Run your whole investment operation on AI, from one place.
From origination and diligence to modelling, portfolio monitoring and investor reporting, your work lives in data rooms, filings, models and a hundred spreadsheets. Chaidojo brings it into one place and does the heavy lifting, so your team spends its time judging deals, not assembling them.
The analysis behind every investment decision, done in a fraction of the time.
- Priced ~20% above peers; the premium isn't backed by growth.
- Three revenue items look one-off: clean EBITDA ~8% lower.
- Customer concentration high: top 3 are 46% of revenue.
Every figure cited back to the filing or data-room source.
Illustrative example
More deals to cover. The same team to cover them.
The bottleneck isn't judgement. It's the hours of gathering, reading and modelling before anyone can form a view.
Record dry powder and deal flow, but the team can't get to it all.
Our best analysts spend their days pulling data and formatting decks, not judging deals.
Every deal starts the research from scratch. Nothing we've learned compounds.
Deals are time-sensitive, and the analysis is always the bottleneck.
The inputs are scattered across data rooms, filings, calls and spreadsheets, and none of it agrees.
We can't put confidential deal data into an AI tool we don't control.
Plenty of tools run agents. Chaidojo is where you run your whole investment operation on AI.
Running a chatbot or an agent is the easy part, and every tool offers it. The hard part is running the whole operation on AI: oversight across every deal and workstream, rigour you can defend, and confidentiality you keep. That's what Chaidojo is built for.
Most AI tools
Give you an agent or a chatbot to prompt. Checking the work, sourcing it and keeping it confidential is left to you.
Chaidojo
One place to run and manage the whole investment operation on AI: the deals, the portfolio, the team and the agents behind them, grounded in your own data, cited, and sealed to your firm.
One place to run your whole operation on AI.
This is that one place. Your team puts work to AI, sees every workstream, and decides what runs next, across every deal, fund and mandate.
- Trading comps (Project Atlas)Done
Rebuilt from latest filings, cited
- Commercial diligence (Project Bravo)Running
Market sizing across 3 sources
- IC memo (Project Bravo)Needs you
Draft ready for your review
- Q3 LP reportRunning
Numbers reconciled, drafting
- Portfolio & impact KPIsDone
Scheduled · every Monday
| Workstream | Status detail | Status |
|---|---|---|
| Trading comps (Project Atlas) | Rebuilt from latest filings, cited | Done |
| Commercial diligence (Project Bravo) | Market sizing across 3 sources | Running |
| IC memo (Project Bravo) | Draft ready for your review | Needs you |
| Q3 LP report | Numbers reconciled, drafting | Running |
| Portfolio & impact KPIs | Scheduled · every Monday | Done |
Illustrative view: your workstreams, your data. Your team decides what runs; Chaidojo runs it and shows everyone where it's up to.
See every deal in one view
Every workstream, model, memo and agent in one place: what's done, what's running, and what needs your review.
- One grounded view across data rooms, filings and your files
- Live status on every workstream and agent
- Roles, permissions and shared workspaces built in
Get the analysis done
Point it at a task and it pulls from the data room, filings and your models, runs the analysis, and hands back work taken most of the way, ready for your review. On demand or on a schedule.
- Memos, models and comps, ready for review
- Runs once, or on a schedule you set
- Every figure cited back to its source
Decide where to focus
Set priorities across live deals, see what each workflow is worth, and add coverage where it pays.
- Priorities tracked across the team
- Cost and analyst-hours saved shown per workflow
- Suggestions for what to run next
You stay in control. Chaidojo gives your team the means to run the operation on AI. You decide what the agents take on, and every judgement stays yours.
Three steps. Then it runs on your schedule.
Connect your data
Point Chaidojo at your data rooms, filings, market data, expert-call notes, models and files. It builds one private, sealed view, shared only with the people you choose.
It does the work
Ask for a comps set, a diligence pack or an IC memo, or schedule it. Chaidojo runs the analysis and hands back a memo, model or pack, every figure reconciled and cited, ready for your review.
Review, decide, repeat
Each output ends with the read: what it means, the risks, and what to check next. Your team makes the call, and adds more workstreams over time.
The work behind every deal, report and decision, done for you.
Chaidojo is configured to your firm's own processes, not a fixed menu. This is the work investment teams build most often, from origination through to investor reporting, each produced fresh, rigorous and cited, on demand or on a schedule.
Source & screen
find and qualify the opportunities worth your time- Deal sourcing & pipeline
Inbound and market screened against your criteria into a live, ranked pipeline, with a one-line rationale on each opportunity.
- Trading & transaction comps
A screened peer group and precedent-deal set with the multiples that matter (EV/EBITDA, TV/Revenue), outliers flagged, ready for your template.
- Buyers & target lists
A deduplicated, tiered list of strategic buyers or acquisition targets, with the detail your team needs, ready to distribute.
- Company & market profile
A boardroom-ready company or sector profile from public sources: financials, forecasts, moat and risks, every figure traced to source.
Diligence & research
dig in with the rigour a deal deserves- Market research
A structured market report: TAM, growth drivers, competitive landscape, benchmarking and risks, all sourced and cited.
- CIM & data-room review
A long CIM or data room read and drafted into your standard sections, with a completeness audit and gaps flagged.
- Financial & quality-of-earnings analysis
A findings memo on the numbers, with QoE flags and the evidence behind each.
- Channel checks & expert-call synthesis
Expert calls and channel checks synthesised into themes, with quotes and citations.
Model, value & decide
the numbers, and the call they support- Financial model build & refresh
A DCF or LBO built or updated, with assumptions documented for your review.
