AssetMax.ai

Pre-Deal

Pre-LOI Screening & IC Prep

Enter Investment Committee with Evidence, Not Assumptions

For Faster, Higher-Confidence IC Decisions

Pre-LOI Screening & IC Prep enables investors to enter Investment Committee discussions with structured, evidence-backed insight rather than assumptions. It brings forward commercial, customer, technology, and risk signals before confirmatory diligence begins.

By combining Voice-of-Customer intelligence, cyber and technology risk signals, and early AI and automation assessment, AssetMax strengthens early conviction and supports faster, more informed Go / No-Go decisions.

Powered by: Galileo · Alt-Human · Praetorian · Diligize

Why Investment Committees Often Lack Early Evidence

  • Early deal discussions rely heavily on management narrative

  • Limited customer insight before confirmatory diligence

  • Technology and cyber risks remain poorly understood

  • Weak early evidence can distort valuation expectations

Investment Committee discussions often happen before detailed diligence is available. Without early commercial and risk evidence, committees may advance weak opportunities or miss stronger ones. This creates avoidable execution risk and reduces confidence in early-stage decision-making.

How We Build Early Commercial and Risk Evidence

  • Voice-of-Customer and Voice-of-Employee insight (Galileo)

  • Customer retention and switching-risk analysis

  • Early cyber and technology risk flagging (Praetorian)

  • Automation and AI upside assessment (Alt-Human)

Galileo captures customer and employee insight with a level of granularity that can strengthen or challenge the investment thesis before formal diligence begins. Praetorian and Alt-Human add risk and upside signals that help committees see the opportunity in a more structured way. Diligize provides a high-level synthesis of material IT-related risk and value creation potential.

Output: Structured early-stage evidence for Investment Committee decision-making

Designed for Investment Committees Making Early Go / No-Go Decisions

This workflow is designed for investors who need to move quickly without losing discipline. It supports deal teams preparing IC materials, committees evaluating early conviction, and investors assessing opportunities before committing significant diligence resources.

PE Deal Teams

Prepare structured IC materials with early evidence

Investment Committees

Evaluate opportunities with stronger early conviction

Family Officers

Making direct investment decisions

Corporate Acquirers

Assess targets before committing to full diligence

From Early Screening to Confirmatory Diligence and Value Creation

Early evidence shapes the entire investment lifecycle. It strengthens screening discipline, informs IC approval, and defines the scope of confirmatory diligence. By identifying key risks and value levers upfront, investors can prioritise where to focus time and resources post-LOI.

Screening

Validate early deal conviction

IC Approval

Strengthen Go / No-Go decisions

Diligence

Inform confirmatory diligence scope

Holding Period

Highlight early value-creation opportunities

Investment Committee decisions improve when early evidence replaces assumptions.

WHY US

Why AssetMax for Pre-LOI Screening & IC Preparation

AssetMax provides a structured intelligence layer before full diligence begins. It combines customer, technology, cyber, and AI insight into a single, decision-ready view designed for Investment Committee use. This improves IC readiness, strengthens underwriting discipline, and reduces the risk of advancing deals based on incomplete information.

Evidence-based early deal assessment

Customer, IT, cyber, and automation intelligence combined

Structured outputs for Investment Committee discussion

Faster, sharper underwriting decisions

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