The Problem
Private equity firms receive dozens of Confidential Information Memoranda (CIMs) weekly, each running 50 to 100 pages. Deal teams were spending days manually extracting financial metrics, identifying risks, and comparing opportunities across the pipeline. The process was slow, inconsistent, and created blind spots — partners couldn't trust that outlier deals were being surfaced reliably.
With deal velocity increasing and team bandwidth staying flat, the firm needed a way to systematically triage their pipeline without adding headcount.
The Solution
Runpoint built an end-to-end deal intelligence platform that converts unstructured CIM documents into structured, comparable data.
Document Ingestion
The system accepts CIMs via email forwarding or direct upload. PDFs are converted to structured markdown using document intelligence tooling, preserving tables, charts, and footnoted data that simpler extraction methods lose.
Automated Extraction
An LLM pipeline extracts financial history (revenue, EBITDA, growth rates, margins), market positioning notes, key risks and merits, and critical KPIs — all mapped to a standardized schema the firm defined. Every extracted data point links back to the source text for auditability.
Triage Interface
A purpose-built UI supports sorting, filtering, and tagging across the full pipeline. Team members vote on deals directly in the platform, surfacing consensus and disagreement early in the evaluation process. Cohort benchmarking compares incoming deals against historical performance data.
The Results
- Pipeline triage time reduced by 80% — what took a team days now completes in hours
- Standardized comparison across all deals — apples-to-apples metrics regardless of how the CIM was formatted
- Early consensus visibility — team voting surfaces disagreement before partners commit time to deep diligence
- Full auditability — every score and metric traces back to the source document