Private Equity

Deep research on targets and sectors. IC-ready in hours, not weeks.

Up to 24 section sector reports with return models, target pipelines, and full source traceability. Delivered in hours. Every figure auditable. Available as interactive HTML, PDF, PowerPoint, or executive summary.

Four PE use cases

Structured outputs your deal team can drop into diligence, IC packs, and portfolio rhythm.

Listed comps

Public Comp Pack

Listed comps, suppliers, governance screens for deal benchmarking. Delivered in hours on public names your deal team tracks.

Sections: Comps · Financial Analysis · Valuation (DCF, Comps, Scenario) · Competitive Positioning · Risk Framework · Peer Matrix
Authorized inputs

Private Company Research Pack

Research on private targets using public filings, provided materials, or permissioned data. Clear source provenance. No MNPI ingestion.

Sections: Thesis · Returns (IRR/MOIC) · QoE Linkage · Capital Structure · Comps + Precedent Txns · Risk · Exit Analysis
Ongoing view

Portfolio Company Monitoring

Track public peers, suppliers, customers, and sector shifts relevant to portfolio companies. Repeatable, structured output on names that move your thesis.

Sections: Monitoring Thesis · Peer Tracking · Market Shifts · Value Creation Milestones · Risk · Financial Analysis
Sector lens

Sector & Thesis Map

TAM, value chain, competitive positioning, and thematic mapping. From initial sector screening through exit comp analysis.

Sections: Market Size & TAM · Competitive Positioning · Product & Technology · Supply Chain · Historical Analogies · Peer Matrix

Each use case activates a different subset of our 24-section analytical framework. Public-market sections like Street Consensus and Options Context are suppressed for private targets; PE-specific modules like Returns Analysis (IRR/MOIC), Quality of Earnings linkage, and Exit Path modeling activate in their place. See the full regime matrix →

See what a sector report looks like

Browse a full 24-section research report. Delivered in hours. Available as interactive HTML, PDF, PPTX, or executive summary.

Financial Sector
JPMorgan (JPM)
Financial sector comp analysis. The report PE deal teams use to benchmark bank and fintech acquisitions.
Read full report →
Technology Sector
NVIDIA (NVDA)
AI and semiconductor deep dive. The public reference point for PE firms evaluating tech targets.
Read full report →
Healthcare Sector
Pfizer (PFE)
Healthcare deal benchmarking. Pipeline analysis, patent cliffs, and governance screens PE buyers need.
Read full report →

Five core stages. Nine checkpoints. Every one gated.

The same governed pipeline (see overview) expanded into granular steps for PE-grade diligence.

1. Source
2. Extract
3. Analyze
4. Evaluate
5. Score
6. Challenge
7. Review
8. Audit
9. Publish
5
Verification gates every report must pass
3
Policy-defined conditions for human review
100%
Audit trail coverage, every stage logged

Read the full governance reference →

Delivered in the format your IC needs

Every report is available in four formats. Use what fits your workflow.

.HTML

Interactive HTML

Navigate sections, hover over sources, explore data tables. Full interactivity for deep analysis.

.PDF

PDF

Print-ready, paginated document. Consulting-grade formatting with exhibit numbers and source citations.

.PPTX

PowerPoint

IC-presentation deck with key exhibits, charts, and findings. Ready to present to your investment committee.

BRIEF

Executive Summary

Two-page brief with verdict, key metrics, top opportunities and risks. For partners who need the bottom line.

Honest boundaries. Clear provenance.

We separate what we can use from what we will not touch. Every claim ties back to a logged source.

Clients authorize data lanes. We document them per report. Nothing enters the pipeline without a classification.

Public data

SEC filings, earnings transcripts, market data, patent filings, alternative data drawn from public sources.

Provided materials

Documents shared by the client under their own authorization.

Permissioned data

Third-party data the client has licensed and authorized for use in our workflow.

What we do not ingest

  • MNPI
  • PII
  • Client portfolio positions or holdings used as model inputs
  • Unsourced private financials

Every claim in a report traces to a source. Every source is logged in the audit trail.

For your team

Same methodology whether you sit on deals, run portfolio ops, or defend outputs to an IC.

Deal Teams

Public comp and sector research delivered in hours. Institutional depth without expanding headcount. Export to PPTX for IC presentations.

Portfolio Operations

Monitor the public competitive set, supplier dynamics, and customer signals for portfolio companies.

Investment Committees

Can you defend this output to an IC? We can. Every figure traces to a source, every model call is pinned, and every report is reproducible six months later. Your compliance team gets the audit trail without asking.

Built for compliance review.

Controls map to how regulated desks already think about AI output.

Read the full governance reference →

Common questions from PE teams

Can you research my private portfolio company?

Yes, from public filings, provided materials, or permissioned data. Every claim carries provenance. No MNPI ingestion. We document data lanes per report so your compliance team knows exactly what went in.

How long does a report take?

Delivered in hours for public companies and sector reports. Complex private-company research takes 2-3 days depending on approved input scope and material availability. All reports delivered as interactive HTML with PDF, PowerPoint, and executive summary exports.

What data sources do you use?

SEC filings, earnings transcripts, market data, patent filings, plus client-provided materials and permissioned data. Source provenance is logged per report. No expert networks for MNPI.

How does this work alongside PitchBook, CapIQ, or our existing research stack?

PitchBook and CapIQ provide raw data terminals. Semper Signum sits on top of your data stack and produces the analytical output. We produce up to 24-section structured analysis with return models, sensitivity matrices, and target pipelines. What takes your research team two to three weeks, our pipeline delivers in hours with full audit trails. Export to PDF or PowerPoint for IC presentations, or use the interactive HTML for deep exploration.

Do you store our data?

Source material is deleted after report generation. Audit logs retained 90 days (configurable). No training on customer data. Full export within 7 business days, full deletion within 30 days on cancellation.

Are you just another AI tool?

No. Your team already uses AI. We sell the governance layer that makes AI output defensible. Every model call is pinned to an exact ID and prompt hash. Every stage is scored by evaluators. Six months from now, your compliance team can reproduce any figure in any report and trace it to the source filing. That is not something ChatGPT gives you.

Start with reports. Graduate to infrastructure.

Step 1

Start with reports

Try the output. Judge the depth. Show it to your IC.

Single report from $500
Monthly retainer $5K-$15K
30-day pilot (5 reports) $50K
Step 2 · When volume proves ROI

Install the process internally

Same 9-stage pipeline deployed inside your infrastructure. Your compliance team sees the audit trail directly. Your IC trusts the outputs.

Installation $20K
Maintenance $10K/mo

Start with a 30-day pilot.

$50,000 flat. 5 production reports. Per-stage evals. Customer-visible audit trail. Drift monitoring. Clean exit at day 30.

5
Production reports
30
Day commitment
100%
Audit trail
Book a 20-minute call Browse a sample report

Reply to the email that brought you here, or email research@SemperSignum.com directly.