Walk the data room with AI. Know what you’re buying before you buy it.
Your deal team is drowning in a million-page data room. Post-close, representation never matches reality. Value creation plans drift because nobody tracks them against actuals. PolyPhaze connects the data across every phase of the deal so your team sees what’s real.
Trusted data. Faster diligence. Protected returns.
One platform. Every deal phase.
The PolyPhaze Knowledge Fabric™ runs continuously from data room access through exit. Whether you’re running diligence, tracking post-close integration, monitoring value creation or preparing for sale, the same trusted foundation protects your investment at every stage of the deal.
Due diligence: 12 weeks of depth in days.
PolyPhaze ingests every document from the moment data room access opens: financials, contracts, customer data, employment agreements, operational reports. Documents are parsed, entities extracted and relationships mapped across the entire collection. Your deal team asks questions conversationally and gets evidence-cited answers. The CIM is read as a sales document and tested against the underlying data.
- Every data room document parsed, entity-extracted and cross-referenced automatically
- Management interview claims tested against data room evidence in real time
- Risk flags, negotiation tactics and value bridge refinements all evidence-cited
Post-close: reality versus representation on Day 1.
Once the deal closes, PolyPhaze connects to the portfolio company’s operating systems and produces a structured gap report: what the data room described versus what the systems actually contain. The working capital true-up becomes a confirmation, not a discovery. Hidden value pools surface: customers under-served, vendors over-paying, working capital trapped. The 100-day plan starts from evidence, not assumptions.
- Data room claims compared to actual operating systems from Day 1
- Working capital true-up positions grounded in evidence, not templates
- Hidden value pools and integration risks surfaced before the 100-day deadline
Value creation tracking: synergies grounded in actuals, not slides.
Value creation plans drift when they’re reviewed quarterly from a slide deck instead of tracked continuously against operating data. PolyPhaze connects synergy commitments to actual system feeds and produces weekly delivery reports. Slippage surfaces early, while there’s still time to act. Operating partners see portfolio-wide performance through a consistent analytical lens for the first time.
- Synergy commitments tracked against actual operating data, not management assertion
- Weekly delivery reports grounded in system actuals, not quarterly slide reviews
- Portfolio-wide comparison across companies using a consistent analytical foundation
Buy-and-build: compounding platform value with every add-on.
Most PE platforms acquire smaller add-ons during the hold period. Each add-on brings its own systems, data formats and entity conflicts. PolyPhaze provides a consistent integration foundation across every add-on: the same entity resolution, the same governance, the same lineage. Each acquisition integrates faster because the platform’s Knowledge Fabric is already in place and proven.
- Consistent integration foundation across every add-on, not a fresh start each time
- Entity resolution and data governance already proven before the next deal closes
- Add-on integration timelines compress as the Knowledge Fabric compounds
Exit prep: buyer-ready data from Year 2, not Year 5.
Exit preparation fails when the data isn’t clean and the Q of E process starts from scratch. PolyPhaze builds the buyer-ready data room continuously from Year 2 onward. Financial data, operating metrics, customer health and covenant history are already connected and auditable. When the sale process opens, the data is ready and buyer confidence reflects it in the multiple.
- Buyer-ready data room builds continuously, not scrambled together at exit
- Q of E process accelerated because the underlying data is already clean
- TSA exit status and covenant history tracked as part of exit-readiness scorecard
The PolyPhaze Knowledge Fabric™. How it works.
The PolyPhaze Knowledge Fabric™ runs from data room access through exit. It connects documents, interviews and operating systems, resolves entities across every source and traces every insight back to its origin. Five core capabilities, one trusted foundation.
Ingests every document from the data room, every management interview transcript and every operating system feed without custom integrations. Your deal team and your operating partners see the same complete, connected picture.
“Customer” in the CRM and “account” in the ERP resolve to the same entity, automatically. Across data room documents, interview transcripts and live systems: no manual reconciliation.
Every risk flag, every synergy estimate, every Q of E finding traces back to the specific source data that produced it. When a buyer or auditor asks where a number came from, the answer is one question or click away.
Zero-trust governance at the data layer, not the application layer. Every AI agent request across diligence and post-close is controlled, logged and auditable. Every time.
Works with any AI model: public or private, cloud or on-premises. When the model changes (and it will), the trusted data foundation stays exactly the same.
Live on Day 1. Not month 6.
PolyPhaze deploys against the data room in days, not months. Post-close, it connects to operating systems within the first week. Four phases: data room, diligence, close, operate. Each one builds on the last.
Ingest
PolyPhaze connects to the virtual data room from the moment access opens. Every document is parsed, entity-extracted and relationship-mapped. Within days, your deal team has a structured, queryable representation of the entire collection that would have taken weeks to compile manually.
Analyze
The platform synthesises data room documents and management interview transcripts to identify risks, refine the value bridge and recommend negotiation tactics. CIM claims are tested against underlying evidence. Your team asks questions conversationally and gets cited answers with full source lineage.
Connect
Post-close, PolyPhaze connects to the portfolio company’s operating systems: ERP, CRM, HRIS, financial systems and operational platforms. The reality-versus-representation gap report is produced within days. Working capital true-up positions are evidence-grounded before the 60-day window closes.
Operate
PolyPhaze runs continuously through the hold period. Value creation tracked against actuals. Covenant headroom monitored weekly. Customer health, retention risk and TSA exit progress all visible in one place. From Year 2 onward, the exit-readiness scorecard builds automatically.
Data room ingestion begins within days of access. Post-close system connectivity typically completes in the first two weeks, depending on portfolio company IT complexity.
Connects to the systems you already run
PolyPhaze integrates with virtual data rooms, ERP systems, CRM platforms, HRIS, financial systems and cloud infrastructure your portfolio companies already use. Model agnostic. No rip-and-replace. The Knowledge Fabric reads from existing systems and adds the intelligence layer on top.
