Diligence at IC depth. Without the chaos.
Data Room, Due Diligence, Calendar, Notes, and Legal — connected to the same deal that was sourced and underwritten upstream.
How the desk actually runs.
Upload & classify
AI helps organize OMs and key docs so nothing is “somewhere in the drive.”
Checklist & requests
Structured DD with owners and counterparties tracked.
Legal materials
LOI / term sheet templates with review, approval, and send.
Ask with file context
Open Ask Sam on a document — answers stay grounded in the room.
Data Room
Upload, organize, and promote files. Chat attachments can land in the room with approval.
- Deal data room with AI classification
- Promote chat files into the room
- Ask Sam with file context
Due Diligence & Legal
Checklists, request lists, and template-driven docs keep execution tight through closing.
- Structured DD checklists
- Request tracking across counterparties
- Legal templates and HITL before outbound
We embed with your desk.
Plex specialists sit with acquisitions, origination, and asset management on live deals, live models, and the books you already run until your people own it day to day.
Sit with the team
We start on your live pipeline and serviced book, not a sandbox. Specialists work beside the desk on deals, loans, and assets already in motion.
Encode the playbook
Buy box, models, covenants, and committee habits get written in so the next deal runs the way this firm actually decides, not a generic workflow.
Transfer ownership
We stay until the desk is running it day to day. The system remains yours. The specialists step back when your people no longer need them in the chair.