The desk that
is the diligence.
SpectreOS runs the daily grind of a deal — reading the data room, drafting the memo, reconciling the numbers, finding the buyers — and shows its work, cited to the source. Here it is, on real tasks. →
Old money.
Private equity still runs on relationships, judgment, and hard-won paper. SpectreOS keeps every bit of it — and makes it answer questions.
A SPECIALIST FOR EVERY JOB
The agents behind the desk.
SpectreOS isn't one chatbot — it's a bench of AI specialists, each grounded in your data room and checked by a compliance guardrail before anything reaches you. They work a deal from first contact to IC, and hand off to each other the way an analyst bench would.
Diligence & Q&A
Vault Chat
Per-deal Q&A grounded in the data room — every answer cited to the source file.
Portfolio Ask
The top-bar question box: answers across every deal you're allowed to see.
Deal Overview
A living summary card that rewrites itself as the data room grows.
Investment decisioning
IC Memo
One click drafts a full investment-committee memo — thesis, financials, risks — with citations.
Financial Statements
Reconstructs multi-year GAAP statements from the data room, with live formulas and flagged gaps.
Audit Workpaper
Builds the tax-to-GAAP bridge, adjustments and findings as a real Excel + Word workpaper.
The GAAP review pod
Financial Reporting
Statement-level US GAAP gap analysis — revenue, leases, fair value, contingencies and more.
General Ledger
Operations-level GAAP review — entries, reconciliations, cutoff, capitalization and controls.
GAAP Examiner
The senior read: reasons over the whole report for cross-cutting contradictions and severity.
Origination & guardrails
Buyer Outreach
Drafts confidential, mandate-matched buyer outreach from the deal and its documents.
Sales Follow-up
Turns a call transcript into a structured follow-up brief and a daily command view.
Compliance Reviewer
A FINRA/SEC sidecar that screens every long-form output before it ever reaches you.
Every agent runs on Claude, scoped to your permissions, and cites its sources — and firms can tune each one (model, effort, retrieval) per agent, per org.
New tricks.
Same firm. New bench — a row of AI specialists that read every document in the room and forget nothing.
FROM FIRST CONTACT TO EXIT
One platform. Every stage.
Sourcing & Contact
Relationship intel and contact history; introductions logged where they belong.
Screening
Deals scored against your investment criteria; gaps flagged before they cost time.
Diligence
The unified vault — documents, transcripts and Q&A with full source citations.
IC Approval
Auto-drafted IC memos with the full deal context attached; votes logged.
Capital Deployment
Milestone tranches with LP visibility and partner access.
Portfolio Management
Performance tracked against the original thesis, in real time.
Exit & LP Reporting
Full deal history exported; IRR reconciled; the relationship carries to the next fund.
Institutional Memory
Everything your firm learned stays queryable — and compounds with every deal.
MEET YOUR FIRM WHERE IT WORKS
Ask your deals from inside Claude.
SpectreOS ships a native connector for Claude — your team authorizes once with their firm login and can query the Vault from the AI workflow they already live in. Answers come back grounded in your documents, scoped to exactly what each person is allowed to see.
› what are the key lease terms in the BWM deal?
Searching the Vault… 3 sources
The 2016 lease proposal sets a two-year development plan for the marina parcel (Area A), with tract-level gross-sales milestones…
[1] BWM ORIGINAL LEASE PROPOSAL 2016.pdf · [2] PARKER POE — ANDERSON CNTY.pdf
Too bigto fail.
The average deal crosses 7 stages, 15+ tools and 18+ roles — with zero continuity between them. SpectreOS replaces the sprawl with one vault that remembers everything.
PROOF, NOT PROMISES
Built with a live firm, on live deals.
$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."
Investor inquiries: takashispector@kheperacm.com
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, and never your email. 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.