- Valuation & scenario analysis
A valuation range with scenarios and the drivers that move it.
- Returns & IRR analysis
An IRR and MOIC bridge with the sensitivities that matter.
- Investment memo & IC paper
A 12 to 15 page first-draft memo across your standard sections, from terms to concerns and mitigants, taken most of the way and ready for your review.
Report, monitor & raise
the portfolio, your investors and your impact- Portfolio monitoring
PortCo KPIs tracked against plan, with underperformers and covenant risks flagged.
- Fund & manager review
Quarterly fund reporting read into a standard review: fund terms, Net IRR, MOIC and DPI, with positives and concerns flagged.
- Investor & LP reporting
Portfolio numbers reconciled into drafted updates and quarterly reports for your LPs, in your house format.
- Impact & ESG reporting
Impact and ESG metrics gathered across the portfolio and drafted into your reporting framework, sourced and cited.
Different firm, different workflows. An M&A advisory team leans on comps, buyers lists, CIMs and deck quality control; an impact investor or family office leans on diligence, market research, portfolio monitoring and impact reporting. Chaidojo encodes your process, whatever it is.
Most tools give you a data dump. Chaidojo gives you the read.
Pulling the numbers together is table stakes. The value is knowing what they mean and what to do. Chaidojo does that, and hands you the judgement to make.
- EV/EBITDA: 11.2×
- Peer median: 9.4×
- Rev CAGR: 14%
“Priced ~20% above peers, and the growth doesn't justify it. Go back on price, or walk.”
- Reported EBITDA: $42m
- One-off items: $3.4m
- Adjusted: ~8% lower
“Three revenue items look one-off. Re-run the model on the clean number before it goes to IC.”
- PortCo B cash vs plan: −15%
- Covenant headroom: 6%
- Trend: down
“PortCo B is tightening on covenants. Flag it to the deal team now, don't wait for the quarter-end.”
Illustrative examples.
Every deal makes the next one faster.
Most firms lose what they learn the moment a deal closes. Chaidojo turns everything your team produces into a private, cited knowledge base you can ask in plain English, so no analysis is ever done twice.
Capture
Every filing, data-room document, model, memo and expert call is taken in and kept, sealed to your firm.
Enrich
It's read, structured and connected, not just stored, so it's ready to answer questions, not just be searched.
Ask
Ask in plain English and get a cited answer in seconds, not a week of digging through old folders.
Compound
Every new deal builds on the last. Precedents, comps and diligence are there the moment you start.
So the tenth deal in a sector is faster than the first.
- Our last three deals in this sector, and why we passedAnswered
Answered from 3 IC memos, cited
- Comps we built for similar businesses this yearAnswered
Answered from 5 models, cited
- Every mention of customer concentration in this data roomAnswered
Answered from 11 documents, cited
| Question asked | Answer | State |
|---|---|---|
| Our last three deals in this sector, and why we passed | Answered from 3 IC memos, cited | Answered |
| Comps we built for similar businesses this year | Answered from 5 models, cited | Answered |
| Every mention of customer concentration in this data room | Answered from 11 documents, cited | Answered |
Every answer links back to the exact source document, so you can trust it and defend it.
Illustrative. Every answer is grounded in your own documents and cited to the source.
Your knowledge stays yours. Chaidojo never sends your data anywhere or trains on it. Your firm's work stays sealed and private, which is what makes it safe to build your memory here.
One deal is easy. Ten live at once is the hard part.
As deal flow grows, so does the work and the risk of something slipping. Chaidojo runs all of it and keeps the whole team on top, so nothing is missed.
All of it in one view
Run as many workstreams and agents as you need across every live deal, and still see every one, with status, in a single place.
See what each one saves
Every workflow shows its cost and the analyst-hours it saves, so you put effort where it pays.
Your whole team, aligned
Shared workspaces, permissions and a common knowledge base, so juniors and partners work from the same facts.
Rigorous and confidential enough to run real deals on.
Analysis you'll put in front of an investment committee has to be right, sourced, and private. Here's what makes Chaidojo safe to rely on.
Sealed and confidential
Your deal data stays private to your firm, never pooled, never used to train anything. Built for material you can't put anywhere else.
Grounded in your own data
Every output is built from your real documents and cited to the exact source. Nothing invented, nothing to take on faith.
An audit trail for every number
Every figure traces back to its source, so you can defend the analysis to IC, to LPs, or to a regulator.
You keep the judgement
Chaidojo does the heavy lifting, roughly 80% of the way, then hands it to you to review, challenge and sign off. It encodes your firm's edge, it doesn't replace it.
One set of facts
Every source reconciled into one view, so the whole team works from the same numbers, not five versions.
In your firm's format
Memos, models and packs come back in your house style, ready for review, not a raw AI output.
Cover more, faster, without adding headcount.
The same research your team does today, done for you, sourced and ready before you ask.
Cover more deals
The team gets through more deal flow without adding analysts.
Faster to a view
Diligence and models land in hours, not weeks, so you move before the moment passes.
Nothing lost
Every deal's work is kept, cited and reusable, so the firm's knowledge compounds.
The analysis behind every investment decision your firm makes.
- The research behind every deal, without the week of digging.
- The model behind every valuation, refreshed and reviewed.
- The read behind every IC paper, ready before the meeting.
Bring a live deal. We'll show you the analysis on your own data.
Book a 30-minute walkthrough. We'll run Chaidojo on your own documents, sealed and cited, and hand your team the output to keep.