Capital Refinery
For private equity

The IC thesis stays alive after the deal closes.

Capital Refinery is the system of record for the investment decision. Every approved deal carries its thesis, its assumptions, and its conditions forward — and is re-tested continuously against the live operator data.

The PE workflow today

Five gaps every PE team is operating around.

Bain estimates $3.6 trillion of unrealized value sits on GP balance sheets, with hold periods extending into a sixth and seventh year. None of the gaps below are the team's fault — they are the structural shape of a stack that was built to collect data, not to govern decisions across that kind of timeline.

What teams think they have
What actually happens
01An IC memo the team can revisit when conditions change.
An aging slide deck on a shared drive that no one re-opens after Q+1.
02A monitoring dashboard that flags when something is wrong.
Today's KPIs with no link back to the entry assumptions or thesis they invalidate.
03An accounting feed that powers a continuous reconciliation against thesis.
A quarterly reconstruction exercise rebuilt in Excel from the operator's PDF.
04An exit-ready model that always reflects current conditions.
A static model that gets dusted off two weeks before the GP-led process kicks off.
05A clean handoff from deal team to operating team.
Institutional memory living in the head of one principal who is now staffed on a new transaction.

Bain & Company, 2025 Global Private Equity Report

What the platform does for PE

Three workflows that actually shift.

01 / 03

Underwriting that produces a structured record

Not a document search. A decisionable investment record.

CIMs, financials, and credit agreements are parsed into a structured record by a deterministic-first kernel. Every figure has a candidate ID and a provenance trail. The IC memo is bound to that record at approval.

02 / 03

Monitoring that tests the thesis

Operator updates flow into the same record that holds the thesis.

Accounting feeds, KPIs, and operator narrative are mapped to the assumption they test. The connection between the entry assumption and the live operator number is the data model — not a quarterly reconciliation.

03 / 03

Decision validity, surfaced before the breach

When a prior decision stops being correct, the team finds out.

Decision validity is a live score on every position. When conditions change enough that the original IC decision is no longer defensible, Capital Refinery surfaces it — with the assumptions that broke and the time-to-consequence.

Bring us a deal you actually hold.

We'll walk you through the decision validity layer on your own diligence pack. 60–90 minutes. No demo data.