Know when your last decision stops being correct.
Capital Refinery is the system of record for investment decisions. It carries the thesis, the assumptions, and the conditions from underwriting through monitoring — and surfaces when a prior IC decision is no longer defensible, before the exposure compounds.
Three things your current stack does not do.
Market data, CRMs, and accounting systems each handle one slice of the workflow. None of them governs the decision after it is made.
Document-to-KPI extraction
Deterministic-first parsing, not a chat window over your files.
CIMs, financials, and credit agreements parsed into a structured investment record with full provenance — every figure traceable back to the page it came from.
Scenario stress and Monte Carlo
A live diagnostic on positions you actually hold.
Shock packs propagate through your model. Breach probability and time-to-consequence ranking. Not a static download; a continuous test of whether the thesis still holds.
Decision validity tracking
The IC record stays alive after the deal closes.
When conditions change, Capital Refinery surfaces which prior decisions are no longer defensible — and how long the team has been operating on a thesis that no longer holds.
The investment story dies at close.
The diligence pack ages out. The IC memo lives in a shared drive. The monitoring tool tracks today's KPIs but does not connect them back to the entry assumptions. By the time the breach is visible, the time to act has already passed.
Bain's 2025 Global Private Equity Report documents $3.6 trillion in unrealized value sitting on GP balance sheets. FundCount and Standard Metrics describe IC and board materials as a quarterly reconstruction exercise. The category we are building did not exist a year ago.
The research behind this category.
- The Private Markets Decision Integrity Gap
Full landscape analysis across 48 sources and 14 vendors. The 6-layer stack and the missing 7th.
Read → - Your Data Room Dies at Close
Why diligence infrastructure disconnects at the worst possible moment.
Read → - Your Monitoring Dashboard Is Not a Decision Tool
The structural difference between observing data and governing decisions.
Read → - Time to Consequence
The metric that reframes how PE and credit teams measure decision risk.
Read →
See it on a deal from your portfolio.
No demo data. We work from your actual diligence pack and show you, on one of your live positions, where the decision validity window is closing.