PEVio – Private Equity Due Diligence

PEVio – Private Equity Due Diligence

PEVio is decision infrastructure for private markets investors. It helps sophisticated investment teams make better, more consistent, more transparent investment decisions, turning scattered knowledge into a structured, repeatable system.

What did the client think?

"Your team has brought our project to life brilliantly. You captured the essence of our AI solution perfectly. We're very much looking forward to working together as we move into Jiva and MVP build."

Christian A. Hvamstad CEO, PEVio

The Challenge

Private equity firms don't lack data; they lack a structured way to capture institutional knowledge and apply it consistently across every deal. Every investment committee generates valuable intelligence through its questions and judgements, but that intelligence rarely gets retained or reused.

The design challenge was twofold:

  • Take a genuinely complex workflow, thousands of documents, multiple AI models, sophisticated decision logic, and make it feel simple.
  • Serve two very different users in one system: analysts who need to work evidence line by line, and partners who need to grasp risk and status in seconds. Depth on one side, clarity at a glance on the other.

Our Solution

We designed the full workflow end-to-end, from fund setup to final investment decision, combining proprietary due diligence frameworks with explainable AI so every output is transparent and evidence-backed.

Auditability and governance sit at the core: every conclusion traces back to its source.

Key elements included:

  • A guided fund setup flow that turns investment criteria and due diligence standards into structured, reusable frameworks
  • AI-assisted data ingestion, connecting directly to a firm's existing data room or accepting direct uploads, with analysis starting immediately
  • A fund-level dashboard tracking every company by stage, from Under Consideration through to Invested, giving teams a full pipeline view at a glance
  • A multi-dimensional due diligence dashboard spanning Finance, Legal, Technology, Commercial, ESG and more, each scored and progress-tracked, with Top Opportunities and Deal Stoppers always linked back to evidence
  • A detailed analyst review interface surfacing AI-flagged anomalies by severity and matching them to source documents
  • A partner-facing summary that triggers instantly on review completion, so partners get the full picture without redoing the analyst's work
UI/UX DesignPrototypeAI IntegrationFinTechDashboard Design
PEVio's multi-dimensional due diligence dashboard scoring Finance, Legal, Technology, Commercial and more, with Top Opportunities and Deal Stoppers
Analyst-facing assessment cards tracking due diligence progress across Finance, Legal and Commercial workstreams
The full range of due diligence categories tracked, from Technology and Commercial to Risk, Tax, Cybersecurity and Operations
PEVio's fund-level pipeline dashboard, tracking companies by stage from Under Consideration through to Invested
PEVio's sign-in screen
PEVio's guided fund setup flow, connecting a data room and defining due diligence criteria
Fund cards showing each fund's pipeline of companies under consideration, in due diligence and invested
Partner-facing summary comparing aggregate due diligence scores across companies
SmplCo case study notebook illustration

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