Waverly AI

Excited to launch our AI Analyst for proprietary M&A sourcing. Think of complex angles like: “Find all the software companies that offer property maintenance solutions, that are an appropriate size for mid-market Private Equity. Bonus if they’re family or founder-owned. If they're not, who are the lead investors?” This traditionally takes weeks of work using Pitchbook / Grata. But we’ll automate the research in <1 hour using AI Agents. On 1 engagement, we reviewed 50,000+ web pages to deliver a highly actionable shortlist of ~200 targets. We’ve been working with some of the largest PE funds on this use case. We're seeing investors source more proprietary opportunities, while spending less time on manual work. We're even seeing 1 fund lower costs on their Buyside Advisors. Stay tuned - We'll have a lot more to share soon!

Introducing our AI Associate for VDR analyses: Upload any spreadsheet, and we'll deliver a 25+ page PPT summary, in your firm’s formatting. We’ll always answer standard diligence questions regarding growth, margins, performance by cohorts, retention, etc. We’ll even tackle more complex questions like “How do the top customers perform relative to the rest of the customer base?” Of course, you can come in and guide the Associate with your custom questions as well. This is such a painful workflow that some PE funds outsource this to Big 4 Consultants at $50K+ per deal. Alternatively, you can use Waverly to receive a 1st draft of the key insights in minutes. Our partners have been working with us to 1) accelerate diligence and 2) find insights that competitors may have missed. We’re starting with this particular workflow, but we’ll add a lot more capabilities soon. [email protected]