes diligence requests tied to specific files and pages, sorting what to ask now from what to defer rather than handing over a static checklist. Every finding traces back to its source.
Ingests the operating forecast and models the investor's side on top of it: capital structure, returns, and downside protection. The analyst's model stays the analyst's model.
Drafts the investment-committee brief with citations and tracks the open questions through to a decision. Exports a deterministic memo package with a source appendix.
Reviews NDAs, IOIs, and LOIs against standard positions. A first read before counsel is engaged.
Why it's credible
CapTheorem comes out of the work Next Kin Partner does: a decade in private capital covering M&A, restructuring, and structuring equity and debt, now shaping AI software for deal teams. It's domain software written by someone who has underwritten these deals, built for the partners and principals doing the work.
Request access
Tell us about your firm and the work you do. We're onboarding deal teams deliberately, and we'll be in touch.