Private Equity

Due diligence at the speed of deals

You’ve got weeks to make a decision — and millions of documents to get through. Use customer-hosted discovery to surface deal risks and portfolio issues fast, with evidence you can defend.

See if it fits

What it is

Customer-hosted discovery for PE: diligence, portfolio monitoring, and exit preparation.

Where it runs

Deployed inside your Azure tenant. Your data stays under your control.

How it helps

Ask questions in plain English, surface high-risk threads and documents, and export audit-ready outputs.

Is this a vendor cloud?

No. It’s designed to run inside your Azure environment.

Can you show evidence for results?

Yes — workflows are designed around explainable results and audit trails.

We know the deal pressure

The compressed timeline

Weeks to review years of contracts, emails, and documents. Miss something material and you inherit it.

The hidden liability

Risk rarely shows up as a neat keyword. It shows up as “by the way…” buried in a thread.

The portfolio problem

More companies means more risk surface. You need visibility without multiplying headcount.

Best suited for

If this describes your world, you’ll get value fast.

Best for
  • Buy-side diligence where you need to find risk fast and prove what you found.
  • Portfolio monitoring for compliance, comms risk, and early warning signals.
  • Exit prep: clean documentation, faster data-room readiness, fewer surprises.
  • Teams that need customer-hosted deployment for confidentiality and control.
Not for
  • Firms looking for a “black box score” without evidence trails.
  • Cases where you can’t access any comms or documents beyond a tiny sample.
  • Teams that want a vendor to fully host data in their cloud by default.

Purpose-built for PE workflows

Buy-side due diligence

Surface material risks and opportunities before you sign — with evidence you can share internally.

  • Signals of churn, disputes, or delivery risk in support and comms
  • Contract clustering to spot concentration and unusual terms
  • Thread-based review to follow issues across time
  • Litigation and regulatory mentions that don’t match exact keywords
  • Technology and IP topics flagged with supporting context

Value creation initiatives

Find patterns worth acting on — faster.

  • Operational friction signals in comms and escalations
  • Vendor consolidation opportunities through spend + contract text
  • Cross-sell and upsell patterns across customer threads
  • Retention and morale risk signals
  • Stack rationalisation candidates

Portfolio company monitoring

Visibility across the portfolio without multiplying effort.

  • Policy-driven monitoring aligned to your risk model
  • Early signals of distress and escalation
  • Comms-based governance checks (where permitted)
  • Competitive intel patterns
  • Evidence trails for internal reporting

Exit readiness & sell-side diligence

Prepare faster, reduce surprises, and show your work.

  • Data room organisation and evidence mapping
  • Red-flag remediation before buyer diligence
  • Support for audit-ready exports and logs
  • Historical reconciliations and thread traces
  • Clean-up workflows for problematic comms (policy + review)

How funds use Simply Discover

"On a software acquisition, we surfaced churn indicators buried in support threads and escalations early enough to change the deal conversation."
Days to surface key threads
Evidence packaged for IC review

Ready to move faster without guessing?

We’ll show you the product, the evidence model, and how customer-hosting works in your Azure tenant.

See if it fits