Run your firm on SpectreOS. The operating system for the entire deal lifecycle, from first contact to exit.
Benefits
Move at deal speed
Grounded in the data room
Everything starts with your documents. Every answer cites the exact source file.
Observable and scoped
Each output is traced to a source and limited to what each person is allowed to see. You stay in control.
One vault, every stage
Start with a single deal or run the whole firm. Same vault. Same capabilities. From first contact to exit.
Flows
Read the room. Write the memo. Move the deal.
Four flows, each grounded in the same vault, so nothing has to be re-explained between them.
A specialist for every job
The specialists behind the desk.
SpectreOS is a full analyst bench. Each one is grounded in your data room, scoped to permissions, and checked by a compliance guardrail before anything reaches you. They hand off the way a real team does.
Diligence & Q&A
Per-deal Q&A grounded in the data room, every answer cited to the source file.
The top-bar question box: answers across every deal you are allowed to see.
A living summary card that rewrites itself as the data room grows.
Investment Decisioning
Drafts a full investment-committee memo: thesis, financials, risks, with citations.
Reconstructs multi-year GAAP statements from the data room, gaps flagged.
Builds the tax-to-GAAP bridge, adjustments and findings as real Excel and Word files.
The GAAP Review Pod
Statement-level US GAAP gap analysis: revenue, leases, fair value, contingencies.
Operations-level review: entries, reconciliations, cutoff, capitalization, controls.
The senior read: reasons over the whole report for contradictions and severity.
Origination & Guardrails
Drafts confidential, mandate-matched buyer outreach from the deal and its documents.
Turns a call transcript into a structured follow-up brief and a daily command view.
A FINRA and SEC sidecar that screens long-form output before it reaches you.
Everything runs on Claude, scoped to your permissions, and cites its sources. Firms can tune each capability (model, effort, retrieval) independently.
From first contact to exit
One platform. Every stage.
The entire deal lifecycle, continuous and queryable.
Targets assembled from SEC Form D and federal award records, with the placement agent named. Free and authoritative.
Targets ranked on how likely a transaction is, every point traced to a source. Setting your own criteria is next.
The unified vault: documents, transcripts and Q&A with full source citations.
Auto-drafted IC memos with the full deal context attached. Vote logging is next.
Milestone tranches with LP visibility and partner access.
Performance tracked against the original thesis, in real time.
Full deal history exported, IRR reconciled, the relationship carries to the next fund.
Everything your firm learned stays queryable, and compounds with every deal.
The silos are gone. The intelligence is invisible. The firm just works.
Meet your firm where it works
Ask your deals from inside Claude.
SpectreOS ships a native connector for Claude. Your team authorizes once with the firm login and can query the Vault from the AI workflow they already live in. Answers come back grounded in your documents and scoped to exactly what each person is allowed to see.
› what are the key lease terms in the BWM deal?
The 2016 lease proposal sets a two-year development plan for the marina parcel (Area A), with tract-level gross-sales milestones…
Traction proof
We didn't start with a pitch. We started with a paying client.
Khepera Capital Management signed a $1.2M contract to co-build SpectreOS against their real portfolio and real complexity. KCM is not a beta user, they are the co-architect.
$1.2M
Development partnership with Khepera Capital Management. Our co-architect, not a beta user.
7
Active deals running on the platform across six verticals.
770+
Documents ingested. PDFs, spreadsheets, even scanned files via OCR.
~60s
From one click to a cited, structured IC memo draft.
“We were losing weeks on diligence. Now all our deals are in the Vault. We move faster. We win more.”
Your data, your terms
Sign in with your firm's Google account
SpectreOS requests only what its features use: read-only access to your calendar so meetings appear on the right deal timeline, and access to the specific Drive files you choose to ingest. Never your whole Drive. Sending is limited to outreach you have approved, from your own mailbox. Each request is made on the screen that first needs it, not at signup, and you can revoke access anytime from your Google account.
Private by construction
Deal data is encrypted in transit and at rest, scoped to the people you grant access, never sold, never used for advertising, and never used to train generalized AI models. Details in our privacy policy.
SpectreOS produces analysis for a deal team's own review. It is not accounting, audit, tax, legal or investment advice.
Be better than your last deal.