Below the introduction, a product window tours the Analysis workspace. Its eight sidebar items open in turn, from New Deal to Documents, each showing one short action on a sample deal, Project Kestrel. Choose an item to open it.
Source, screen and analyse in one system
Extract documents, run 600+ calculators and 160 playbooks, and draft the deck, with every figure cited.
Ask anything about the deal
Ask a question in plain English, as you would ask an analyst. The agent reads your documents, runs skills and connectors, and answers with citations and red flags.
- Reads every page of the data room
- Runs skills, calculators and connectors
- Cites the page, clause or cell
An agent chat in Project Kestrel. Asked for the red flags before the IC, the agent searches the Data Lake, reads 02.4.1 Quality of earnings report v2 2026-09-04.pdf, runs a quick due-diligence screen and queries Salesforce, then answers with 4 ranked risks, each with its sources and a next step: Customer concentration (high), Ask management for Larrowby's renewal terms. EBITDA add-backs (medium), Bid on $22.95M. Unprovided warranty claim (medium), Seek a specific indemnity. Stale pipeline (medium), Haircut FY26 new business in the base case. Source 04.2.3 Haverstock MSA v3 2022-11-01.pdf opens clause 21.3 on page 39, and the answer is added to the IC memo.
Project Kestrel
Tolliver Fleet Components · 142 files in the Data Lake
What are the red flags on Kestrel before the IC?
- Search Data LakeProject Kestrel data roomSearching…
- Read document02.4.1 Quality of earnings report v2 2026-09-04.pdfReading…
- Run skill/quick-dd-screenRunning…
Query SalesforceSince 9 Oct 2025Querying…
4 risks for the IC, ranked: 1 high, 3 medium.
- HighCustomer concentration Larrowby, Delvane and Haverstock are 43.6% of FY25 revenue. Larrowby (19.8%) may terminate for convenience on 90 days, cl. 14.2. Haverstock (10.2%) may terminate on a sale to a competitor, cl. 21.3, which limits a trade exit.
Next step: Ask management for Larrowby's renewal terms.
- MediumEBITDA add-backs Management adjusts FY25 EBITDA to $24.3M; the QoE supports $22.95M, $1.35M less.
Next step: Bid on $22.95M.
- MediumUnprovided warranty claim A $4.2M claim has no provision, 19.2% of FY25 EBITDA.
Next step: Seek a specific indemnity.
- MediumStale pipeline $26.8M of the $86.4M open pipeline (31.0%) has been idle for 90+ days.
Next step: Haircut FY26 new business in the base case.
Project KestrelData Lake
Files · 7
- 02.3.1 Revenue by customer FY21-FY25 v2 2026-07-30.xlsxXLSX · 2 sheets
- 04.2.1 Larrowby MSA v4 2023-03-14.pdfPDF · 44 pages
- 04.2.3 Haverstock MSA v3 2022-11-01.pdfPDF · 52 pages
- 01.1 Project Kestrel CIM v3 2026-07-21.pdfPDF · 64 pages
- 02.4.1 Quality of earnings report v2 2026-09-04.pdfPDF · 58 pages
- 02.1.1 FY25 audited accounts v1 2026-03-27.pdfPDF · 84 pages
- 04.4.1 CRM pipeline export v1 2026-06-30.xlsxXLSX · 1 sheet
Ask anything
Every value linked to its source
A template is a ready-made list of the fields to pull from one kind of document, such as a credit agreement or a quality of earnings report. Pick from 122 templates, 1,215 columns between them, and open any value at its page, clause or cell.
Add-ins for Excel, Word and PowerPoint. PDF editing and redaction in the viewer.
Prompts, skills and playbooks
Three building blocks for the work you repeat on every deal. A prompt asks one question well, a skill runs one tested method, and a playbook chains them into a full workstream that agents carry out.
A prompt is a saved instruction for the agent, written once by your team and reused on every deal. Start from the library, or type a rough request and it is rewritten into a precise one before it runs.1,200+ prompts in the library
Connected to the data you already use
A connector lets the agent read a system your firm already uses. One question can search your Data Lake, which holds the documents you upload, and systems such as Salesforce, Snowflake and SharePoint, across 65+ integrations.
Summarise our Salesforce history with Project Kestrel and pull comparable aftermarket deals from PitchBook.
Used 3 tools
Search accountsTolliver Fleet Components1 account, owner Rhys Tregarthen · 0.6sList activitiesSince 9 Oct 202514 meetings and calls · 0.9s
Search dealsUS heavy-duty aftermarket parts, 2024 to 20264 deals, 3 with disclosed multiples · 1.4sWe have logged 14 meetings and calls with Kestrel since the first signal on 9 Oct 2025. The latest was the management meeting on 9 Sep 2026. Comparable deals at 7.8x to 10.2x EV/EBITDA:
- Corlett Wheel SystemsMar 20247.8xPitchBook
- Ravensby Trailer PartsNov 20248.9xPitchBook
- Dunholme Air SystemsJun 202510.2xPitchBook
- Mawdsley Clutch & BrakeFeb 2026n/dPitchBook
Connected sources
- SalesforceUsed
Snowflake
SharePoint- PitchBookUsed
HubSpot
- SalesforceCRM
- SnowflakeData warehouse
- SharePointDocuments
- PitchBookPrivate-market data
- HubSpotCRM
- 65+ integrationsCalled from chat
SECFilings and Form D
GLEIFLEIs and ownership
Companies HouseUK filings and officers
FCAUK regulated firms
OFAC, UN and EUSanctions lists- USAspending and PatentsViewFederal awards and patents
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