Built for private equity and M&A teams
Win deals faster with private diligence AI.
Deal and operating partners rely on Lockdale to analyze data rooms, synthesize diligence, and prep board materials under strict confidentiality inside their own AWS, Azure, or GCP accounts.
Built around the realities of your operations
Each deployment is tuned to your workflows, systems, and compliance guardrails—so teams adopt it on day one.
Secure data room intelligence
Digest diligence files, financials, and customer lists on infrastructure you control with clean-team segregation.
Investment committee ready outputs
Auto-build memos with valuation sensitivities, downside cases, and risk mitigation sourced from your VDR.
Portfolio health at a glance
Combine ERP, CRM, and support data to flag leading indicators and covenant risks before board meetings.
Outcomes private equity teams see in the first 90 days
Numbers are based on anonymized averages across recent deployments.
47 days
LOI to close on recent platform deals
Accelerated by overnight diligence synthesis and pre-built integration plans.
250+ hrs
Manual analysis replaced per transaction
Deal teams refocus on negotiation strategy instead of document triage.
100% NDA safe
Auction participation compliance
Sensitive data never leaves your tenant, satisfying exclusivity and LP oversight.
The roadblocks holding private equity teams back
Lockdale is designed to sit inside your environment so every bottleneck is addressed without adding compliance risk.
- Manual data room reviews delay exclusivity milestones
- IC memo drafting consumes senior associate bandwidth
- Operational diligence findings get lost across spreadsheets and email
- Portfolio monitoring relies on lagging monthly reports
- Sensitive auction materials cannot touch public AI tools by mandate
How private equity teams use Lockdale day-to-day
We tailor automations and copilots to your documents, terminology, and approval flows so adoption sticks.
Data Room Summaries
Process thousands of files to extract financial trends, customer risks, and integration requirements in hours.
Investment Committee Memos
Generate decision-ready docs with valuation highlights, diligence gaps, and mitigation plans, complete with source links.
Operational Playbook Drafting
Translate diligence findings into 100-day plans, synergy models, and KPI dashboards for operators.
Portfolio Health Monitoring
Connect ERP, CRM, and support data to surface anomalies, covenant risk, and follow-up actions before board meetings.
What the first month with Lockdale looks like for private equity teams
A proven rollout motion that respects your security controls and change-management requirements.
Deal playbook immersion
Capture your diligence workstreams, model templates, and clean-team rules to configure secure copilots.
Cloud install & data pipelines
Deploy inside your fund’s tenant with connectors to VDRs, data warehouses, and portfolio systems.
Pilot on active transaction
Launch with a live deal, gather partner feedback, and document SOPs for repeatable use across funds.
Designed to pass security reviews on the first try
Lockdale keeps confidential information rings fenced with clean-team access, customer-managed keys, and per-deal workspaces aligned to NDA requirements.
Client Result
“Our last platform acquisition moved from LOI to close in 47 days—two weeks faster than our average—and we still surfaced three integration risks before signing.”
Lauren Mitchell, Partner, Operations
A mid-market PE fund rolled Lockdale out across deal, ops, and portfolio analytics teams spanning four continents.
See Lockdale on your next deal
Book a demo to review how we plug into your diligence process, enforce permissions, and accelerate investment committee prep.
We’ll tailor the session to your workloads, compliance needs, and success metrics.