BUILT FOR PE FIRMS

The fund OS for
private equity

PEVCOS brings deal sourcing, conviction scoring, banker CRM, and LP reporting into one platform — so your deal team spends time on deals, not on data entry.

The platform

What PEVCOS does for PE

Deal Flow

Proprietary deal sourcing, tracked from first contact

PE deal flow is relationship-driven and often proprietary. PEVCOS captures every inbound deal from email — banker teasers, direct founder outreach, and co-investor referrals — and keeps them in a structured pipeline from first look through signed LOI.

  • Parses banker teasers and CIM emails from your Gmail inbox automatically
  • Tracks deal status from first look through exclusivity and close
  • Assigns deals to deal team members with activity logging
  • Custom pipeline stages mapped to your firm's deal process
Conviction AI

Structured diligence, scored against your investment criteria

Every PE firm has a thesis — EBITDA thresholds, sector focus, target enterprise value, operator network requirements. PEVCOS formalizes that thesis into a conviction framework that scores every deal on the criteria your IC actually cares about, before they see it.

  • Configure scoring axes to match your thesis (EV range, EBITDA margin, sector, geography)
  • Score deals consistently across deal teams and vintages
  • Flags deals outside thesis parameters before they consume IC bandwidth
  • IC memo generation from deal data and scores in one click
CRM

A relationship graph for bankers, operators, and co-investors

In PE, your network of bankers, management consultants, operating partners, and co-investors IS your deal flow. PEVCOS CRM tracks every relationship in context — which banker sent which deal, which operator you sourced for which portfolio company, which co-investor is in every deal.

  • Track bankers, management teams, operating partners, and co-investors
  • Log meeting notes and interactions against company and deal records
  • Relationship strength scoring based on recency and depth of engagement
  • Sourcing attribution — know which relationships are driving your best deals
LP Portal

LP reporting and capital event management

PE fund reporting is complex — quarterly updates, capital call notices, distribution notices, and annual K-1s. PEVCOS automates the reporting cycle and gives your LPs a branded portal where they can track their position, access documents, and see portfolio performance.

  • Quarterly LP reports generated from live portfolio data
  • Capital call and distribution notices with audit trail
  • Branded LP portal with your fund name and logo
  • Document vault organized by LP and capital event
Documents

A diligence vault organized the way PE works

PE transactions generate enormous document volume — NDAs, CIMs, management presentations, financial models, legal docs, and closing sets. PEVCOS organizes everything by deal and company, searchable and permissioned so the right people see the right documents.

  • Organized by deal, portfolio company, and LP relationship
  • Full-text search across all documents
  • Permission controls — restrict sensitive docs to relevant deal team members
  • 50GB storage on Institutional plan

Infrastructure built for how PE actually works

Set up in one afternoon. Onboard your deal team the same week.