For Private Equity Teams
Get to IC in days, not weeks. With fully defensible analysis.
F2 is the AI platform for private equity teams that need to move faster with conviction. Turn fragmented deal data into structured analysis and investment narratives, in minutes, not days.
The reality
The bottleneck isn't analysis. It's getting to conviction.
You're expected to go deep, move quickly, and defend every assumption. The existing workflow makes that nearly impossible.
Analysis is fragmented
Data is spread across CIMs, Excel models, and supporting materials, making it difficult to get to a clear, unified view of the deal.
Every deal is rebuilt from scratch
Models, analysis, and investment memos are recreated for every opportunity, with little reuse of prior work.
Synthesis is manual
Turning analysis into a clear investment narrative requires stitching together insights across multiple sources.
Conviction takes too long
By the time you've built a defensible view, the process has already slowed down.
In private equity, the bottleneck isn't insight, it's synthesis.
You already have the data. The advantage goes to teams that can turn it into a clear, defensible investment narrative faster than the market.
F2 is built for that.
The platform
The operating system for investment analysis and synthesis
- Deal Screening
- Ingest CIMs, financials, and supporting materials to create a unified, structured view of the deal. Your team works from shared context in a single workspace, not scattered files.
- Financial Analysis
- Build returns models, run sensitivity analysis, test scenarios, and execute LBO analysis directly on Excel models with full formula-level traceability.
- IC Preparation
- Generate investment memos, charts, and supporting materials that translate analysis into a clear, defensible recommendation aligned to your firm’s IC format
- Portfolio Monitoring
- Track portfolio company performance, monitor KPIs, and support post-close value creation across the full investment lifecycle.
Get Started
Product Flow
Ingest
Pull from data rooms, CIMs, and financial models
Extract and structure deal data across all materials.
Analyze
Run returns modeling, sensitivity analysis, scenario testing, and LBO analysis
Execute analysis across Excel models with full formula-level fidelity
Generate
Produce investment memos, charts, and presentations
Translate analysis into a clear, structured investment narrative.
Full Auditability
Every investment narrative is fully defensible.
Every number traces back to its source. From a claim in your investment memo to the exact cell in the underlying model, F2 preserves full data lineage so your analysis stands up in IC.
Why F2
- Synthesize across all deal data
- Connect models, documents, market data, and prior deals into a unified analytical view. Your team works from shared context in a single workspace, not scattered across individual desktops and email threads.
- Excel-native AI. 95.25% accuracy on SpreadsheetBench Verified.
- F2 reads your formulas, resolves circular references, preserves cell dependencies and follows the logic of your actual spreadsheets. It works inside your models, not around them.
- Turn analysis into conviction
- Move from fragmented insights to a clear, defensible investment recommendation without stitching together outputs across tools.
“We have evaluated the AI landscape and F2 is the best solution in market. The proof is in the pudding with these tools and their document understanding and quality of output is second to none.”
SOC 2 compliantRole-based accessDeployed in days