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Opswell. Get your free Snapshot
Industries · Private Equity

From deal screen to portfolio close.

We automate the analytical and reporting grind across the fund, the deal team, and the portfolio. Built by people who have run the diligence, the integrations, and the IC-ready analysis themselves.

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Your world

If this is your deal cycle, we should talk.

Screening and IOI scoring is manual, slow, and inconsistent across the team.
Diligence means rebuilding the same 3-statement model from scratch.
Portfolio reporting is a monthly chase across every company.
The management-company close and LP reporting eat your finance team.
Value-creation initiatives aren't tracked against the original thesis.
Add-on synergies are estimated in one-off spreadsheets.
What we automate

Across the fund and the portfolio.

Deal screening & scoringInbound and sourced targets scored against your criteria, with first-pass write-ups.
Diligence & 3-statement modelsOperational diligence support and base/upside/downside models with IRR and MOIC.
Portfolio reporting roll-upsMonthly KPI and financial packs pulled together across portfolio companies.
Management-company close & LP reportingThe fund's own close, capital accounts, and LP reporting, automated.
Value-creation tracking100-day and value-creation plans tracked against the underwriting thesis.
Add-on integration & synergiesIntegration checklists and synergy tracking across bolt-ons.
Built by operators, not observers. Opswell's founder has led operational due diligence and 3-statement modeling on LBOs and carve-outs, run integration management offices for sponsor-backed platforms, and built deal-screening and scoring tools, now delivered as automation on Claude.
Function
Finance Accounting Operations Sales & RevOps Marketing
Free, on your numbers

Whether it's the management-company close or portfolio reporting, the Snapshot puts a number on it.

We map the analytical and reporting work across the fund and portfolio, measure the time cost, and hand you the findings. Yours to keep, whatever you decide.

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Or email hello@opswell.ai