Patterns

Patterns is a sophisticated, institutional-grade intelligence platform powered by an AI engine named Vega, specifically designed for the high-stakes world of private capital, including private equity and venture capital firms. It revolutionizes the investment workflow by automating the conversion of unstructured deal documents into structured, actionable intelligence. By processing materials such as Confidential Information Memorandums (CIMs), management presentations, pitch decks, and financial statements, Patterns empowers investment professionals to make faster, more informed decisions.

The platform's core capability lies in its ability to instantly extract, normalize, and analyze critical data. It turns dense PDFs and presentations into structured KPIs, financial models, and market research, significantly reducing the manual, time-consuming tasks that traditionally bog down analysts. This allows teams to shift their focus from data entry to high-value strategic analysis, risk assessment, and opportunity identification.

How to use Patterns

The workflow on the Patterns platform is streamlined into a simple, four-step process designed for efficiency and accuracy:

1. Document Upload: Users can securely submit deal documents in any format (PDF, PowerPoint, Excel, Word) via a secure web portal, email forwarding, or direct data room integration.
2. Automated Processing: The AI engine, Vega, gets to work immediately. It intelligently extracts financial data, business metrics, and key qualitative information. The system automatically normalizes financials, calculates derived metrics like ARR growth and LTV/CAC, identifies inconsistencies, and flags items requiring human review.
3. Model Generation: Within minutes, Patterns generates a suite of institutional-quality deliverables. This includes dynamic, audit-ready Excel financial models for LBOs and growth scenarios, comparable company analysis (comps) using public and proprietary data, and a preliminary investment memo draft.
4. Review & Export: Analysts can review all extracted data and the generated analysis for quality assurance. All outputs are fully customizable and can be exported to standard formats like Excel and PowerPoint, or integrated directly into existing databases and workflow tools via API.

Core Features of Patterns

• Document Intelligence & Data Extraction: Automatically extracts and normalizes financial data, KPIs, and qualitative information from any deal document, turning unstructured text into structured, usable data.
• Automated Financial Modeling: Generates dynamic, three-statement financial models, LBO analyses, DCF models, and sensitivity tables in minutes, complete with historical normalization and growth projections.
• Instant Market Research: Conducts automated comparable company analysis (trading and transaction comps) and sector benchmarking by integrating with SEC filings, market data sources like Crunchbase, and deep web searches.
• Full Investment Lifecycle Support: Provides tailored solutions for every stage, from initial deal screening and triage to deep due diligence, portfolio company monitoring, and value creation tracking.
• Enterprise-Grade Security & Compliance: Built with a robust security infrastructure (SOC 2, ISO 27001, GDPR/CCPA compliant) that includes end-to-end encryption, VPC deployment options, and on-premise availability to ensure maximum data confidentiality.
• Research Database & API Access: Creates a searchable internal database of all processed deals for benchmarking and trend analysis, with full API access for seamless integration into proprietary workflows.

Use Cases for Patterns

Patterns is designed to be an indispensable tool throughout the investment process:

• Deal Triage: Quickly evaluate opportunities against the fund's mandate. A 100-page CIM can be processed into a full LBO model and preliminary analysis in under 30 minutes, enabling rapid go/no-go decisions.
• Deep Due Diligence: Connect directly to a data room to automate Quality of Earnings (QoE) analysis, validate management claims by cross-referencing presentations with underlying data, and synthesize insights from expert call transcripts.
• Value Creation & Portfolio Management: After acquisition, connect Patterns to portfolio company systems to track 100-day plan execution in real-time, automate the generation of quarterly board decks, and systematically manage the add-on acquisition pipeline.

Advantages of Patterns

The primary advantage of Patterns is the massive efficiency gain it offers. It transforms weeks of manual work into minutes of automated processing. This leads to several key benefits: speed to conviction, allowing firms to act on opportunities faster; enhanced accuracy by reducing human error in data transcription; standardization of analysis across all deals; and the ability for analysts to focus on strategic thinking rather than mundane tasks. Its enterprise-grade security and flexible deployment options make it a trusted partner for institutions handling sensitive financial information.

Pricing and Plans

Patterns is offered to qualified investment firms through a customized enterprise pricing model. There are no setup fees, and clients can cancel anytime. Interested firms can get started with a 14-day free trial to experience the platform's capabilities firsthand or request a personalized demonstration to see how it can fit into their specific workflow.