Product
Everything a deal needs, on one fact base.
NaS_OS reads the data room once and every part of the platform works from what it found: diligence, the model, the documents, the buyers and, after closing, the portfolio.
- Identities hold42 of 43
- Confirmed by client9
- Missing, requested3
The foundation
One fact base under everything.
It is not a screen you open. It is why every section below can be trusted: NaS_OS reads every document at once, and everything it produces comes from the same verified figures.
- Cited
- Every figure points to the sheet and cell it came from.
- Checked
- Each value is re-read against its source, and the arithmetic has to hold: margins recompute, balance sheets balance, segments sum to the total.
- Never invented
- If something is missing, NaS_OS says it is missing and asks for it.
01 · Data Room
Fix the data room inside NaS_OS.
Real data rooms are incomplete and contradictory. NaS_OS scores the room on arrival and shows every gap and conflict, then you resolve them right there: pick the figure that is right when two documents disagree, answer a gap, correct a number in the deal model. No editing files and uploading them again. Your decisions stay on the deal, survive a fresh extraction and reach every document.
- A readiness score and exactly what to chase
- Resolve conflicts and gaps in place, not in the files
- Decisions survive re-extraction and flow into every output
- Secure upload links for the client, no account needed
- FY24 revenue: P&L and deck disagree P&L chosen
- Top 10 client split missing Answered
- Segments do not sum to revenue Corrected
- Management org chart Requested
02 · Diligence
A review of the data room, by area.
Financials, customers, contracts, company and KPIs. Every finding has five actions: answer it, upload the missing document, ask the other side, mark it not applicable, or accept it. Findings add up to what they mean for the deal.
- Contracts read clause by clause, with the clause and page quoted
- Quality of Earnings: EBITDA bridge, cash conversion, working capital, net debt
- A request portal where the seller or client answers on a secure link
- Materiality set per deal, so small differences stay small
- Customer can terminate on change of control Contract
- Working capital below the 3-year average Price
03 · Business Analysis
Onboard onto any deal in minutes.
Business Analysis is the briefing a partner reads before the first meeting: the company in numbers, what drives it, where the risks are and how to position it. Written for someone arriving cold, from the verified figures.
- A briefing that leads with the facts
- Company snapshot: revenue, EBITDA, margins and the sector KPIs
- Risks and data quality flags, by severity
- Positioning: buyer profiles on the sell side, value creation and exit on the buy side
- Revenue CAGR, FY22 to FY24 11.3%
- EBITDA margin FY24 25.3%
- Recurring revenue 68% of total
- Top risk Customer concentration
- Suggested buyers 3 strategic, 4 sponsors
04 · Deal Chat
Ask the deal anything.
Deal Chat answers questions in plain English, only from the data room and the model, with the exact document and page cited. Prepare for a management call or check a number in seconds.
- Answers cited to document and page
- Reads the data room and the Financial Model
- Never answers from outside the deal
- Your conversations stay private to you
05 · Equity Story
A senior banker's read, before your partner sees it.
On the sell side, define the Equity Story: thesis, pillars, why now, and the red lines you never cross. On the buy side, write the Investment Thesis: your right to win, the levers, the exit, and what would kill the deal. Both are checked, and both guide every document.
- Review with AI: strengthen, soften, flag
- Posture: Conservative, Balanced or Aggressive
- Thesis claims checked against the deal's data
- Deal killers written down before diligence starts
- Strengthen
Lead the thesis with the 68% recurring revenue. It is your strongest proof point.
- Soften
"Category leader" outruns a 14% share. Reframe as the fastest-growing player.
- Flag
Customer concentration is not addressed. Buyers will raise it in the first call.
- Apply rewrites
06 · Financial Model
Your model and your memo, from the same numbers.
A full valuation suite you work in, not a PDF you read: switch the scenario, change an assumption, and every method and the football field update live. It is seeded from the same fact base as your documents, so the model and the memo never contradict each other.
- DCF with WACC build-up
- LBO with sources and uses and returns by exit year
- Trading comps, precedents and a football field
- Scenarios, two-way sensitivities, branded Excel with live formulas
Try it: switch the scenario or move WACC.
07 · Documents
Work you can send.
Blind and Named Teasers, a full Information Memorandum and the IC Memo, written in your firm's voice and brand, with banker-grade charts chosen by what the data supports. Every figure is reviewed before generation.
- Teasers and IM in PDF and PPTX
- IC Memo in PDF and Word
- 16 sectors, 4 languages
- Every version kept in the history
- Information MemorandumPDF · PPTX
- Blind TeaserPDF · PPTX
- LanguageEN · DE · FR · ES
08 · Racetrack
The process, not another CRM.
The firm is who you transact with, the person is who you talk to. Racetrack keeps both, across every mandate and every pipeline, with the next step on each engagement.
- Firms, people and engagements across deals
- Your own stages per pipeline, sell side or buy side
- Next steps and follow-ups
- Import your contacts from CSV
- Halden CapitalPrivate Equity IOI received
- Arbor SearchSearch Fund Call today
- Norcross GroupStrategic Follow up Thursday
- Pillar Family OfficeFamily Office Send IM
- Kessel PartnersPrivate Equity NDA overdue
09 · Portfolio
Every company against the plan you underwrote.
After closing, each company reports into the same deal record. NaS_OS compares every period to the IC budget, watches the covenants and the Value Creation Plan, and tells you what needs your attention.
- Actuals against the IC budget
- Covenants, cash and debt each period
- Value creation plan, lever by lever
- Needs your attention, and a Board Pack draft each quarter
- Leverage 3.1x vs 4.0x covenant
- Pricing lever Behind plan
10 · Frameworks
Encode how your firm works, once.
Frameworks and Knowledge are where NaS_OS learns your firm: how you write, what you emphasise, what you never say, what you buy and how you run diligence. Every deal reflects it without re-explaining.
- House playbook and document standards
- Investment mandate and track record
- Your firm's diligence playbook
- Your brand and each target's identity
- Writing tone Measured, no superlatives
- Never mention Pending litigation
- Executive summary leads with Recurring revenue
- Number scale Thousands
Built in
The details that get a deliverable out the door.
Human in the Loop
Every extracted figure is editable before anything generates. Nothing ships without your approval.
Secure Upload Links
Send a PIN-protected link and let the client or the target upload straight into the data room, no account needed.
EN, DE, FR, ES
Prose and document layout localised, so the IM reads natively in your client's market.
16 sectors
Sector-aware writing, KPIs and charts, from software to healthcare to industrials.
Every Version Kept
Each generated document is kept in the history with its version, so nothing is lost when you regenerate.
Per-Deal Isolation
Row-level security per account and per deal, EU residency, and no model training on your data.
Bring your next deal.
We will run NaS_OS on a real data room with you, on the call.
You will see your own deal, not a slideshow.