Starboard AI automates the end‑to‑end deal analysis workflow by ingesting documents from cloud storage and collaboration platforms, then delivering a sourced risk assessment, comparable transaction data from MSCI RCA, and demographic and zoning insights within minutes. The platform continuously enriches the analysis as new files arrive, lets users screen deals against custom investment criteria, and integrates native add‑ins for Excel, Word, Outlook, and PowerPoint to generate investment committee and underwriting memos directly within existing templates.
Funding
Funding not disclosed
Founders
Product
Problem
Investment teams spend extensive time manually aggregating data from disparate sources, extracting deal metrics, and drafting underwriting memos, which slows pipeline progression and increases the risk of missed insights.
Solution
Starboard AI automates the end‑to‑end deal analysis workflow by ingesting documents from platforms such as SharePoint, Box, Snowflake, Dropbox, Google Drive, PDF, Excel, and DOCX. Within minutes it produces a sourced risk assessment, pulls comparable transaction data from MSCI RCA, and adds demographic and zoning information with citations. The platform continuously enriches the analysis as new documents arrive, allowing users to screen deals against predefined investment criteria and track them through the pipeline. Integrated add‑ins for Excel, Word, Outlook, and PowerPoint let analysts generate investment committee and underwriting memos directly within their existing templates, embedding the automatically generated, citation‑backed insights.
Target Audience
Primary users are corporate development, private equity, and venture capital analysts and investment committees that require rapid, data‑driven deal evaluation within their existing office suite tools.
Features
- Automated ingestion and parsing of documents from major cloud storage and collaboration services
- Real‑time risk flagging and extraction of comparable deal metrics from MSCI RCA with full source citations
- Dynamic enrichment of analysis as additional files are added to the deal folder
- Screening engine that matches deals against customizable investment criteria
- Native add‑ins for Excel, Word, Outlook, and PowerPoint to populate memo templates with sourced data and assumptions
- Continuous pipeline tracking with automatic updates to analysis and deliverables